Quickly

Complete your Company Profile Setup on Quickly, including business address, company details, and owner profiles.

Company Profile Setup

Connect your bank to Quickly for verification and payments. Use Plaid or manually add account info.

Connect Your Bank Account

This article guides you through signing the Early Payment Agreement in Quickly. Completing this step enables payment processing.

Early Payment Agreement

Set up Transaction Settings in Quickly to record payments, bills, and discounts accurately in your accounting system.

Transaction Settings

Learn how to use Quickly’s Pay Cycle feature to schedule payments on specific dates, helping you streamline and control your payment process

Setting Up Pay Cycles

Learn how to upload your company’s financial documents in Quickly. This step is essential for verifying your account.

How to Upload Financial Documents in Quickly

Set up guide

Assign different access levels to your team members, ensuring each person has the appropriate permissions to perform their tasks.

How to Manage User Roles in Quickly

Teams and workflows

How do I log out of my account?

How to Use Pay Cycles in Quickly

Settings

Create a custom design with text, images, and links

Buyer solution

Partnership

Customer stories

Speak to sales

Supplier solution

Press & media

About Quickly

Book a demo

Industry insights

Security

Calculator

Solutions

Company

Resources

Contact

Contact sales

Sign up

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.