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Your options for backdating your data year to date in Manage & Close

Backdating your data in Manage & Close

How to integrate your QuickBooks Online account with Buildout

QuickBooks Online Integration Set Up Guide

How Buildout pushes your approved Vouchers into QB Online!

Quickbooks Online Integration (Demo)

Create vouchers, calculate commissions, and manage payments seamlessly and efficiently with an integrated back office tool.

Manage & Close

Migration to Payable-Based Commission Plans

Create and manage commission plans for your brokerage.

Commission Plans

Recommendations for deal management when representing both ends of a single deal (i.e.buyer and seller)

Double-ending a Deal

Customizing the Deal Pipeline

Deal Pipeline and Deals

All About Vouchers

Both pre-split and individual deductions are supported by Buildout.

Deductions

Voucher Submission and Approval Process

Prospect by Buildout

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Create your workspace and invite the people you work with.

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

Ship something

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

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

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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.

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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.

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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.

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