Adfin | Announcing our October Release

Adfin unveils full revenue automation for client-first businesses

Adfin, the leading revenue operations platform for client-first businesses, now allows SMBs to fully automate revenue collection end to end for the first time with a host of new features: including the world’s first end-to-end agentic AI chasing tool, Adfin Autopilot.

Putting credit control on Autopilot

For many businesses, getting paid is still a struggle. As a result, many SMBs now have a dedicated credit control function within their business that takes care of manually chasing for payment: checking who’s paid, drafting and sending personalised emails, and applying and reconciling late fees.

Adfin Autopilot changes the game. Credit controllers can use Autopilot to intelligently send reminders from the customer’s own email domain, in their tone of voice and in accordance with their existing templates and chasing process.

This means an Adfin customer could import invoice data automatically using Adfin’s existing Bridge AI solution, send and chase invoices intelligently using Autopilot, and collect and reconcile payment—with no manual work required at all.

Initial Adfin data shows Autopilot can save the typical small to medium-sized business up to 150 hours a month, getting them paid on average 73% faster.

‍Upgrading Adfin’s market-leading collections capabilities

More ways for the customer to pay means more successful payments, and more money in the bank. Alongside Autopilot, Adfin is launching three fundamental upgrades to its payments platform, bringing total flexibility to the payment experience for client-first businesses:

Bank transfers remain critical to the way many businesses pay. But they require continuous manual work to track and reconcile incoming payments in order to stop invoice chasing. Now, bank transfers can be made directly within Adfin’s payments infrastructure, meaning automatic, instant reconciliation—and no more adding payments manually in accounting software.

Adfin AutoCollect+ combines card and direct debit options into a single customer journey, meaning less time spent chasing for payment. A business could collect an initial payment on card, with the option to immediately sign a direct debit mandate for future recurring payments. Or if a direct debit mandate hasn’t been signed, a business can automatically switch to offering a card payment.

And lastly, Adfin is releasing a host of much-requested further features to its core payments offering. Clients can’t always afford to pay for a service in full, up front, so Adfin now supports instalment plans. The collection and reconciliation of these can be fully automated alongside the rest of a business’s payments with Adfin. Adfin’s new Statements feature allows businesses to automate the issuing of statements as well as giving clients a portal where they can view and manage their payments. And direct debit migration allows clients to seamlessly migrate their direct debit mandates to Adfin from their existing provider, without the client needing to take action. Hundreds of clients have already migrated their mandates to Adfin using this feature since its beta launch in September.

Eriona Bajrakurtaj, CEO at Major’s Accounts, said: “Since transitioning [to Adfin], our debtors is now 1/3 of what it was 3 months ago… We are now collecting money we thought we had lost.”

Greg Adams, CEO at Catapault Accounting, said: “As a business that supports small businesses and landlords, I'm always on the lookout for tools that reduce admin, improve cash flow, and make life easier. Adfin ticks all three.”

Tom Pope, Co-founder and CEO at Adfin, commented: “Our mission is to help businesses Just Get Paid, and we are extremely excited to release such a game-changing set of products in pursuit of that goal. In particular, we think Adfin Autopilot is the technology any forward-thinking business needs to adopt to stay ahead: always accurate, always precise, and always on. Customers expect routine tasks to be performed flawlessly, freeing your team for the tasks where the human touch really matters. We’re incredibly excited to be first to market with this and have been delighted by early client feedback”.

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Learn more at adfin.com

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Announcing our October Release

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