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Show only properties that require a specific type of licence, such as Mandatory, Selective, or Additional, to focus your compliance work.

Filter your portfolio by licence type required

Find properties with expired or soon-to-expire licences so you can prioritise renewal applications.

Filter your portfolio by licence expiry date

Find properties that will need a licence when a new licensing scheme starts, so you can prepare applications before the scheme goes live.

Filter your portfolio by upcoming licence requirement

Find all properties where a licence has been applied for but not yet granted

Filter properties with a licence application in progress

Download your full or filtered portfolio as a CSV file

Export your portfolio

How to filter your portfolio and export it for offline use

Filtering and exporting your portfolio

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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.

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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.

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.

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