Clearing

Step 1: Create your account with your own credentials. Video <a href="https://app.guidde.com/share/playbooks/tpcx2FYDSvWn94DPMyCBcn?origin=7wTbZZsemHdAUx2UbliQoQXsG5G2" target="_blank" rel="nofollow noopener noreferrer">here</a>

Step 2: Confirm your email address. Video <a href="https://app.guidde.com/share/playbooks/ndjJbhT4hB8ARXBef8pWtQ?origin=7wTbZZsemHdAUx2UbliQoQXsG5G2" target="_blank" rel="nofollow noopener noreferrer">here</a>

Step 3: Submit your business information for verification purposes. Video <a href="https://app.guidde.com/share/playbooks/2nsLAVSAdtaZtt7LKUjXpZ?origin=7wTbZZsemHdAUx2UbliQoQXsG5G2" target="_blank" rel="nofollow noopener noreferrer">here</a>

Step 4: Schedule your onboarding call. Video <a href="https://app.guidde.com/share/playbooks/cjTbyzRYW8GM1fJAAMWgBh?origin=7wTbZZsemHdAUx2UbliQoQXsG5G2" target="_blank" rel="nofollow noopener noreferrer">here</a>

- Step 1: Create your account with your own credentials. Video <a href="https://app.guidde.com/share/playbooks/tpcx2FYDSvWn94DPMyCBcn?origin=7wTbZZsemHdAUx2UbliQoQXsG5G2" target="_blank" rel="nofollow noopener noreferrer">here</a>
- Step 2: Confirm your email address. Video <a href="https://app.guidde.com/share/playbooks/ndjJbhT4hB8ARXBef8pWtQ?origin=7wTbZZsemHdAUx2UbliQoQXsG5G2" target="_blank" rel="nofollow noopener noreferrer">here</a>
- Step 3: Submit your business information for verification purposes. Video <a href="https://app.guidde.com/share/playbooks/2nsLAVSAdtaZtt7LKUjXpZ?origin=7wTbZZsemHdAUx2UbliQoQXsG5G2" target="_blank" rel="nofollow noopener noreferrer">here</a>
- Step 4: Schedule your onboarding call. Video <a href="https://app.guidde.com/share/playbooks/cjTbyzRYW8GM1fJAAMWgBh?origin=7wTbZZsemHdAUx2UbliQoQXsG5G2" target="_blank" rel="nofollow noopener noreferrer">here</a>

Step-by-step videos to guide you through creating your Clearing account

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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.

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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.

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

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

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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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