Clearing

Ashley Hagel

Establish a basic understanding of Clearing.

General & Training Videos

📖 Definitions of important words and concepts in Clearing

Key Terms

Definition of important concepts in Clearing

Glossary of common terms used within Clearing

Clearing Glossary

🎥 Training videos that provide a user guide through Clearing

Training Videos

Clearing Training Videos

Access all video help content provided by Clearing

All Training Videos

Discover different sources of data in Clearing and learn how to use them efficiently to streamline your property management finances.

What are the different sources of data in Clearing and how to use them efficiently

👩‍💻 Understand the different sources of data that Clearing uses for financial management

Data Sources

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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.