Adfin

Finance

Neotask connects OpenClaw to Adfin so your agents can create payment links, manage statements, and handle financial operations through natural conversation.

• Create payment links instantly through conversation — no dashboard required
• Generate and retrieve statements for financial record-keeping and reconciliation
• Automate payment collection workflows by combining link creation with your CRM or billing data

What You Can Do

Adfin through Neotask gives you three core payment operations:

Create payment link — generate a shareable payment URL for any amount or invoice. Describe what you need and the agent builds the link.

Create statement — generate financial statements for clients, periods, or accounts on demand.

Get statement — retrieve any existing statement by ID for review, sharing, or reconciliation.

Every action runs autonomously or requires your approval — you decide.

Try Asking

"Create a payment link for £2,500 for the March consulting retainer"

"Generate a statement for client Acme Corp covering January through March"

"Pull the statement for ID STM-4821 and summarize the totals"

"Create a payment link for the outstanding invoice on the Willow account"

"Generate statements for all clients who have outstanding balances this month"

Pro Tips

Combine Adfin with your CRM in an app group so agents can pull invoice data and generate payment links without manual copy-pasting.

Use automations to generate monthly statements on a fixed schedule so clients receive them without any manual intervention.

Approval gates on payment link creation let finance teams review before links are sent — useful for high-value transactions.

Multi-agent teams can process bulk statement generation across dozens of clients simultaneously, cutting month-end close time significantly.