Adfin

Finance

Neotask connects 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.

Plans

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