Lightyear

Access EVO and Lightyear (Evolve)

Mobile App - Biometric ID (Face ID/Fingerprint ID)

Okta SSO set up

Azure Active Directory SSO set up

Setting Supplier Card Country Codes

Splitting Widget

Bulk Supplier Upload

Bank Details Checker

100% Accurate Data Extraction

Steps to understand how Lightyear extracts and uses line item data from your bills.

Line Item Data Extraction

Receipt Data Extraction

Customisable Approval Process

Set custom rules up at a supplier level to determine how bills are coded based on a keyword.

Keyword Rule Automation

Use Bulk Upload for a simple and fast way to add data and information to your Lightyear account.

Bulk Upload Lists During Set Up

Auto Flagging of Duplicates

Uploading Products - Products Catalog and Price Checker

Instant messenger and notifications

Mobile App for iOS and Android

Statements

Statements - How to Reconcile

Emailing your Suppliers

Paperclip

Parent Admin

Foreign Currency

Fixed Audit Trail

Tax Office Compliant Storage

Jessica Callaly

Discover our Lightyear feature collection.

Features

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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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.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.