Annie Phan - DEMO WORKSPACE

How Acme will and won't contact you, what Acme will never ask for, and common scams to watch for.

Recognizing fraud and scams

What pending, posted, and reversed transactions mean, and why a pending amount can change.

Understanding pending vs posted transactions

How FDIC insurance protects your eligible Acme Bank deposits, and what is and isn't covered.

Your deposits are protected (FDIC insurance)

A reference for Acme Bank's common account and card fees, and how to avoid the monthly fee.

Acme Bank fees and rates

General Information

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Acme Bank

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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.

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A quick lap of the product so you know where everything lives.

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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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