splose

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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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workspaces can restrict what ACC claim and invoice information can be accessed by practitioners using 

 from a role type to all custom… List of default user 

 and Limitations… instructions for accessing, viewing, and downloading your invoices, along with important details about 

How can I access, view, and download my subscription invoices in splose?

Errors referencing admin rights are typically related to your Microsoft tenant settings or app 

 and account errors 
 Q: I'm seeing an "Approval Required" message during setup… Q: I'm getting 

 can view and change this setting… A: Only users with admin 

, and only when Stripe payments are enabled for the practice

Toggle automatic saving of client payment methods

How to Upgrade Your Splose Plan 
Managing API Keys and 

How can I access and use the splose API, and what are the restrictions during the trial period?

To grant access, follow the steps outlined in the 

 section… To set access to splose AI settings & preferences: 
Go to Settings > 

 & roles page, click the three dots (•••) in the Actions column and then Edit

browser compatibility 
Understand what happens after your trial ends 
Manage billing, 

Create your splose workspace and invite your team

splose allows the export of multiple data types; however, your account 

Setting Up Email Notifications in Splose 
Understanding 

How can I troubleshoot and resolve email issues in splose, including delivery failures and functionality restrictions?

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