Margins

Connect your sales channels, banks, and ad platforms once, then ask your business anything and get numbers you can act on.

Getting started with Margins

Work through the items Margins couldn't confirm on its own, so your profit and product margins are numbers you can act on.

Finishing setup and clearing your review items

Why a brand-new Margins dashboard can look empty, low, or too good, and how to tell which of the three is happening to you.

My numbers don't look right yet

What Margins is built to answer, what it handles on its own, and where its edges are so you know exactly what to expect.

What Margins does, and what it doesn't

Emily Burrows

Getting started

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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.

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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.

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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.

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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