Productive

Adjust your company name, logo, and company code. Set up the location, date, time, and currency format, fiscal year, work time, numbering schemes, and add custom sender email addresses.

General Settings

Learn how to manage your company’s billing information, logo, and subsidiaries within Productive.

Managing Your Company and Subsidiary Billing Information

Set up bank accounts to display accurate payment info on invoices and manage details centrally in your Company Settings.

Setting up Bank Accounts

Learn how to set up custom numbering schemes for projects, budgets, tasks, proposals, and purchase orders in Productive, all with practical examples.

Custom Numbering Schemes

Update your organization's details, billing information, bank accounts, and numbering schemes.

Company Details, Banking, and Numbering

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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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