Productive

Enable and use time approvals to ensure approvers review and approve time entries before they become visible to clients or recognized.

Time Approval in Budgets

Enable approval for time tracked in deals. Entries are recognized but remain non-billable until the deal is won.

Time Approval in Deals

Set up expense approvals in Productive — configure policies, assign approvers, and understand how the approval flow works for submitters and reviewers.

Expense Approval: Setup and Flow

Approve the time and expenses tracked on budgets and deals.

Approving Time and Expenses on Budgets and Deals

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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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