Stowe

Getting Started

Understanding how to connect bank accounts and make an account private or shared

Accounts & Bank Connections

Navigating Stowe

Transactions

Understand the Needs/Wants/Savings Guideline & the Stowe Score

Spending Health: Guidelines & Stowe Score

Learn how to cancel a subscription with Stowe

How to Cancel a Subscription

How to track Net Worth on the Household tab

Net Worth Tracking

Stowe Advisor

Manage your profile, household, subscription, connected accounts, appearance

Settings

Learn how to get a better credit card and mobile plan

Saving Money on Stowe: Cell Phone & Mobile Plan Pikcer

Learn how to refer friends and family to Stowe

Refer friends and family to Stowe

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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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