RapidRatings

Creating an FHR Exchange Account

Discloser Terms & Conditions

Guide on how to accept a share request from your clients

The Share Process via Essential Membership

Can I select a Disclosure Level?

Who is the ideal person to handle registration via QuickSync?

Who should be our account holder?

What are the data requirements to complete a FHR?

Financial Data Requirements

Learn about common data issues that need to be resolved to meet requirements.

Common Financial Data Submission Issues

You don't need to wait for audited or year-end financials to complete a submission. But if your data really isn't ready, you can put your submission on hold for a…

Submitting Unaudited or Interim Financials

Members have the option to quick sync their accounting packages for an easy, seamless submission process

QuickSync - Powered by Validis

Eamonn Mannion

Lucas Lindenlaub

Kailey Buxbaum

Getting your company rated on the FHR Exchange

The Rating Process

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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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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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