Datamolino

How accountants start a Datamolino trial, choose Accountancy, create client folders, and connect integrations.

Create a trial account for a client (for accountants)

How to choose a paid plan, add billing details, enter payment information, and confirm your subscription.

Subscribe or upgrade to a paid plan

How Business and Accountancy plans differ, when to use each one, and what line items means for invoice capture.

Subscription types: Business vs Accountancy (and what line items means)

How monthly plan credit, document processing, service fees, and overage charges work in Datamolino.

Plans and pricing: how document-based charges work

Where Datamolino sends service invoices and how account owners can download invoice PDFs.

Find your invoice for Datamolino services

How account owners can review billing cycles, usage totals, folder details, invoices, and CSV reports.

View your current and historical usage

How to create a GDPR data export, choose what to include, and download the prepared files securely.

Export your data (GDPR request)

What the Datamolino free trial includes, what happens when limits are reached, and how to continue after it ends.

Free trial: what's included and what happens when it ends

How credit card payments work in Datamolino, which cards are accepted, and how account owners update card details.

Payment method: credit card

How to set up or cancel a direct debit mandate for Datamolino billing.

Payment method: direct debit

How account owners cancel a Datamolino subscription and what happens to billing, access, and data afterward.

Cancel your subscription

Lubica Jakubac

Find all details about Datamolino subscription options and billing

Plans and Billing

Find answers and get help from Intercom Support and Community Experts

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.