Substly

Track your spending across different payment sources

Payment Methods

Many small improvements often add up to a big impact

Examples of potential cost savings

Ola Stål

Read about how you can add and manage costs

Adding and Managing Costs in Substly

This article describes how to manually add spend details and creating new plans

Creating service plans & editing spend details

Read more about the various subscription types when manually editing spend details

Plan Types

Learn how to manage renewals by setting alerts to stay informed of upcoming transactions

Renewal alerts

Manually editing costs

This article explains how you can upload financial data to your account, allowing Substly to identify costs and renewal dates to services.

💳 How to import financial data

This article tells you how your exported list of transactions should look for you to be able to upload them to Substly.

🧾 File requirements for card and bank statement uploads

Read about how you can add financial data into Substly using a SIE file import

🧾 File requirements for SIE files

Importing financial data

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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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