FinWise for organisationsWhat your people see
People join on the web, usually on their phone, from a page with your name, logo and message. You can preview it from the People tab.
How someone joins
- 1They open their invite or your link.
- 2They see what FinWise does and what they will pay.
- 3They create an account, or sign in if they already have one.
- 4If they pay part of the price, they add a card.
- 5They sign in to the FinWise app, and their plan is already active.
People who already subscribe
Someone paying monthly in rand on the web moves to your plan straight away.
Someone on an annual, dollar or trial plan, or who pays through the App Store or Google Play, stays on it until it ends. They show as Starting soon in your People tab, and you don’t pay for them until then.
When someone leaves
People can leave whenever they choose, and you can remove them. Either way they get 30 days to move to their own plan, and their account and data stay theirs. You keep paying your share for them until their last day. If they do nothing, their plan ends, their bank connections are removed a few days later, and their transactions stay.