Built for the moments that test a relationship

SquadFin is used at home and at work. These are the situations it's built for, and what you do in SquadFin for each.

• Lend to family without making it awkward — Both of you always know where things stand, so the relationship stays the important part.
• Share the cost of caring for a parent — One shared record replaces the mental arithmetic — and the resentment.
• Support family back home, together — A clear picture of what your family carries together, and of your own share.
• Be ready at tax time for everything you gave — Your deductible total is ready the day you need it.
• Collect for a group gift without chasing anyone — You organize the gift, not a spreadsheet of IOUs. Every gift goes straight to you.
• Pull together for a wedding, funeral or naming ceremony — Fewer awkward conversations at a time when nobody needs them.
• Run a building fund or capital campaign — Keep your existing way of receiving gifts. Get a reliable record on top of it.
• Send every member a year-end giving statement — Statements in minutes, not weekends.
• Follow up on patient balances without sharing health information — Follow up consistently while patient information stays inside your practice.
• Get paid for overdue invoices as a freelancer — Polite, consistent follow-up — without it eating your week or the relationship.
• Recover unpaid fees without damaging a client relationship — Firm, respectful follow-up that keeps privileged and confidential information out of it.
• Try a respectful step before a collection agency — You keep control of the relationship and of who sees the person's data.
• Raise funds for a school, club or association — The record belongs to the organization, not to whoever had the spreadsheet.