
A Comprehensive Guide on Importing Customers
Delivering a good user experience without compromising the authoring experience required us to rethink data onboarding.

The automated gatekeeper that qualifies leads, elevates your brand, and only books high-intent, perfectly qualified prospects on your calendar.

Trusted by beloved partner and customer
Features
All the tools and resources necessary for managing and expanding your business, conveniently accessible in one place. Take control of your journey to success with our comprehensive solutions.
Embed checkout into your website or direct customers to a Metafi-hosted page to easily and securely accept one-time payments or subscriptions.
Collect and retain more revenue, automate revenue management workflows, and accept payments.
Create an invoice and send it to your customers in minutes—no-code required—to easily collect payments.
Sell online without a website. Create a full payment page in a few clicks and share the link with customers—no code required.
Integrations
Scale your entire business with the best ranked commerce platform
With Metafi’s integration for Slack, your team can seamlessly send messages to a Metafi database
Connect Apps and Automate Workflows with Zapier — No Coding Required.
Comprehensive tools to connect applications (Google Cloud and others).
Scale & flexibility with the broadest & deepest set of integrations
Work faster and smarter by integrating directly with Notion, right in the app.
Streamline your business operations with seamless integrations. Connect with Xero, WooCommerce, Zapier, Stripe, Shopify, QuickBooks, and many other platforms.
Our Customers
Here's what some of our customers say about our platform.
“Payments are the main interaction point between our financial services clients and their customers, and are core to our relationships beyond that sector too.”
“Payments are pivotal in our financial operations, serving as the primary interface between our finance department and clients.”
“Using this financial app has made me feel more organized and efficient in managing my finances.”
“The provided features are incredibly helpful in tracking expenses, managing investments, and planning for future financial goals.”
“This app has given me full control over my finances and provided greater confidence in making wise financial decisions.”
“Since incorporating this finance app into my daily routine, I’ve experienced a significant improvement in my financial management.”
FAQ
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Here's what some of our customers say about our platform.
Join high-ticket experts already qualifying leads with FunnelHype