A Freshworks-Grade Support Desk, Inside the Same Brain
A shared inbox, live chat, SLAs and CSAT, an AI support agent, and a help center - the full customer-support side of the company, and every interaction sits on the same customer record as their invoices, payments, and AR aging. Support sees what finance sees, on one record, with no swivel-chair between a helpdesk and the books.
Illustrative product view
A full support desk, inside the same brain
This is the support side you’d expect from a dedicated helpdesk - the Freshworks-grade pieces - except it runs on the same platform as your billing, AR, and people. Nothing to integrate; the ticket and the invoice were never in two systems.
| Piece | What it does |
|---|---|
| Shared inbox | One queue for email, chat, and web forms - assigned, tracked, and answered |
| Live chat | Real-time conversations with AI-assisted drafting |
| SLAs | Response and resolution targets with breach alerts |
| CSAT | Post-resolution satisfaction, trended by team and topic |
| AI support agent | Drafts replies and suggests help articles - a human sends |
| Help center | Public articles that deflect repeat questions |
Every ticket on the same record as billing and AR
When a customer writes in about a double charge, the ticket sits on the same record as their invoices, payments, and AR aging - so the support rep sees exactly what finance sees. No copy-pasting an invoice number into a separate helpdesk, no “let me check with billing and get back to you.” The context is already there.
Frequently asked questions
Is this a real support desk or a light add-on?
It’s a full desk - shared inbox, live chat, SLAs, CSAT, an AI support agent, and a public help center. The difference from a standalone tool is that it runs on the same platform as billing and AR, so tickets and invoices share one record.
Does support see billing and AR?
Yes. Every ticket sits on the same customer record as invoices, payments, and AR aging, so a support rep sees what finance sees without switching tools or asking billing to look it up.
What does the AI support agent do?
It drafts replies and suggests relevant help articles to speed the human up. It’s advisory - a person reviews and sends. It does not auto-resolve tickets or issue refunds on its own.
How is this different from Freshdesk or Zendesk?
Those are excellent standalone helpdesks that must integrate back to your finance system. Fintra’s Support Suite lives on the same customer record as billing and AR, so a refund or credit note is one hop away rather than a cross-tool hand-off.
Is there a customer-facing help center?
Yes - a public help center of articles that deflect repeat questions, tied to the same knowledge the AI support agent draws on when it drafts a reply.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
One brain for people, work, and money
See humans, AI agents, support, and finance decisions in a single governed workspace.
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