Quickli

What's included in Quickli Pro

Assess servicing outcomes more accurately when concessional and non-concessional contributions are part of the strategy

How to use the SMSF Calculator

Quickli’s AI powered policy chatbot to get fast, detailed answers to lender policy questions all in one place

Introduction to Jiffi AI

Quickly identify suitable specialist and alternative lending products based on your client’s circumstances

Alt Doc Specialist Product Comparison

Understanding Usage for the New AI Features

How AI Credits Work

Learn how the Document Handler automates document preparation, extracts key financial data, and streamlines scenario creation to save time.

How to use Doc Handler

Everything dropping this week, what it means for you, and how to make the most of it.

The 5 Day Quickli PRO-nanza

Jimmy Hyde

Brenton Hartley

Paul Kelly

Quickli Pro FAQ

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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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