Get Finipher running with your first statement

Private personal finance analysis starts here

Finipher is local financial analysis software for personal financial statements. The desktop app reads documents on your computer; the website handles account, billing, license, and downloads.

Start

• Start here: Start Finipher Personal with the right account, installer, and first statement.
• What Finipher is: Learn what Finipher Personal does and what stays on your computer.
• What you need: Check the account, computer, memory, and disk space needed for Finipher Personal.
• Quick start: Go from signup to one processed PDF in Finipher Personal.
• Glossary: Plain-English meanings for common Finipher Personal terms.

Website

• Create account: Create the Finipher website account used for billing, downloads, and license activation.
• Verify email: Verify your Finipher email before checkout and downloads.
• Start Personal trial: Start the 14-day Finipher Personal trial with card upfront.
• Manage billing: Manage the Finipher Personal subscription through Stripe from Account.
• Download Mac or Windows: Download the Finipher desktop installer for macOS or Windows.
• Sign in on the app: Sign in to the desktop app with the same email so your license activates.

Desktop app

• Install macOS: Install Finipher on macOS and know what Windows users should do instead.
• Install Windows: Install Finipher on Windows and know what Mac users should do instead.
• First-run setup: Choose a local AI model and finish setup on macOS or Windows.
• Where your files live: See where Finipher stores local files on macOS and Windows.
• Guest vs account: Understand guest mode, paid accounts, and license activation.
• Choose Personal: Choose the Personal workspace inside the Finipher desktop app.
• Upload statements: Upload PDF and image statements into the Finipher desktop app.
• Process documents: Process uploaded statements so Dashboard, Spending, Search, and Chat can use them.
• Dashboard: Read the Personal Dashboard after your statements are processed.
• Spending: Review categories, vendors, and recurring payments in Finipher.
• Action Inbox: Use Action Inbox to review possible fees, subscriptions, and payment items.
• Leaks: Review recurring charges and possible money leaks in Finipher.
• Timeline: Use Timeline to see which months and document types Finipher has.
• Search and Chat: Search your statements and ask source-backed questions in Finipher.
• Optional bank link: Understand the optional Plaid bank link and how it differs from PDF upload.
• Settings and license: Check app health, local model status, companion phone, and license activation.
• Backup and uninstall: Back up local Finipher data and uninstall on macOS or Windows.

Phone companion

• Phone: what it is: Understand the opt-in Finipher companion phone experience.
• Pair your phone: Pair the Finipher phone companion with your Mac or Windows app.
• Phone Today, Actions, and Spending: Use the view-only phone tabs for Today, Actions, Spending, and Library.
• Phone sync and repair: Refresh or repair Finipher phone sync.
• Lost phone: Revoke a lost or replaced phone from the Finipher desktop app.

Privacy

• Privacy: Understand what Finipher stores on the website and what stays local.
• Not advice: Use Finipher as a review aid, not financial, tax, or legal advice.

Troubleshooting

• Fix: cannot download: Fix download access problems on finipher.com.
• Fix: app says unlicensed: Fix license activation when the desktop app does not recognize your paid plan.
• Fix: setup stuck: Fix first-run setup, model download, or local startup issues.
• Fix: empty dashboard: Fix a Dashboard that shows no results after upload.
• Fix: phone empty or wrong account: Fix the phone companion when it is empty or signed into the wrong Finipher account.
• Fix: Keychain or Windows Credential: Fix secure storage prompts used by Finipher on macOS and Windows.

Helpful links

• Start here
• Privacy
• Upload statements