Start · 7 min

Choose how you work

Local Mode, Finipher Private Cloud, organization, web, desktop, and phone — pick the path that matches how you want files read.

Finipher has one workbench and several places that can read your files. Pick the place first. The screens then stay familiar.

If you want files to stay on this computer

Use the Mac or Windows app and choose Local Model (On this device).

See Local Mode.

If you want the same workbench on web, desktop, and phone

Choose Finipher Private Cloud.

See Finipher Private Cloud and The web app.

If your workplace gave you a Finipher URL

Choose Organization. Files go to that service. Your organization sets retention and can open the documents. Finipher does not receive them.

If you only have a phone

Choose This phone on its own. It starts on Finipher Private Cloud. You can change the location later in Settings. Switching modes never moves documents.

If you already have a computer doing the reading

Choose Alongside my computer, pair with a code, and use the phone for Today, Actions, and reminders. See Phone: what it is.

Small Business note

Pulse, Cash, and Profit run on the desktop Local Mode app today. Finipher Private Cloud shows that Small Business is not available there yet. Do not put business invoices in Personal while you wait.

You'll know it worked when

The workbench badge matches your choice: On this device, CLOUD, or your organization name.

If this doesn't work

Open Settings and check Where documents are analyzed. Sign out and sign back in with the same email if the badge looks wrong.

Related

Helpful links