Start · 6 min
Quick start
The shortest route to one processed statement on the web, desktop, or phone.
Pick the path you will actually use this week. You can add the others later.
On the web (about 10 minutes)
- Go to finipher.com/company.
- Choose Start trial, then pick Personal, Personal Pro, or Small Business.
- Enter your email, create a password, and verify the email.
- Add a card at Stripe Checkout to start the two-month trial.
- Open App.
- Choose Finipher Private Cloud (or your organization URL).
- Open Upload, add one PDF, then click Process Documents.
- Open Dashboard.
On Mac or Windows
- Complete the trial steps above.
- Open Downloads and save the installer for your computer.
- Install Finipher and sign in with the same email.
- Choose Local Model (On this device) or Finipher Private Cloud.
- If you chose Local Mode, finish first-run setup and wait for the engine to become ready.
- Upload one PDF and click Process Documents.
On the phone
- Sign in with the same email.
- Choose This phone on its own to process here, or Alongside my computer to pair.
- In Full Mode, add files, then tap Process documents. Files stay on the phone until that tap.
You'll know it worked when
The jobs list shows the batch finishing, and Dashboard or Today is no longer empty.
If this doesn't work
Same email on every device. If Dashboard is blank after processing, see Fix: empty dashboard. Check the date range in the toolbar — Current month hides older statements.