Desktop app ยท 5 min
Upload statements
Upload PDF and image statements into the Finipher desktop app.
Upload statements so Finipher has something to analyze locally.
Steps
- Open Finipher on your computer.
- Go to Upload.
- Drag PDFs, images, CSVs, or text files into the drop zone.
- Or choose Choose Files and select them.
- Review the file list.
- Click Process Documents when you are ready.
Tip
PDF statements are the main path. The optional bank link is extra and can be revoked.
You'll know it worked when
The files appear in the app and their status changes from uploaded to processing.
If this doesn't work
Try one file first. If the dashboard stays empty after processing, use the empty dashboard help page.