Where you work · 6 min
The web app
Use Finipher in the browser at finipher.com/app without installing a local model.
The web app is the same Personal workbench as the desktop app: Dashboard, Actions, Leaks, Review, Spending, Timeline, Accounts, Tax packet, Upload, Documents, Ask, Search, and Settings.
Steps
- Start a trial and verify your email.
- Open App or go to finipher.com/app.
- Choose Finipher Private Cloud or enter your organization URL.
- Open Upload. Add PDFs, photos, or CSV files. They stay on this browser until you process.
- Click Process Documents. Watch the jobs rail. The status follows the cloud queue.
- Open Dashboard. Set the date range to All statements if you uploaded older months.
What the web app does not do
It does not run Local Mode. There is no Guest sign-in. Small Business on Private Cloud is not available yet — use the desktop Local Mode app for Pulse, Cash, and Profit.
Phone-sized browsers
A narrow browser window uses a hamburger menu and stacks the workbench. For a phone-first layout, use the Finipher app instead of /app in Safari or Chrome.
You'll know it worked when
The header shows your email, the location badge reads CLOUD or your organization, and a processed statement appears on Dashboard.
If this doesn't work
If you land on Account instead of the workbench, finish the trial. If Dashboard is empty, check Process Documents and the toolbar date range.