Start · 6 min
Start here
Pick a path — web, this computer, or phone — and get to your first processed statement.
Finipher reads bank, card, loan, tax, and brokerage documents, then shows you what it found with the page behind each number. You choose where the reading happens.
Choose one path
Web app. Sign in at finipher.com, start a trial, open App, pick Finipher Private Cloud or your organization, upload a statement, then click Process Documents.
This computer. Start a trial, download macOS or Windows, sign in, choose Local Model (On this device) if you want files to stay here, upload a statement, then click Process Documents.
This phone. Install Finipher, sign in with the same email, choose This phone on its own (Private Cloud) or Alongside my computer, then process or pair.
Before you upload
- Use one email for the website, the app, and the phone.
- Have one recent PDF statement ready. Photos and CSV files also work.
- Keep Personal documents in Personal. Keep business invoices in Small Business. Finipher does not mix them.
Plans
- Personal — $9.99 / month after the two-month trial. Your own workbench.
- Personal Pro — $15.99 / month. Includes household (one extra adult) and the optional bank link.
- Small Business — $29.99 / month for one workspace. Extra businesses are $19.99 each.
You'll know it worked when
A document finishes processing and Dashboard (or phone Today) shows dates, amounts, or review items from that file.
If this doesn't work
If you cannot download an installer, use Fix: cannot download. If the app opens but will not activate, use Fix: app says unlicensed.