Getting Started with Finny

Your AI-powered financial assistant is ready to transform how you handle financial data. Let's get you up and running in minutes.

Welcome to Finny!

Finny is more than just financial software - it's your empathetic AI assistant that understands the context and meaning behind your financial data. With advanced document processing, intelligent categorization, and predictive insights, Finny makes financial management feel effortless.

Document Processing

AI Insights

Automated Workflows

Natural Language

1Account Setup

Visit app.expansas.com

Navigate to the Finny application portal where you'll create your account or sign in.

Create Your Account

Sign up with your email or use Google/Microsoft authentication for quick access. Your data is secured with enterprise-grade encryption.

Complete Your Profile

Tell Finny about your business type and financial needs. This helps personalize your experience and recommendations.

2Process Your First Document

Supported Documents

Invoices & Bills
Bank Statements
Receipts
Financial Reports
Tax Documents

Processing Magic

Simply drag and drop or upload your document. Finny will:

• Extract all relevant data automatically
• Categorize transactions intelligently
• Detect anomalies or issues
• Create structured, searchable records
• Generate insights and summaries

3Navigate Your Dashboard

Overview Panel

Get a bird's eye view of your financial health with real-time metrics, cash flow visualization, and AI-generated insights about trends and opportunities.

Document Center

Access all your processed documents in one place. Use natural language search to find any transaction, vendor, or financial record instantly.

Reports & Analytics

Generate professional reports with one click. Finny creates customized financial statements, tax summaries, and trend analyses tailored to your needs.

Automation Hub

Set up intelligent workflows that handle recurring tasks. From invoice matching to expense categorization, let Finny handle the repetitive work.

Key Features to Explore

Natural Language Queries

Ask Finny questions like "What were my biggest expenses last month?" or "Show me all payments from Client X"

Try It Now

Smart Categorization

Finny learns your categorization preferences and applies them automatically to new transactions

AI-Powered

Predictive Insights

Get alerts about cash flow trends, unusual transactions, and opportunities for optimization

Proactive

Automated Reconciliation

Match transactions across multiple sources automatically with AI-powered accuracy

Time-Saver

Your Data is Secure

Finny uses bank-level encryption and security protocols. Your financial data is stored in Google Cloud's secure infrastructure with automatic backups and disaster recovery. We're SOC 2 compliant and never sell or share your data.

You're Ready to Go!

With these basics, you're ready to experience the power of Finny. Start by uploading your first document and watch the magic happen.