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Get started with Finanly

4 min readAll workspaces

Get started with Finanly by signing in, then use your active workspace and available navigation to review data that matches your access. Some settings and ledger views depend on your workspace mode, role, and enabled features, and review workflows may require you to confirm changes before they are finalized.

Before you start

  • You need a Finanly email and password to sign in.
  • To switch companies or workspaces, your account must already be a member of the workspace you want to use.
  • For password reset, you need access to the email inbox for the address on the account.
  • Some ledger and settings areas are only visible when your workspace mode, role, or enabled features allow them.

Sign in to Finanly

Open the sign-in page and enter your Email and Password. If you forgot your password, use Forgot password? on the sign-in form.

  1. Enter your Email.Email
  2. Enter your Password.Password
  3. Select Sign in.Sign in

Expected result: Finanly signs you in and opens the app. If sign-in fails, the page shows a generic error message; in some cases, it also shows a request reference you can save for support.

Choose the right workspace or company

After sign-in, use the company switcher in the sidebar if you need a different workspace. Changing companies updates your active workspace for the session and reloads the app into the selected company.

  1. Open the company switcher in the sidebar.
  2. Select the company or workspace you want to use.
  3. Wait for Finanly to reload into that workspace.

Expected result: The active workspace changes to the company you selected, and the app reloads so your data and navigation match that workspace. If the switch cannot complete, you stay in the current workspace and see an error message.

Open your first ledger or accounting read view

If your workspace is set up for accounting, open the ledger area from the sidebar. Finanly shows only permitted ledger workspaces for the current active company, and it hides entries that do not belong to the selected workspace.

  1. Open the sidebar.
  2. Go to the accounting or ledger area available in your workspace.
  3. Choose the ledger or register you want to review.

Expected result: You can view read-only ledger details such as account activity, entries, company name, and currency when your workspace and access allow it. If your workspace is in personal mode, accounting ledger listings are not available.

Review changes before approval or posting

When you are reviewing a correction or similar workflow, Finanly separates the read step from the approval step. You can preview the change, inspect the current result, and then submit only the reviewed action when you are ready.

  1. Open the item you want to review.
  2. Read the preview or status details.
  3. Approve or submit only after you confirm the reviewed change is correct.

If a workflow shows a review or confirmation step, check the details before you approve it. A queued or pending status means processing is still in progress. Wait for the final confirmed result before treating the change as complete.

Update your profile or workspace details

You can open Account Settings from the header to update your profile, password, and workspace display details. Other sections may also appear there, but some are role-based, mode-based, or available only when your plan or enabled features allow them.

  1. Open Account Settings from the header menu.Account Settings
  2. Choose the section you want to update, such as Profile, Workspace, or Password.
  3. Make your change and save it.

Expected result: Your profile or workspace display information updates after you save. If you cancel instead, your unsaved changes are discarded.

What to do if something is missing or blocked

  • If you cannot see a ledger workspace, check whether your active workspace is in business mode and whether you have the required read access.
  • If a company switch fails, stay in the current workspace and try again after checking the on-screen error.
  • If a password reset link is missing or expired, request a new link from Forgot password?
  • If a screen says your session changed or could not be verified, retry the session or sign in again.

If you see a request reference on screen, keep it. It can help support find the exact sign-in, password, or workspace event you were trying to complete.

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Related guides

Choose the right company or personal workspace

Choose the workspace that matches the work you need to do: a personal workspace for personal finance pages, or a company workspace for business and accounting pages. The active workspace controls which data, navigation items, and settings you can see, and switching workspaces reloads the app into the selected context.

3 min readAll workspacesSign in and reset your password

Use the Sign in page to access your workspace, or use Forgot password to request a reset email. If the reset link is missing, expired, or already used, request a new one and then set a new password from the reset page.

4 min readAll workspacesNavigate Finanly and change display preferences

Use the sidebar or the Go to command palette to move around Finanly, and use the theme button to switch between light and dark display modes. These preferences change how the app looks and where you go, but they do not change your books or money data.

3 min readAll workspaces
We can help

Still need a hand?

Tell us which workspace and page you were using, what you expected, and what happened. Include the time and any request reference shown on screen.

Keep passwords, access tokens and private bank details out of your message. Review screenshots before sharing them.

Contact supportSend a request to our team.A simple form, with a reference for follow-up.Check system statusSee current service availability and monitoring history.Individual connection health is shown in your workspace.