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Guides for finance teams using finstory, from your first report to running your workspace.

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Getting started with finstorySign in to finstory, learn what a workspace is, find your way around the menu and take your first steps.

Core conceptsA glossary of the words you meet in finstory, such as workspace, model, dimension, report and story.

ReportsRead a report, create and edit one, publish and organise reports, and see which role can do what.

StoriesRead a story, create or change one with Reeve, and share it with finstory users or with people outside finstory.

Importing and managing dataUpload an Excel file, download data again and maintain the dimensions and structure of a model in finstory.

Integrations and connectorsSee which systems finstory can load figures from, connect one through Reeve, and manage connections and scheduled loads.

Working with ReeveLearn how to chat with Reeve, the AI assistant in finstory, to ask about your numbers and build reports and stories.

Using finstory with Claude and other AI assistants (MCP)Add the finstory connector to Claude or another AI assistant, approve access, and see what you can ask it to do with your figures.

Workspace administrationManage the people in a workspace, see what each role can do, and find out what you can set under Settings.

FAQ and troubleshootingFind answers to common problems with signing in, missing data, periods and scenarios, connections and the Claude connector.