Skip to content
finstory helpfinstory helpfinstory help

Getting started with finstory

Updated · View as Markdown

This page explains how to sign in, what a workspace is and where to find things in the app. It ends with first steps for people who read reports and for people who set a workspace up.

Sign in

Section titled “Sign in”
  1. Go to https://app.finstory.ai.
  2. Choose Continue with Google or Continue with Microsoft, or type your email address and choose Send sign-in link.
  3. If you asked for a sign-in link, open the email and click the link in the same browser you started in.

There is no separate finstory password. You sign in with your Google or Microsoft account, or with a link sent to your email address.

If you were invited

Section titled “If you were invited”

An admin or power user of the workspace creates an invite for your email address and sends you a link.

  1. Open the invite link.
  2. Sign in with the same email address the invite was made for.

The link works once and expires after 14 days. If it has expired or was lost, ask the person who invited you for a new link.

If your company is new to finstory

Section titled “If your company is new to finstory”

A new company starts with a free trial. Signing up needs an invite code from finstory.

  1. On the sign-in page, choose No account yet? Sign up with an invite code.
  2. Enter the invite code and your company name, agree to the trial terms and choose Continue.
  3. Sign in. finstory creates your trial workspace and opens Reeve, the built-in AI assistant, to help you set it up.

What a workspace is

Section titled “What a workspace is”

A workspace holds everything for one company or group: its data models, reports, stories, members and settings. You only see the workspaces you are a member of.

If you belong to more than one workspace, the name of the current one is shown at the bottom of the menu. Click it to switch. The switch changes only the browser tab you are in, so you can keep two workspaces open in two tabs.

A tour of the menu

Section titled “A tour of the menu”
Where What you find there
finstory.ai logo The home page. It shows where the workspace stands and what you can do next.
Reports tab Your reports, in groups. Search them, switch between a list and thumbnail views, and open one.
Stories tab The stories you may open.
Chats tab Your conversations with Reeve.
Workspace name Switches the workspace for this tab. A trial workspace shows the days it has left.
Settings Workspace settings, for admins and power users. Other roles see Memory here instead.
Data Models The structure and data of each model, for admins and power users.
Logout Signs you out.

Use the arrow at the top of the menu to collapse or expand it. What you see in the menu depends on your role; see Workspace administration.

First steps

Section titled “First steps”

If you read reports and stories

Section titled “If you read reports and stories”
  1. Open the Reports tab and click a report.
  2. Use the selectors under the report’s title to change what it shows, for example the entity, year or period.
  3. Open the Stories tab and click a story to read it.

If you set the workspace up

Section titled “If you set the workspace up”

These steps need the Admin or Power user role.

  1. Invite your colleagues in Settings > Members.
  2. Bring in your figures: connect a source system or upload an Excel file. See Integrations and connectors and Importing and managing data.
  3. Create your first report with Create report on the Reports tab. See Reports.
  4. Ask Reeve to draft a story from your reports. See Stories.
Section titled “Related pages”