Stories

A story is a scrolling narrative that explains your figures chapter by chapter, with charts and commentary. This page covers reading a story, creating and changing one with Reeve, and sharing it.

Read a story

1. Open the Stories tab in the menu and click a story. It opens full screen.
2. Choose Read the story, or scroll. Each chapter moves through its steps as you scroll.
3. Use the list of chapters at the side to jump to a chapter.

Control	What it does
View switch	In stories that have one, switches the comparison the story shows, for example against budget or against last year.
Basis	Marks what each step rests on: data, an answer someone gave, or an assumption.
Data (on a chart)	Shows the table behind the chart. You can open it full screen.
A figure	Click a figure to see where it comes from: how it was calculated and where its data was loaded from. The arrow opens the report behind it.
About this story	Shows the owner, when the story was saved and when its figures were read.
Theme	Switches between a light and a dark theme.
✨	Opens Reeve, to ask about the story or have it changed.
Share	Opens the sharing options.
Back	Returns to the home page.

Create a story

Stories are drafted by Reeve, the built-in AI assistant. You need the Editor role or above.

1. Open the Stories tab and choose Create with Reeve · AI.
2. Tell Reeve what the story should cover. Reeve drafts it on the page beside the chat.
3. While the bar above the story says Reeve’s draft, not saved, choose Keep to save the draft as the story, or Discard to drop it.

A new story is private. A private story is visible to its owner and to the workspace’s power users and admins.

You can also draft a story from Claude. See Using finstory with Claude and other AI assistants (MCP).

Change a story

Stories are changed through Reeve, not edited by hand.

1. Open the story and click ✨.
2. Tell Reeve what to change, for example a headline or the order of the chapters.
3. Choose Keep to save Reeve’s draft, or Discard.

To go back to an earlier version, choose History in the bar above the story, pick a version to preview it and choose Restore. Back to the story leaves the preview.

To rename or delete a story, open More options next to it in the Stories tab.

You can change	If you are
Your own private stories	Editor or above
Public stories	Power user or Admin
Someone else’s private story	Admin

Share a story

Open the story and choose Share.

With finstory users

• If the story is public, everyone in the workspace can open it. Choose Copy link and send the link.
• If the story is private, a power user or admin chooses Make public & share. Other roles ask a power user to do this.

Power users and admins can also use Promote to public and Make private in the story’s More options menu.

Outside finstory

Power users and admins can share a story with people who have no finstory account.

1. Under Outside finstory, choose Specific people and enter their email addresses, or Anyone at a domain and enter the domain.
2. Set the Expires date. It starts at 30 days from today.
3. Choose Create link and pass the link on straight away. It is shown only once.

Readers sign in with Google, Microsoft or an email link. They see the story only, without its sources, Basis or Reeve.

Under Links you can see who opened each link, change its expiry date or choose Revoke to stop it working.

Present or export a story

To present a story, open it in your browser and scroll through it; it already fills the screen. Stories are shared as links. There is no export to PowerPoint or PDF.