# Account Management

## **Creating an Account**


1. **Open Excel and Launch Finnex AI**:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/f712edc4-8c48-4a24-927a-5e842f319495/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=3f6b1cd6b604552776e36d971ae69fdcf0043cfd6215d6e54840c364e3759fa0&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =881x98")

   
2. **Click ‘Sign Up with Microsoft’**:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/414bfd49-f46b-43f7-a584-38ec706de41a/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=9b01e071c13c742ceadf514a5bec8dcb71266c613e4ce9ddd78bc237d3c64519&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =324x493")

   
3. **Use your email to securely sign up**:
   * Use your Company or Microsoft email and your selected Multi-Factor Authentication (MFA) to sign up.

## **Log In**


1. **Open Excel and Launch Finnex AI**:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/f712edc4-8c48-4a24-927a-5e842f319495/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=3f6b1cd6b604552776e36d971ae69fdcf0043cfd6215d6e54840c364e3759fa0&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =881x98")

   
2. **Click ‘Login with Microsoft’**:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/b2494152-af1b-4cb0-a5a6-ab18554a7e41/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=f661edbd35880fbfc099ae781006668396fb07eb00d3a0a7629d0ffa2541885c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =322x490")

   
3. **Use your email to securely sign in**:
   * Use your Company or Microsoft email and your selected Multi-Factor Authentication (MFA) to sign in.

## Log Out


1. Click on the **Menu** button
2. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/c4ccbf59-9e0e-4544-a0c4-fa56685b936a/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=fd2333d2a5ad1a2d47e380b62d21e991e0d58fc1233b58aca43204885099026c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =66x37")

   Select **Logout**

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/fd0c4a70-c283-4784-93d1-a9e2cac2c877/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=6ce40c64fc94450bc56e65a6f87483c9650ce0db7e958ec32e405638becefbf1&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =82x23")

   

## Reload and Clear Cache


1. For Mac Users, click on Information button:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/b088eaca-3067-41fc-8147-be5de95972ae/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=7086f94b58d2d43519176754109d195b9e4370aa3b963061b245f61c8741c556&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =28x27")

   
   1. Select ‘Clear Web Cache’. 
   2. Select ‘Reload’ to reload the page. 

   
2. For Windows Users, click on Information button:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/ed7d8d9a-5d25-48c5-8ff1-2d546cf65371/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=47c91b9936c527078d04bcf13a904867eb7a0d77729c2a1fbe1c0c75f2df22bd&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =18x46")

   
   1. Select ‘Reload’ to reload the page.

      To clear cache:

      a. Click on **File** → **Options**

      b. Select **Trust Centre** → **Trust Centre Settings**

      c. Click on **Trusted Add-in Catalogs** → Check **‘Next time Office starts, clear all previously-started web add-in cache’** 

      d. Click **OK** and **Restart Excel**

## **Delete Your Account**

If you decide to stop using the Finnex AI service, you have two options:

**Credit Expiration:**

* This allows you to use any remaining credits before they expire. After the credit expiry date, your account will be automatically closed, and all associated data will be deleted within 3 months.

**Delete Account:**

* Alternatively, if you wish to immediately terminate your service, credits and close your account, you can click on the **Delete Account** button under **Account** Menu. Please note that any remaining credits will not be refundable, and all data will be permanently deleted.

**Important:** Deleting your account is irreversible. Ensure that you have saved any necessary data or used up your credits before proceeding.

---

**Documents**

- [Introduction](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/introduction-PQaACX6iYa)
- [System Requirements](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/system-requirements-KS1GqN2jFp)
- [Install](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/install-DZ8TSCgckG)
- [Account Management](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/account-management-s9EkSLP5CP)
- [Interfaces](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/interfaces-m7JG3TEEQp)
- [Xero Connector](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/xero-connector-3uuwmTfIiA)
- [Billing, Credits, and Usage](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/billing-credits-and-usage-SFxYPhf3zh)
- [Best Practices](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/best-practices-X3n0aDALzL)
- [User Plans](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/user-plans-B4MQMON008)
- [Uninstall](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/uninstall-u60vOWdD8i)
- [FAQ](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/faq-lFQaN9O00Z)
- [Trial Sample for Finnex AI Assistant](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/trial-sample-for-finnex-ai-assistant-LJc4Kq7jEM)