# Install

### **Installing Finnex AI Add-in from Microsoft AppSource**

Finnex AI is an Excel add-in listed on Microsoft AppSource. There is no traditional installation required; users can simply download and add it to their Excel application directly from the marketplace. Follow the steps below to download and install the Finnex AI add-in:


1. **Open Excel**: Launch Microsoft Excel on your computer.
2. **Access the Add-ins Store**:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/9f6868a7-df49-40a6-ba96-c5b6626a1f7e/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=e92b29276700c3798165d6ace2bceef74b1bf1fb2f49a4bce3e1b77c7d45b244&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =911x112")
3. **Search for Finnex AI Assistant**:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/7b49126a-f9f1-43b4-abf8-3a83989de8c8/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=4a6acb5e71d863809bfaff2fae3245082e55f1e70cf7331091b287f1bc66ee10&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =356x516")
4. **Add the Finnex AI Assistant Add-in**:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/eb6bed8a-449b-4241-b5b3-02e57d8bc038/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=bf04dd387b8e462aac297f8db18603efb0d7aacedb4c8c1af41b9204ca7e5aac&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =333x104")
5. **Start Using Finnex AI Assistant**:

   ![](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")
   * Register and Login to **Finnex AI Assistant**.

---

**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)