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FinanlySupport

Find a guide and contact Finanly support

3 min readAll workspaces

Find Finanly guides in English or Canadian French, search across titles and full guide text, and contact support through the public form. You can also check a submission or system status when a result is not yet confirmed.

Before you start

  • For the support form, have your name, email address, subject, and a message of at least 20 characters ready.
  • If you are reporting an issue, note the page or action, what you expected, what happened, the time and time zone, and any request reference shown on screen.
  • Do not include passwords, access tokens, or private bank details in the message.

Find a guide

Use the public Support page or the in-app Help & support link to open the guide library. English is the default, and Canadian French is also available.

  1. Open Help & support or the public Support page.Help & support
  2. Type a task, tool, or question in Search.
  3. If needed, add a topic filter before you search.
  4. Review the matching guides or open the complete topic list below the results.
  5. If you want the other language, switch to English or Français. The same guide opens in the other language when available.

Search is case-insensitive and ignores accents. It matches words across the guide title, summary, and body, so the same words must appear together in one guide.

Contact support

The Contact support page opens a real public form. You do not need to sign in or use an email app to submit it.

  1. Open Contact support.Contact support
  2. Enter Your name and Email address.Email addressYour name
  3. Choose a topic.
  4. Optionally enter Workspace or company.
  5. Enter a Subject.Subject
  6. Type your message in How can we help?; it must be at least 20 characters.How can we help?
  7. Review the message for private information, then select Send request.Send request

If the form accepts your request, you will see Your request was submitted and a Request reference. That means the support mail service accepted the request for the existing Finanly support inbox. It does not guarantee inbox delivery or a reply time.

Check a submission

If you cannot confirm the outcome right away, keep the request reference and use Check submission. This checks the original request; it does not send a new message.

  1. Open the submission result page or return to Contact support with the original reference.Contact support
  2. Select Check submission.Check submission
  3. Wait for the status result.

A confirmed submission shows Your request was submitted. An unknown outcome stays unconfirmed until you check it. If browser storage is available, Finanly keeps the request and receipt reference across reloads, but not your message text or personal details.

Retry a known failed request

Use Retry original request only when Finanly shows a known failure. This resends the original request contents and reference; it does not create a replacement.

  1. Open the failed request receipt.
  2. Select Retry original request.Retry original request
  3. Wait for the updated status.

If the outcome is still unknown, do not send another copy. Unknown outcomes remain held and are not resent.

Check system status

Use Check system status to open the public status page and review current service availability.

Privacy and support limits

  • Do not include passwords, access tokens, or private bank details.
  • There are no file attachments on the support form.
  • Review screenshots before sharing them through an agreed channel.
  • Documentation language does not change your app language or financial settings.
  • Available tools can depend on your workspace, role, plan, and connected services.

Updated

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Understand workspace isolation and safe sharing

Finanly opens each signed-in session in one active company workspace at a time. Server-checked access uses that active workspace plus your current membership and role for protected actions, while some pages and controls may also depend on product mode or enabled entitlements.

4 min readAll workspacesCheck status and report a problem

Use the public System status page to check current service health, hourly history, and incident observations, then use Contact support if you need to report a specific problem. The page is read-only, uses UTC times, and can show unknown or stale measurements when current health cannot be confirmed.

4 min readAll workspaces
We can help

Still need a hand?

Tell us which workspace and page you were using, what you expected, and what happened. Include the time and any request reference shown on screen.

Keep passwords, access tokens and private bank details out of your message. Review screenshots before sharing them.

Contact supportSend a request to our team.A simple form, with a reference for follow-up.Check system statusSee current service availability and monitoring history.Individual connection health is shown in your workspace.