Sign in and reset your password
Use the Sign in page to access your workspace, or use Forgot password to request a reset email. If the reset link is missing, expired, or already used, request a new one and then set a new password from the reset page.
Before you start
- You need the email address for the account you are trying to access.
- To complete a password reset, you need access to the inbox for that email address.
- You also need a valid reset link token from the email message.
- New passwords must be at least 12 characters long, and the two password fields must match.
- No workspace, role, plan, company, or connected-source setup is required beyond the email inbox and a valid token.
Sign in to your workspace
Use this when you already know your email and password and want to open Finanly.
- Open the Sign in page.Sign in
- Enter your Email.Email
- Enter your Password.Password
- Select Sign in.Sign in
After a successful sign-in, the app first tries to send you to a mode-specific default route. It also only honors a safe same-origin next path when one is present.
Request a password reset link
Use this when you cannot sign in and want to email a reset link to the account address.
- Open Forgot password? from the Sign in page.Forgot password?Sign in
- Enter the Email address for the account.Email
- Select Send reset link.Send reset link
After you submit, the page switches to a sent state. The response is intentionally generic, so it does not confirm whether the email address is on file.
Reset your password from the email link
Use the link in the reset email to choose a new password.
- Open the reset link from your email. It loads the reset password page with a token in the address.
- Enter a New password that is at least 12 characters long.New password
- Enter the same value in Confirm new password.Confirm new password
- Select Update password.Update password
If the token is valid and the passwords match, the app confirms the update and shows Go to sign in. You can then return to the Sign in page and use your new password.
What the labels mean
| Label | Meaning |
|---|---|
| Your account email address. | |
| Password | Your current sign-in password. |
| Forgot password? | Opens the reset-request page. |
| Send reset link | Submits the email reset request. |
| Back to sign in | Returns to the Sign in page after a reset request is sent. |
| New password | The new password you want to set. |
| Confirm new password | Must match New password exactly. |
| Update password | Submits the password reset confirmation. |
| Request a new link | Opens the reset request page when no token is available. |
| Go to sign in | Returns to the Sign in page after a successful reset. |
| Retry session | Rechecks your session if Finanly says it cannot verify it. |
Troubleshooting
- If you see Invalid email or password., check both fields and try again.
- If you forgot your password, use Forgot password? instead of guessing repeatedly.
- If your reset link says Missing reset token, request a new link from the forgot-password page.
- If the reset link has expired or was already used, request a new one.
- If you see a request reference on screen, keep it for support.
Updated