Product Guides

Signing up

Sign up and configure your organization account on Finobi using Microsoft Office 365

Joining an organization

Join to an existing organization and start using Finobi

Microsoft Admin Consent

Learn how to provide admin consent for Finobi WebApp - either for the entire organization or for select users

AI Assistant for Client Q&A

Ask anything about your clients with AI-powered assistance that remembers context from all meetings

AI Assistant for Filenote Q&A

Select any text from filenotes and instantly ask questions about it using AI chat

Generate New Sections in Filenote

Automatically generate new subsections in filenotes based on meeting discussions with simple instructions

Reformat Filenote

Instantly reformat and restructure your filenotes with AI-powered text transformation

Share Recordings from Mobile

Share your meeting recordings from other apps to Finobi app

Generate Login Password

Generate a password to login to Finobi, you can login to Finobi iOS app using this password.

Worksorted Integration

Learn how to integrate Worksorted with Finobi

Import Clients from WorkSorted

Import existing clients from WorkSorted directly into Finobi

Export File Notes to WorkSorted

Export AI-generated file notes directly to WorkSorted client profiles

Export Tasks to WorkSorted

Export tasks from Finobi to WorkSorted as jobs with automatic user assignment

IT Admin Onboarding

Set up your Finobi organization, secure your account, connect Microsoft, and invite your team