Plenty of people run more than one thing on Finocket — a trader with two firms, a CA holding several clients' books, or one person keeping a business and a personal set of accounts deliberately apart. Finocket keeps them apart properly, and gives you one place to move between them.
Where do I switch?
- On a computer or tablet: at the top of the left sidebar, just under the Finocket name.
- On a phone: tap your profile picture at the top right — the switcher is at the top of that menu.
If you only have one business and one sign-in, the switcher does not appear at all. There is nothing to move between, so it stays out of your way.
What is the difference between a business and an account?
They are two different things, and Finocket never mixes them up.
- A business is a workspace you belong to — your firm, or a client whose books you keep. One sign-in can hold several. Switching between them is instant and needs no password.
- An account is a different sign-in entirely — a different person, or the same person keeping a personal login separate from a work one. Two accounts share nothing: not their books, not their settings, not anything saved on this device.
Finocket will never join two accounts together because the email addresses look similar. If you want them kept apart, they stay apart.
How do I add another business?
Choose Add a business in the switcher. That takes you to your list of businesses, where you can create the new one. It belongs to the sign-in you are already using — you do not sign up again, and you do not need a second email address.
How do I add another sign-in?
Choose Add another account. Finocket asks you to sign in fresh, even though you are already signed in — that is deliberate, because this is meant to be a different account. Both then stay signed in, and the switcher lists them, much like being signed in to two mail accounts at once.
What happens to my data when I switch?
Everything the last business had saved on your device is cleared first, and the page reloads. This is why a switch takes a moment rather than being instant: it is the only way to be certain that a figure from the last set of books can never appear under the next one's name.
You land on the same screen you were already looking at. If you were comparing two clients' reports, you get the other client's report — not a trip back to the dashboard.
Signing out when several accounts are signed in
Finocket asks which you mean. Sign out ends only the account you are using and leaves the others working. Sign out of all accountsends every one of them on this device.
On a shared or public computer, choose sign out of all accounts. Signing out of one while another stays open is how someone else ends up looking at books that are not theirs.
What signing out actually ends
If you sign in with Demystify ID, two things are keeping you signed in: Finocket itself, and Demystify ID. Signing out ends both. That is why it matters — ending only the first would let the next visit to Finocket use the second and put you straight back on your dashboard, without ever asking who you are.
Anything Finocket had saved on the device goes at the same time: which business you were in, the screens you had open, and anything held for working offline.
You can sign out from the menu under your photo in the top right, or from the bottom of your profile page. Both do exactly the same thing.
You are returned to the Finocket sign-in screen. On a test or preview version of the app you may stop on a Demystify ID page instead — that is normal, and you are fully signed out either way.
If you sign in with an email address and password instead of Demystify ID, none of this applies — signing out has always worked the way you would expect.