Create your Efiner account
Set a password and your Efiner workspace opens on this account.
Already have an account? Log in
Step 1 of 4
First, name your workspace
A workspace holds one set of books — a company, a division, or a client whose accounts you keep separately.
Give the workspace a name to continue.
Add the accounts you watch
Balances are what the cash position and the 90-day projection are built from. One is enough to start.
What is already committed?
Payroll, rent, a retainer landing next week. These are what turn a balance into a forecast. Add them later if you would rather.
Ready to open
This is what your workspace starts with.
Overview
Everything as of today
Your workspace is empty — let's fill it.
Efiner does not invent numbers. Everything on this screen is built from the balances and items you enter, so nothing appears until you add the first one.
- 1Name the workspace
The company, entity or client these books belong to. The guided setup covers this and the next two steps.
- 2Add an account
A name and today's balance is enough to start the cash position.
- 3Add what is already committed
Payroll, rent, invoices due. The 90-day projection is drawn from these.
- 4Record spending
Transactions drive the category split, the vendor list and the burn rate.
Projected cash
Next 30 days
Money already scheduled
Where it went
Last 30 days by category
Accounts
Balances as you entered them
Projections are arithmetic on the balances and scheduled items in this account. They are informational only and are not investment, tax, or accounting advice.
Nothing to project yet
The projection starts from your account balances. Add an account and this becomes a 90-day line.
90-day projection
Scheduled items
Add anything the feed cannot see yet — the projection redraws straight away.
| Item | When | Amount |
|---|
No spending recorded yet
Add a transaction below and it lands in the category split, the vendor ranking and the burn rate.
By category
Top vendors
Ranked by total spend
Transactions
Add one and it lands in the category split and the burn rate.
| Date | Vendor | Category | Amount |
|---|
Report builder
Pick the view, then export it as CSV.
Your accounts
Balances feed the position and the projection.
| Account | Added | Balance |
|---|
Workspace
Applies to everyone on this account.
Password
Changing it signs you out of other browsers.
Your data
Everything in this workspace lives in this browser.
Clearing removes the accounts, scheduled items and transactions you have entered and starts the workspace over. Your sign-in stays.
Danger zone
This cannot be undone.