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FinBot Solution

FinBot Installation

In the top navigation bar, click SolutionsFinBot (Financial Edition) to open the FinBot solution page.

FinBot solution page

Sign In / Register

Click Get Started to sign in or register.

Sign in / register page

Claim Free Plan

After signing in, under FinBot Plan – Personal, claim the free plan. You need to complete your name, company name, and other information first. Once completed, the free plan is claimed successfully.

Complete information to claim plan

Claim free plan

Deploy FinBot

After claiming, click Create FinBot to deploy FinBot. Multiple FinBot instances are supported.

Create FinBot

When the status changes to Deployed, click Open FinBot to access FinBot.

Deployed status

Get Started

After registration, you enter the FinBot chat page. Models are pre-configured by the system—start a conversation directly.

Chat page

Install Gangdise Skills

After entering FinBot, you can install Gangdise skills as needed.

Install Gangdise skills

Delete Application

Click Delete. After deletion, application data will also be cleared, and the application cannot be recovered. Delete with caution.

FinBot Plan Purchase

After a personal registration plan expires, you can claim one complimentary plan per month. If plan quota is insufficient, click Upgrade Plan to purchase and select a new duration to upgrade.

Plan upgrade

Plan upgrade

Plan upgrade confirmation

Purchased plans can be renewed to extend validity. Click the Renew button on the current plan to renew.

Plan renewal

Plan renewal confirmation

To purchase a team plan, select Team and click Purchase Plan to create a new team.

Create team and team plan

Team plans also support renewal and upgrade. Create team and team plan

FinBot Credits Purchase

Both personal and team Credits can be purchased. Before placing an order, switch to the corresponding account identity by clicking the top-right corner.

Credits purchase

Credits support multiple purchase periods of 1, 3, 6, and 12 months for flexible procurement as needed.

Credits purchase period selection