# Capinex Finance — User Guide

> Step-by-step guide for the Capinex Finance app. Written for the sales team — no jargon, no shortcuts.

## Docs

- [Access Control](https://docs.capinex.in/admin/access-control.md): Add and remove team members. Change roles. Block users without deleting them. Super Admin only.
- [Field Management](https://docs.capinex.in/admin/field-management.md): Decide which fields appear in the customer table, search, and exports. Add custom fields. Super Admin only.
- [Settings](https://docs.capinex.in/admin/settings.md): Pick the AI model used for natural-language search. Read the audit log of every action in the app. Super Admin only.
- [BL Analyser](https://docs.capinex.in/features/bl-analyser.md): Upload a business bank statement PDF. Get an AI summary of cash flow, bounces, red flags, and lending recommendation.
- [CIBIL Report](https://docs.capinex.in/features/cibil-report.md): Upload a CIBIL credit report PDF. Instantly see the score, accounts, balances, overdues, and risk indicators.
- [Credit Reports](https://docs.capinex.in/features/credit-reports.md): Open the Capinex CRM dashboard in a new browser tab. Browse and export bureau reports.
- [Customer Profile](https://docs.capinex.in/features/customer-profile.md): Search any customer. See their credit score, income, loans, and past dues. Bulk-upload customer data.
- [Loan Applications](https://docs.capinex.in/features/loan-applications.md): Search loan applications by form number, date, or filters. Upload bulk data. Use AI to ask in plain English.
- [Manage Uploads](https://docs.capinex.in/features/manage-uploads.md): See every Excel file you've uploaded, search by name, and delete old uploads to free up storage.
- [PL Analyser](https://docs.capinex.in/features/pl-analyser.md): Upload a personal bank statement PDF. See salary, EMIs, charges, FOIR (lending capacity), and high-value transactions.
- [Tour of the menu](https://docs.capinex.in/getting-started/menu-tour.md): What every item in the sidebar does, in order.
- [Sign in](https://docs.capinex.in/getting-started/sign-in.md): How to log in to Capinex Finance for the first time and every time after.
- [Sign out](https://docs.capinex.in/help/sign-out.md): How to sign out of Capinex Finance — and what gets signed out alongside it.
- [Troubleshooting](https://docs.capinex.in/help/troubleshooting.md): Common problems, fast fixes.
- [Capinex Finance — User Guide](https://docs.capinex.in/introduction.md): Step-by-step playbook for the Capinex Finance app. Built for the sales team.

## OpenAPI Specs

- [openapi](https://docs.capinex.in/api-reference/openapi.json)