Desktop Agent
Securely download bank statements and check images directly from your financial institutions to Expansas Financial.
Why Do I Need This?
Many financial institutions actively block cloud-based automation to protect against unauthorized access. This means Finny cannot directly connect to your bank from our servers.
The Desktop Agent runs on your computer and acts as a secure bridge between your bank and Expansas Financial. It:
- Downloads bank statements and check images from your bank's website
- Securely uploads them to your Expansas Financial account
- Runs locally on your machine with your credentials never leaving your computer
- Can be scheduled to run automatically or triggered on-demand
Download
Windows
Windows 10 or later
Download the installer for Windows. Supports both x64 and ARM64 architectures.
Download for WindowsmacOS
macOS 12 (Monterey) or later
Download the universal binary for macOS. Runs natively on both Intel and Apple Silicon Macs.
Download for macOSVersion 1.0.0 • Released January 2026
Installation Instructions
Windows Installation
- Download the Windows installer (.exe) using the button above
- Run the installer and follow the on-screen prompts
- If Windows SmartScreen appears, click "More info" then "Run anyway"
- Once installed, launch One People Desktop Agent from the Start Menu
- Sign in with your Expansas Financial account
- Follow the setup wizard to connect your bank accounts
macOS Installation
- Download the macOS disk image (.dmg) using the button above
- Open the downloaded .dmg file
- Drag One People Desktop Agent to your Applications folder
- Open the app from Applications
- If macOS shows a security warning, go to System Settings → Privacy & Security and click "Open Anyway"
- Sign in with your Expansas Financial account
- Follow the setup wizard to connect your bank accounts
System Requirements
Windows
- Windows 10 (64-bit) or later
- 500 MB available disk space
- 4 GB RAM minimum
- 1280x720 minimum resolution
macOS
- macOS 12 (Monterey) or later
- 500 MB available disk space
- 4 GB RAM minimum
- Intel or Apple Silicon
What It Does
Bank Statements
Automatically downloads PDF statements from your bank's online portal
Check Images
Downloads front and back images of cleared checks for your records
Secure by Design
Bank credentials stay on your computer and are encrypted at rest
Privacy First
Only the downloaded documents are sent to One People, never your login details
Need Help?
If you encounter any issues with the Desktop Agent, our support team is here to help.