Getting Started
QuanFi Mobile vs. Web
Both use the same account, same organization, and same data. The difference is the device and which tasks feel comfortable.
Quick comparison
| Topic | Mobile (browser) | Web (desktop) |
|---|---|---|
| Access | Phone/tablet browser or Home Screen icon | Laptop/desktop browser |
| Login | Same email & password | Same |
| Data | Live org data | Live org data |
| Vendors | View, light edits | Full create/edit/search |
| Documents | View/download | Upload, AI extract, bulk work |
| Tasks | Check & complete | Create with due dates, manage lists |
| Team & Billing | Limited comfort | Preferred |
| Reports / Performance | View KPIs | Analyze and log events |
| Offline | Needs internet | Needs internet |
When to use mobile
- Quick status or contact lookup
- Completing a task already assigned
- Reading an alert about expiry
When to use web
- First-time setup and onboarding a vendor
- Uploading certificates and contracts
- Inviting teammates and managing seats
- Approvals, compliance scans, performance logging
Switching devices
- Sign in on either device with the same email.
- Changes save to the cloud (Supabase-backed).
- Refresh if you do not see a change made on the other device moments ago.
Related
Help Center · Getting Started
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