Manage your account, organization, and preferences
Name, email, and personal preferences
Company details, address, and tax info
Connect bank accounts, manage live feeds, and statement imports
Toggle between Dark and Light mode themes
Upload your company logo for invoices and dashboard
Excel, Google Sheets, and CSV data management
Plan, payment methods, and invoicing
Email, push, and in-app notification preferences
Change password, verify email, and manage access
Configure agent behavior, approval thresholds, and autonomy levels
Connect AWS, Azure, GCP, Microsoft 365, and OpenAI accounts
Currency, date format, fiscal year, and localization