Business Settings

Business Profile

Company Name

Business Type

Phone

Address

App Theme Light Dark

Save Profile

Danger Zone

Permanently delete all transactions, invoices, clients, forecasts, and planning data.

Delete All Data

Financial Settings

Currency USD ($) EUR (EUR) GBP (GBP)

Fiscal Year Start January April July October

Default Tax Rate (%)

Payment Terms (Days)

Save Financials

Invoice Settings

Invoice Number Prefix

Default Footer

Save Preferences

Invoice Templates

+ New Template

Team Members

Invite Member

Compliance & Tax Settings

Tax Region United States Canada United Kingdom

Tax ID (EIN/VAT)

Sales Tax (%)

Income Tax (%)

Save Compliance

Smart Alerts

Create First Rule

Bank Connections

Sync now Connect Bank

Recommended

Teller

Direct connection with fast sync and business account support.

Connect with Teller

No bank accounts connected yet. Use Teller to link your business bank.

Subscription Management

Current Plan: Business

Status: Active

$99 / month

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