Settings

Manage your agency profile and preferences.

Manage multiple businesses or income streams. The active profile allows you to record transactions specifically for that entity.

Having trouble with your profiles or settings? Our support team is here to help.

Company Name

This name will appear on generated PDFs and invoices.

Company TIN

Entity Type

Changing this will be logged in the audit trail.

Permanently remove your business profile, all recorded transactions, and uploaded receipts for the current active profile.