Skip to content
All features

Organization settings and administration

Configure once — numbering, templates, roles, tax and locale.

23 capabilities included

Identity and locale

  • Company identity, address, contacts, logo, and branding
  • Regional, language, locale, currency, and time-zone settings
  • Payment terms and preferred payment methods

Finance configuration

  • VAT regime, VAT thresholds, tax periods, and pricing mode
  • Bank accounts and opening balances
  • Expense, service, product, and document categories

Structure and access

  • Departments, teams, positions, warehouses, and units
  • Users, invitations, user status, and seat limits
  • Role and permission configuration

Documents and comms

  • Document numbering and prefixes
  • Invoice, offer, contract, and expense templates
  • Print styling and fiscal-printer settings
  • Client portal configuration
  • Email governance
  • Notification preferences
  • Electronic-signature settings

Enterprise controls

  • Approval workflows for sensitive settings
  • Version history and settings restoration
  • Enterprise settings import/export
  • Dashboard preferences and idle logout
  • Data imports and accounting backfill
  • GDPR data export
  • Organization deletion with grace-period handling

Your whole business, live by tomorrow morning

Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.