BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Company Settings

Profile, localization, branding, tax and AI/email integrations in one place. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open Settings; complete Company & Compliance.
  2. Set localization (currency, date, language).
  3. Add logo and configure integrations as needed.
Try it now
Recording script (for video producers) 
TITLE: Company Settings  (target 2 min, Basic)
HOOK (0-5s): "Profile, localization, branding, tax and AI/email integrations in one place."
ON SCREEN: open /management/settings
STEP 1 — say: "Open Settings; complete Company & Compliance."  (show the matching click)
STEP 2 — say: "Set localization (currency, date, language)."  (show the matching click)
STEP 3 — say: "Add logo and configure integrations as needed."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."