Your company details appear on invoices, quotes, statements and the menu. Change them here.
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Type 1–3 initials, or upload a logo image (PNG, JPG or SVG). It appears in the app menu and on your invoices, quotes and statements.
The tax label shown on invoices and quotes — e.g. GST, VAT, Sales Tax. Default is GST.
Applied to ticked line items on new invoices (e.g. GST 10%, VAT 20%).
Bank account balance
Set a starting balance to track it here.
Enter your current bank balance. It then adjusts automatically as invoice payments are received and expenses are paid.
Shown in the Notes & Terms box on every new invoice — you can still edit it per invoice. Leave blank for the built-in default.
Shown on every new quote. Leave blank for the built-in default.
Shown on every new purchase order. Leave blank for the built-in default.
Checking Stripe status…
Your secret key is stored on the server only — it is never shown here or sent to your browser. Use test keys (sk_test_…) first, then switch to live.
Tip: leave a field blank to use the built-in default. “Save settings” saves the boxes above; the sections below each save on their own.
Send invoices, quotes and reminders from your own email address. For reliable delivery as your domain, use your own SMTP server or Microsoft 365 — the built-in mailer can land in spam when sending as your address.
587 = STARTTLS · 465 = SSL
In Azure → App registrations: register an app, add the Mail.Send application permission and grant admin consent, then create a client secret. Mail sends as the From email above (a mailbox in that tenant).
Passwords and client secrets are stored on the server only — never shown here or sent to your browser.
Download a complete copy of all your data — invoices, quotes, clients, items, expenses, payments and settings — as a single JSON file. Keep it somewhere safe.
Change the password you use to sign in to this app.
You'll stay signed in on this device; use the new password the next time you sign in.
Add a second step when you sign in: after your password, we email a 6-digit code to your login address that you enter to finish. It helps keep your account safe even if your password is guessed.
Your business data is stored on our server, isolated to your account. The Scan and ✨ Generate tools are optional — when you use them, the content is sent to Anthropic (our AI provider) to produce the result; Anthropic doesn't train on it and we don't keep a copy of the AI request. Card payments go to Stripe; uploaded receipts are kept private to your account.
Permanently delete this account and all its data — invoices, quotes, purchase orders, clients, items, expenses, receipts and settings. This cannot be undone. We cancel any subscription and remove everything within 30 days.
Add up to 5 users and set what each can do.
Owner = full control + manages the team. Admin = everything incl. settings. Staff = day-to-day (invoices, quotes, clients, expenses). Viewer = read-only.
Checking MYOB…
Push your invoices, purchase orders, expenses and payments straight into MYOB AccountRight. Create a free developer app at developer.myob.com, add the redirect URL below to it, then paste its API key & secret here.
Your secret is stored on the server only and is never shown back. Use the MYOB AccountRight API. The redirect URL must match exactly in your MYOB app.
API keys saved. Now connect your MYOB account to authorise access.
For an online file, enter the company-file user’s sign-in (often Administrator with a blank password). Stored on the server only — never shown back.
Choose where each kind of record posts in .
Connected to . Push records to MYOB — already-synced records are skipped.
Checking Xero…
Push invoices, purchase orders, expenses and payments into Xero. Create an app at developer.xero.com (an “Auth code” web app), add the redirect URL below, then paste its Client ID & secret here.
Your secret is stored on the server only and never shown back.
API keys saved. Connect your Xero account to authorise access.
Connected to . Push records to Xero — already-synced records are skipped.
Checking QuickBooks…
Push invoices, purchase orders, expenses and payments into QuickBooks Online. Create an app at developer.intuit.com, add the redirect URL below, then paste its Client ID & secret here.
Your secret is stored on the server only and never shown back. Use the production keys for live data.
API keys saved. Connect your QuickBooks company to authorise access.