Business Profile

Manage your business information

Business Information

This information will be displayed on your dashboard and used for reports

PNG, JPG up to 5MB. Used on invoices and reports.

Invoice Branding

Customize how your invoices look with your brand colors

Choose your primary brand color for invoices

Optional - for tax purposes

Business Documents

Upload and store important documents like your EIN letter, business license, and insurance certificates.

PDF, JPG, PNG up to 10MB

Why provide this information?

  • • Personalize your dashboard with your business name
  • • Generate reports with your business details
  • • Receive industry-specific recommendations
  • • Better organize your financial data