Settings

The Settings page lets you manage your account, organization, notifications, and more.

Profile

Update your personal information:

Name - your display name
Email - your login email

Password

Change your account password.

Two-Factor Authentication

Two-factor authentication is enabled by default for all accounts using email verification codes. From this section you can switch to an authenticator app (such as Google Authenticator or Authy) for stronger security. Switching methods requires password confirmation. Backup codes are provided after setup in case you lose access to your verification method.

Organization

Note: Only the owner and admins can edit organization settings.

Update your business information. Changes here affect your dashboard metrics, scorecard benchmarks, and AI context:

Business Name (read-only)
Industry - affects scorecard benchmarks
Countries of Operation
Display Currency - your primary reporting currency
Monthly Revenue Range
Revenue Target
Business Age
Team Size
Product Types
Top Goal
Biggest Challenge

All fields save automatically when changed.

Billing

Note: Only the organization owner can access billing settings.

View your current plan
See Nummbas-FO usage (messages used vs. monthly limit)
See integration usage (connections used vs. plan limit)
Click Manage Plan to open the Stripe customer portal for upgrades, downgrades, payment methods, and invoices

Notifications

Control which emails you receive:

Daily Financial Pulse - daily summary of key metrics
Weekly Email Digest - weekly Monday summary with trends
Integration Alerts - notifications about sync issues or credential problems
Smart Alerts - custom threshold-based alerts (Growth plan and above)

Marketing Preferences

Control marketing communications:

Special Offers
Tips and News
Product Updates
Feature Announcements

Danger Zone

Warning:

These actions are destructive and cannot be undone. Both require password confirmation.

Flush All Data and Re-sync - available to the owner and admins. Removes all synced data for every integration and triggers a fresh sync from scratch.
Delete Account - available to the owner only. Permanently deletes the organization and all associated data. Data is retained for a limited period before permanent deletion.