Company Information
Update your business details
Current Plan
Manage subscription
Professional
Active$99/mo
Unlimited transactions
- ✓ 5 platform connections
- ✓ Auto-reconciliation
- ✓ QuickBooks sync
- ✓ Priority support
Team Members
Manage who has access
JD
John Doe
john@company.com
SS
Sarah Smith
sarah@company.com
MJ
Mike Johnson
mike@company.com
Notifications
Configure alert preferences
Sync Failures
When platform sync encounters errors
Reconciliation Alerts
Unmatched deposits over $500
Monthly Reports
Auto-generated financial summaries
New Transactions
Real-time transaction notifications
Security
Manage account security settings
Two-Factor Authentication
Add an extra layer of security
Password
Last changed 30 days ago
Active Sessions
2 devices currently active