Profile
Profile is the landing page of the /settings shell and the starting point for account-level configuration. The page adapts to your account type: solo accounts see Business Profile (name, logo, plan, and inline business settings), while advisory firms see Your Firm (name, logo, plan, team, client-portal options, and the list of managed businesses). Branding set here — your name and logo — flows into invoices and PDF reports.
Key capabilities
- Account-type-aware layout: Business Profile for solo, Your Firm for advisory firms
- Inline editing of your firm/business name (click to edit, Enter to save)
- Logo upload (PNG, JPEG, GIF, WebP, or SVG)
- Plan badge showing your current tier and trial/billing status
- Solo Business Settings: entries start date, default currency, tax year-end month, accounting basis, mailbox prefix, inventory mode
- Default currency options: USD, CAD, AUD, EUR, GBP
- Accounting basis toggle: accrual or cash
- Inventory mode toggle: Finished goods (resale) or CPG (production, recipes, landed COGS)
- Mailbox prefix for AI bill forwarding (e.g.
acme-corp) - Advisory Team Members card with a live staff count and a jump-link to Staff
- Advisory Client Portal toggle for Client Messaging
- Advisory Businesses table with New Business and per-business Invite Client actions
How it works
The same page displays different sections depending on whether the account is solo or an advisory firm.
flowchart TD
open["Open /settings?section=profile"] --> type{"Account type"}
type -->|"Solo"| soloHdr["Header: Business Profile"]
type -->|"Advisory"| firmHdr["Header: Your Firm"]
soloHdr --> common["Plan badge + name + logo"]
firmHdr --> common
common --> soloBranch{"Solo?"}
soloBranch -->|"Yes"| bizset["Inline Business Settings"]
soloBranch -->|"No"| firmset["Team, Client Portal, Businesses"]How to use it
- Open Settings — the Profile page is the default view.
- Click your name to rename inline; press Enter to save or Escape to cancel.
- Click the logo tile to upload a logo — choose a high-resolution PNG/JPEG/GIF/WebP/SVG.
- Check the Plan badge for your current tier and trial status; manage details under Settings > Billing.
- Solo: in Business Settings, set entries start date, default currency, tax year-end month, accounting basis, mailbox prefix, and inventory mode, then click Save Changes.
- Advisory: use New Business to onboard a client, Invite to give a client portal access, and the Client Messaging toggle to allow inbound client messages.
Pro tips
- Upload a high-resolution logo — it renders on invoices and PDF reports, so low-res art looks unprofessional.
- The mailbox prefix powers AP email forwarding; set it before you start forwarding vendor bills for AI extraction.
- Pick the right inventory mode early: Finished goods hides the Supply Chain map, Production, and Landed COGS tabs, while CPG exposes them.
- Accounting basis (accrual vs cash) affects how reports recognize revenue and expenses — confirm it with the client before close.
- Advisory firms manage detailed per-business fields on the Businesses page; the Profile businesses table is the quick onboarding/invite entry point.
In-depth guide
Solo vs advisory layout
| Section | Solo (Business Profile) | Advisory (Your Firm) |
|---|---|---|
| Plan badge | Yes | Yes |
| Name + logo | Yes | Yes |
| Inline business settings | Yes (the single business) | No (managed per-business under Businesses) |
| Team Members card | No | Yes (staff count + Manage Staff link) |
| Client Portal (Client Messaging) | No | Yes |
| Businesses table | No | Yes (New Business / Invite Client) |
Editable fields reference
| Field | Where | Values / notes |
|---|---|---|
| Name | Solo & advisory | Free text, inline edit |
| Logo | Solo & advisory | Image upload |
| Entries start date | Solo business settings | Date the books begin |
| Default currency | Solo business settings | USD, CAD, AUD, EUR, GBP |
| Tax year-end month | Solo business settings | January–December |
| Accounting basis | Solo business settings | Accrual or cash |
| Mailbox prefix | Solo business settings | Used for bill-forwarding address; unique per business |
| Inventory mode | Solo business settings | Finished goods or CPG |
| Client Messaging | Advisory client portal | On/off toggle |
Logo handling and branding
How a logo upload flows through the system:
- Secure upload — the logo uploads directly and is saved to your firm.
- Optimistic preview — the preview updates while the upload completes.
- Account-level branding — the same logo and name are reused across invoices and generated PDF reports.
Currency, basis, and inventory behavior
How each solo business setting behaves:
- Default currency — seeds new transactions and reports for that business.
- Accounting basis — governs recognition behavior in reporting.
- Inventory mode — a visibility switch: CPG turns on production, recipe, and landed-COGS tooling; Finished goods keeps the workspace lean for resale-only operations.
Audit implications
Profile changes are account-configuration events:
- Pair this page with Settings > Audit Log when you need a record of who changed firm branding, currency, or business settings, and when.
Edge cases
- Demo businesses can view Profile but cannot manage billing (the Billing entry is hidden for demo).
- If no firm/business is found, the page shows a "No business found." placeholder and prompts onboarding.
- Saving the name with no change (or empty) simply closes the inline editor without an external connection request.