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Finance OS
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Revenue
Clients & Billing
Expenses
Cash Flow
Budgeting
Forecasting
Taxes
Payroll
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Banking
Reports
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Notifications
Settings
JL
Jordan Lee
Finance OS
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Settings
Settings
Workspace, billing configuration and integrations
Workspace
Business name, fiscal year, logo
Currencies
Base currency and exchange rates
Taxes
Tax rates, jurisdictions, filing schedule
Invoice branding
Logo, color and invoice templates
Payment providers
Stripe, PayPal and bank transfer
Accounting integrations
QuickBooks, Xero and CSV sync
Notifications
Alert preferences per channel
Permissions
Roles and team access
Finance preferences
Number format, rounding, fiscal year
Audit logs
Full history of financial changes