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Business settings

What you can change in your business settings, from your logo and contact details to payments, integrations and your team.

Your business settings control how your business appears to customers and how you get paid. They're separate from your personal settings, which cover your own login and notifications; see Personal settings.

To open them, select Settings in the left menu, then Business.

Settings tabs

  • Your Business: your logo, Business Name, Website URL, Business Phone, Business Email, Business Address, Timezone and EIN/Tax ID. You can choose whether your address and EIN/Tax ID are shown on invoices and receipts.
  • Payments: turn card payments on or off, choose who pays the 3.5% card processing fee and manage your Bank Account for Settlements. See Payment methods and card fees and Change your settlement bank account.
  • Integrations: connect Finli to other software, such as QuickBooks Online. See QuickBooks Online.
  • Subscription Plan: see your plan and next billing date, and update the payment method for your subscription.
  • Team: invite and manage the people who can use your business account. See Team members and roles.

Screenshot to add: the business Settings page with its tabs

Who can change settings

Admins can change business settings. Team members can view some settings but can't edit them, and won't see the Integrations or Subscription Plan tabs.

If you use Finli through your bank, you won't see the Subscription Plan tab, because your bank manages your plan.

Need help? Email support@finli.com.

Updated October 22, 2026