Personal settings and notifications

Update your name and contact details, choose how you get notifications, and manage your login and saved payment methods.

Your personal settings belong to you, not to any business. They control your login, your contact details, the notifications you receive and the payment methods you've saved. If you also manage a business, its settings are separate; see Business settings.

To open them, select My Settings in the menu. If you're in a business account, select Settings, then Personal.

Settings tabs

• Profile: your name, photo and contact details, your notification preferences and the businesses you're connected to.
• Security: change your password, connect a login service such as Google under Linked Accounts, set up Two-Factor Authentication and manage Passkeys.
• Payments: add or remove the cards and bank accounts you use to pay. See Saved payment methods.

Screenshot to add: the personal settings Profile tab

Change your email or phone number

1. Open My Settings, then the Profile tab.
2. Update your email address or mobile phone number.
3. Enter the 6-digit code we send to confirm the change.

Choose how you're notified

Invoices, quotes, receipts and reminders can reach you by email, by text, or both.

1. Open My Settings, then the Profile tab.
2. Under Notifications, turn Email Notifications or Mobile Notifications on or off.

You need at least one verified way to reach you, so you can only turn one off when the other is verified and on.

Connected businesses

Under Connected Businesses you can see the businesses that send you invoices and choose whether you're Receiving Invoices from each one.

Need help? Email support@finli.com.

Updated October 22, 2026