Settings

Manage your Financial OS configuration

Display & Accessibility

Explainer Mode

Show plain-English descriptions, glossary tooltips on financial terms, and auto-generated insight cards. Great for team members who aren't finance experts.

Visual Theme

Customize the look to match your brand. Changes apply to navigation, buttons, and chart accents.

Accent Color

Custom hex:

Font

Inter (default). Custom font support coming soon.

Preview

Financial OS

Active TabInactive Tab

Company

Company Name

Industry

Logo

Drag and drop or click to upload

PNG, SVG, or JPG. Recommended: 200x200px

QuickBooks Connection

Demo Mode

Connect your QuickBooks Online account to sync live financial data.

CFO Branding

This information appears on all generated reports.

Name

Title

Data Configuration

Actuals Through Date

All data after this date is treated as forecast.

Danger Zone

Redo Onboarding

Reset and go through onboarding again.

Demo Mode

Currently using demo data.

Active