Your business profile information appears on invoices, reports, and anywhere your business identity is shown.Documentation Index
Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
What you can configure
Go to Settings → Business Profile to update:| Field | Where it appears |
|---|---|
| Business name | Invoices, reports, dashboard |
| Description | Your business info/description |
| Phone | Invoices, contact info |
| Address (line 1, line 2, city, state, postal code, country) | Invoices |
| Logo | Invoice headers |
Updating your logo
Upload a logo image and it will appear at the top of every invoice you send. Supported formats include PNG, JPG, and SVG.User profile
Under Settings → User Profile, you can update your personal details:- Username, first name, last name
- Email and phone
- Tax filing status (Individual, Sole Proprietor, LLC, C-Corp, S-Corp)
Your tax filing status is used by the Safe Owner Pay calculator to provide more relevant recommendations.