Settings
Invoice import, integrations, tenant, users, and MCP.
In this area
Invoice Import
Inbound email, Drive, duplicates, and capture settings.
Integrations
Accounting, banking, expenses, email, CRM, and more.
Accounting preferences
Posting dates, matching guides, and cost centers.
Receivables
Invoice numbers, payment terms, and e-invoice issue.
Multi-Entity Configuration
Entity routing and local workflows.
User permissions
Permission groups and access.
Tenant
Legal profile, VAT, and bank accounts.
Account
Billing, trial, and personal preferences.
MCP access
ChatGPT, Claude, and DATEV MCP tools.
Guides
User management
Invite teammates, roles, and access across entities.
Tenant and legal profile
Company details that drive VAT, entity, and export settings.
Company SSO and user provisioning
Sign in with Okta, Microsoft Entra, or another SAML provider, and optionally provision users with SCIM.
Workspace login requirements
Require Google, Microsoft, or email sign-in and/or a maximum time since last login per workspace. Soft-blocks that workspace until re-authentication; other workspaces stay available.
Connecting your accounting system
Pick DATEV, Exact Online, Twinfield, or Agicap and go live.