Workspace›Settings
Preferences
Settings
Workspace preferences and the business context the AI uses to read your files.
Business context
Free-form notes about your company, accounts, contractors, and clients. This is sent to the AI on every upload and chat so it can correctly attribute invoices and transactions. Keep it short and factual.
0 / 20,000 chars
Appearance
Choose how the workspace looks. Syncs with your system by default.