WorkspaceSettings

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.