Account Setup
Set Up Your Financbase Account
Configure your profile and organization settings to get the most out of Financbase.
Account Configuration
1. Personal Information
Add your personal details including name, email, and contact information.
Required Information:
- • Full name and preferred display name
- • Primary email address
- • Phone number (optional)
- • Profile picture (optional)
2. Organization Details
Configure your company or organization information.
Organization Information:
- • Company name and legal entity name
- • Industry and business type
- • Company size and employee count
- • Business address and contact details
- • Tax identification numbers
3. Preferences & Settings
Customize your Financbase experience with personal preferences.
Available Settings:
- • Timezone and date format preferences
- • Currency and number formatting
- • Notification preferences
- • Dashboard layout customization
- • Language and localization
4. Security & Access
Set up security measures and access controls for your account.
Security Features:
- • Two-factor authentication setup
- • Password strength requirements
- • Session management settings
- • API key generation and management
- • Access permission controls
Team Management
Invite Team Members
Add colleagues and team members to collaborate on financial management.
Get StartedAccount Setup Complete!
Your account is now configured and ready for use. You can always update these settings later.
Get Started Free