Configure your company profile, branding, fiscal year, and base currency to personalise Bi369 AI for your business.
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Your company profile is the foundation of your Bi369 AI workspace. It controls how your company name appears across modules, what currency and tax settings are applied, and how documents like invoices are branded.
Navigate to Settings → Company Profile to manage these settings.
| Field | Description | |---|---| | Company name | Shown on invoices, portals, and notifications | | Industry | Used to surface relevant AI suggestions | | Company size | Helps Bi369 AI tailor default workflows | | Website | Optional — shown on customer-facing documents | | Phone | Optional |
Your registered company address is used on invoice footers and compliance documents. Fill in all fields including:
Upload your company logo to personalise:
Recommended logo size: 400×100px or wider, PNG or SVG with transparent background.
Set your base currency in Settings → Company → Financial Settings. This is the default currency for all invoices, expenses, and financial reports.
Warning: Changing the base currency after you've created invoices or transactions is not recommended. Contact support if you need to migrate.
Set your fiscal year start month. This affects:
If your business charges tax (GST, VAT, sales tax), configure your default tax rate here. You can add multiple tax rates and assign them to individual products or line items.
From Settings → Modules you can enable or disable individual modules. Disabled modules are hidden from the sidebar but your data is preserved.
Tip: Start with the 3-4 modules most relevant to your business. You can always enable more later.
Once your company profile is configured: