Settings
Workspace, categories, and tax setup (read-only in the demo).
Settings are read-only in the demo. Create an account to edit your workspace.
Demo Workspace Business plan demo · Sample data only
This is sample data and does not count toward any plan limit.
BusinessSunrise Creative Studio
PlanBusiness plan demo
CountryPhilippines
CurrencyPHP
TaxVAT 12%
Included in Business
Unlimited workspaces & team members
AI CFO and proactive Insights
Reports, Tax Summary, and Aging
Month-End Cleanup & carry-forward
CSV & PDF exports
Team permissions
- OwnerFull access · billing & team
- AdminManage invoices, bills, reports
- StaffAdd & edit transactions, view reports
- ViewerView-only access
Invite teammates and set permissions once you create a workspace.
Smart Categories
| Category | Report group |
|---|---|
| Service Income | Revenue |
| Product Sales | Revenue |
| Subscription | Revenue |
| Rent & Utilities | Operating expenses |
| Software & Tools | Operating expenses |
| Meals & Entertainment | Operating expenses |
| Marketing | Operating expenses |
| Taxes & Fees | Taxes & fees |
| Other Expense | Other |