Organization settings

Organization settings control how Financica handles your bookkeeping and what defaults are applied across the platform.

Accessing settings

Navigate to Settings > Organization in the sidebar.

Company details

Update your organization's basic information:

• Organization name — Your company's legal or trading name.
• Company number — Your official registration number.
• Country — Your primary jurisdiction.
• Default currency — The base currency for your accounts.
• Billing email -- The email address that receives billing notifications and forwarded Peppol invoices. Defaults to the email of the person who created the organization.
• Billing address -- Your registered business address.

Peppol e-invoicing

The Peppol section on the Company settings page lets you register your company on the Peppol network for electronic invoicing. See Electronic invoicing for full details on registration, migration, and email forwarding.

Accounting configuration

These settings affect how transactions and reports are processed:

Default accounts

• Default expense account — New expense transactions are suggested to be categorized here unless a better match is found.
• Default income account — Same, but for revenue transactions.

Setting these defaults speeds up categorization, especially when the AI does not have enough history to make a confident suggestion.

Fiscal year

• Fiscal year end date — Defines your accounting periods. This affects how the income statement and other period-based reports are calculated.

Most businesses use a calendar year (December 31), but you can set any date to match your company's fiscal year.

VAT configuration

• VAT input control account — The ledger account tracking deductible VAT on purchases.
• VAT collected control account — The ledger account tracking VAT collected on sales.

These must be configured before you can use the VAT return report. Work with your accountant to identify the correct accounts from your chart of accounts.

Advanced settings

Navigate to Settings > Organization > Advanced for additional controls:

• Invoice parsing backend -- Choose which service processes uploaded invoices: the default provider, OpenAI Text, or AWS Textract. This is useful if one backend produces better results for your typical invoice formats.
• AI transaction categorization instructions -- Provide custom instructions that guide the AI categorization engine. For example, you can tell it to always assign a certain type of expense to a specific account.
• Default local VAT rate -- Set the organization-wide VAT rate (0--100%) used for reverse charge calculations and other automatic VAT computations.
• Delete organization -- Permanently remove the organization and all its data. This action is irreversible and restricted to owners.
• Debug information -- System-level details for troubleshooting.

Only owners and admins can access advanced settings.