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    CFO Plans

    Growth engine

    Navigation
    • Dashboard
    • Invoices
    • Settings
    • Administration

    ⌘J

    Settings

    One place for every configuration surface in the growth engine.

    Outbound

    Outbound settings

    Sender identity, IMAP, sequences, AI prompts, daily send limits, auto-outreach.

    ICP & auto-outreach

    ICP signal review, approval thresholds, auto-send toggles.

    Domains

    Sending subdomains, DNS health, per-domain daily caps.

    Workspace

    Users

    Members, roles, invitations.

    API keys

    Personal access tokens for external integrations.

    Audit log

    Every privileged write and admin action.

    CRM settings

    Industry types, lead sources, opportunity stages, system settings.

    Billing

    Invoice settings

    Default terms, line items, branding, PDF templates.

    Invoice series

    Numbering sequences and per-series prefixes.

    Tax rates

    Tax codes used on invoice line items.

    Currencies

    Enabled currencies and exchange rate sources.

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