Account Management

Manage subscription, reimbursement, contact info, team members, business name, and more.

• Adding & Updating banking information for Subscriptions & Reimbursements
• New Feature October 20th 2025!  Portfolio & Permissions
• Reimbursement Details
• Can my reimbursement go to multiple bank accounts?
• Changing the Business Name
• Updating Contact Information and Adding a Team Member
• Navigating and Making the Most of Your Dashboard and Reports