Settings
Bank connections, user permissions, VAT and bookkeeping settings, automation rules, subscription, Luca and the API.
- Creating automation rules
- Adding a bank connection
- Adding a Holvi and NoCFO connection
- Tags – cost center accounting and transaction classification
- VAT settings
- Company information and contact person
- User management and permissions
- Default bookkeeping accounts
- Managing your subscriptionHow to manage your NoCFO subscription: changing plan, add-ons, usage-based products, charge history, payment method and billing details, and cancelling your plan.
- Importing data via CSV
- Luca – AI assistant
- Payment shortcuts
- Data export
- Change log (Beta)
- How to connect your AI tools to NoCFO via MCP