Welcome to Fynlo, your new favorite tool for managing business finances with less stress and more confidence.
Setting up your account is fast, simple, and tailored to your business. Follow these quick steps to get started in under 2 minutes.
✅ Step 1: Your Profile Menu – Quick Access & Account Security
Your journey begins on your Fynlo dashboard.
Access Your Profile
Click your profile icon in the top-right corner of the screen.
Explore the Dropdown Menu
You’ll find essential features like:
- Update Profile Information – Edit your name, email, and other personal details.
- Change Password – Reset your password anytime for added security.
- Help Center – Get quick answers and tips from our resource hub.
- 2-Factor Authentication – We highly recommend enabling this for an extra layer of protection.
🔐 Tip: Enabling 2FA significantly improves your account’s security.
⚙️ Step 2: Customize Your Settings – Tailor Fynlo to You
Next, personalize how Fynlo works for your business.
Go to Settings
From the left-hand menu, click on Settings.
Key Customizations:
- Unit of Measurement – Choose what makes sense for your work (e.g., hours, items, projects).
- Payment Terms – Set how and when you expect clients to pay (e.g., Net 30, Due on Receipt).
- Currency – Select your preferred currency to match your market.
- Track Categories – Organize your transactions for easier tracking and accurate reports.
- Email Notifications – Choose alerts to keep you updated on activity.
- Users – Add team members and manage permissions if you’re working with a group.
💾 Don’t forget to click 'Save' after making changes.
🎉 You’re All Set!
Your Fynlo account is now personalized and ready to roll.
Take a moment to explore the platform and check in on your settings from time to time — as your business grows, your setup might evolve too.
Start managing your money with confidence. Fynlo’s got your back.