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Margin Settings

Latest active margin: 20% from 2026-03-01

AI Service Settings

Configure the organization-wide AI provider, model, and API key for screenshot OCR and future AI features. Stored API keys are encrypted before they are saved.

Current provider: Google Gemini
Current model: gemini-2.5-flash
Configured API key: ••••9260

Last updated: Not saved yet
The server unlocks encrypted keys with the `AI_SETTINGS_ENCRYPTION_KEY` deployment secret.

Telegram Integration

Enter your Telegram Chat ID to allow updating daily data via the bot.

Phrase Rules

Review and adjust the org-wide rules that the smart importer learns from daily corrections.

Search rules

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Daily Report Recipients

PDF Template

Master Data

Data Export (Excel)

Download your database data as `.xlsx` with one sheet per table.

Data Import

Supports CSV imports for daily_summaries/expenses/account_balances and the Valley daily Excel workbook format.

For the Valley Excel workbook format, choose import type `daily_summaries`.

Finance Console