The My Account screen is where you manage your personal and business details, view your subscription status, and access billing. You can reach it by clicking your name in the top right corner of any Finoya screen and selecting My Account.
Subscription section
At the top of the My Account screen you will see your current subscription status. This shows:
• Plan: the plan you are currently on.
• Status: whether your subscription is active, in trial, or lapsed.
• Days Remaining: how many days are left in your current billing period.
• Next Billing: the date your next payment will be charged.
From here you can click Manage to go to the Billing and Subscription screen, or click Billing Management to update your payment method.
Business profile section
Below the subscription section is your business profile. This is the information Finoya holds about you and your business. These details help Finoya contextualise your financial data and allow Noya to give you more relevant analysis.
Field | What it is and why it matters |
Full Name | Your name as the account holder. Used for personalisation within the platform. |
Company Name | Your business name. Appears in the dashboard header and in any reports. |
Phone Number | Contact number held against your account. Used by support if needed. |
Location | The state or region your business is based in. Helps Noya provide location-relevant context where applicable. |
Accounting Platform | The accounting software connected to your Finoya account. This is set during onboarding and reflects your active connection. |
Company Type | Whether your business is a sole trader, partnership, corporation, or other structure. Helps Noya frame financial analysis appropriately. |
Industry | Your primary industry. Used to provide relevant context in Noya's analysis and recommendations. |
Sub Industry | A more specific category within your industry. |
Years in Operation | How long your business has been operating. Helps Noya interpret financial trends in the right context. |
State Registered In | The state where your business is legally registered. |
Company Registered In | The country where your business is incorporated or registered. |
Financial Year End | The date your financial year closes. This affects how Finoya groups and displays annual data. |
Tax Filing Date | When your tax return is due. Helps Noya flag relevant timing in recommendations. |
Payroll Frequency | How often you run payroll: weekly, fortnightly, or monthly. Helps Noya account for payroll as a recurring cash outflow in its analysis. |
You can update most of your business profile details at any time from the My Account screen. Changes take effect immediately and will be reflected in Noya's analysis from the next time data is processed.
Note Not all fields are editable directly. Your email address and accounting platform connection cannot be changed through the Edit screen. See below for what to do if you need to change either of these. |
Changing your email address
Your email address is your Finoya login and cannot be changed through the My Account screen. If you need to update the email address on your account, contact support via the chat. The support team will verify your identity before making any change to your login credentials.
Changing your connected accounting platform
The Accounting Platform field reflects your active connection and cannot be edited manually. If you need to switch to a different accounting platform, for example moving from Xero to QuickBooks, contact support before making any changes. Switching platforms requires the old connection to be removed before the new one is established, and doing this in the wrong order can create duplicate connection records.