Settings

Manage your business and account preferences

Business Details

Coastal Trades Pty Ltd

Business NameCoastal Trades Pty Ltd

ABN51 824 753 556

GST RegisteredYes

GST BasisCash

Financial YearJul – Jun

TimezoneAustralia/Sydney

Bank Feeds

Basiq connection

ProviderBasiq Open Banking

Connected BanksANZ

Accounts Linked2 accounts

Last SyncToday 09:14

Sync FrequencyEvery 4 hours

Ledger

formance Ledger

ProviderFormance Ledger

Ledger Namesmartgl

StatusActive

Journal Entries42 posted

DEMO DATA

User Preferences

AI categorisation

Embedding Auto-Accept≥ 88% confidence

LLM Auto-Accept≥ 70% confidence

AI ModelClaude Sonnet 4

Auto-Categorise on ImportEnabled

Stage 2 Features

STAGE 2

Additional settings coming in Stage 2: multi-user access, role-based permissions, custom GST rates, bank feed scheduling, BAS agent reminders, and cross-tenant AI learning.