1. Log into Settle dashboard

2. Click on "Settings" and then "Team"

3. Select "Invite New Team Member" on the bottom right

4. Add us as a "Viewer"

  • First Name: Flow

  • Last Name: Finance

  • Phone number: 310-876-2272

  • Email: accounting@flowfi.com

*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.