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The Organisation group in Settings holds the controls that affect everyone in your organisation: your business profile, user accounts, invoice automation, and billing.
These sections require manager or admin access. The Settings rail is permission-aware — sections you can’t access are hidden, not greyed out. If a section described here is missing from your rail, ask your organisation administrator to check your role.
Looking for Portal & Domain or Single Sign-On? Those are covered separately in Portal & Single Sign-On.

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General

The General section manages your organisation’s profile and business information.
The Organisation General settings — logo, details, and regional settings
  • Organisation Logo — Upload a logo to represent your organisation. Use an image file up to 5 MB; the recommended size is 400×200 px.
  • Organisation Details — Edit your organisation’s name and business details inline. Changes save per field.
  • Regional Settings — Set your Timezone (Australian timezones only). This is used for scheduling, reporting, and data processing.
  • Additional Information — Read-only reference values: your Organisation ID and Parent Organisation.
Platform administrators see a Danger Zone with a Deactivate Organisation action. Deactivating immediately revokes access for every user in the organisation. Data is preserved and a platform administrator can reactivate later, but you must type the organisation name to confirm.

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Users

The Users section is where you invite team members, assign roles, and deactivate access. Because the rail is permission-aware, this section appears only for managers and admins. For the full walkthrough, see Setting Up a User.

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Auto-Pilot

The Auto-Pilot section configures AI-powered automation for the invoice pipeline — letting high-confidence invoices flow from intake through validation without manual handling. Low-confidence items still surface in your Inbox for review. Toggle Enable Auto-Pilot to switch automation on. When it’s off, items continue through the pipeline manually via the Inbox and Invoices pages. The section also shows live Auto-processed, Manual overrides, and Automation rate stats once items have flowed through. Inbox stage
  • OCR confidence threshold — Records below this confidence (50–100%) are sent to manual review or AI re-extraction.
  • Auto-create invoices from high-confidence OCR — Create invoices automatically when OCR confidence clears the threshold.
  • Auto-archive email types — Select email types (for example, Overdue Notice, Payment Receipt) to auto-archive without entering the inbox queue.
Validation stage
  • Auto-run validation — Run validation automatically after an invoice is created.
  • Variance tolerance for auto-pass — Invoices within this variance (0–20%) of expected charges auto-pass.
  • Require AI PASS recommendation — The AI must also recommend PASS before an invoice auto-passes.
Edits are staged until you click Save changes; Discard changes reverts to the last saved configuration.

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Billing

The Billing section manages your plan, usage, and payments.
The Billing section showing the current plan and usage meters
  • Current plan — Your plan name, status (Active, Trial, or Cancelled), monthly price, and renewal date. Plans on a 12-month commitment show the commitment end date.
  • Usage — Live meters for Connections, Users, and Invoices this month against your plan limits.
  • Change plan — Open the plan picker to upgrade or switch plans.
  • Manage billing — Open the Stripe billing portal in a new tab to update your payment method and view invoices.
Plan changes and cancellations take effect through Stripe and may change what you’re charged. Organisations on a 12-month commitment can upgrade anytime, but downgrades and cancellation are only available once the term ends.
If your organisation is billed directly by Utilified (manual billing), self-serve checkout and the Stripe portal are hidden. Contact us to change your plan.