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Results for "account security"

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Managing Your AccountSecurity & Privacy

Update profile information, change your password, configure notifications, and delete your account.

Creating Your ForezynPlan AccountGetting Started

Sign up by email or with Google, verify your account, and complete your profile to begin a 7-day free trial.

Setting Up Opening BalancesGetting Started

Opening balances set your starting financial position. Learn how to enter them or import from accounting software.

Connecting XeroIntegrations

Authorise Xero via OAuth to auto-import actuals and map your chart of accounts to forecast categories.

Connecting CrunchIntegrations

Use API credentials from Crunch to authorise the integration and auto-map accounts to your forecast.

Sharing Plans ExternallyTeam & Collaboration

Share plans with investors and advisors without requiring them to create an account.

Importing ActualsActuals & Reforecasting

Bring in actuals automatically from connected accounting tools or manually via Excel / CSV.

Subscription Plans OverviewAccount & Billing

Starter, Business, Professional, and Enterprise plans — features and pricing compared.

Upgrading or DowngradingAccount & Billing

Change your plan at any time. Upgrades are prorated and your data is always preserved.

Managing Invoices & PaymentsAccount & Billing

View invoice history, update payment methods, and understand failed payment retries via Paddle.

Cancellation and RefundsAccount & Billing

How to cancel, our 30-day money-back guarantee, data retention timelines, and reactivating an account.

Two-Factor AuthenticationSecurity & Privacy

Enable TOTP-based 2FA with recommended authenticator apps and securely store your backup codes.

Security and Data ProtectionSecurity & Privacy

Our certifications, encryption practices, hosting infrastructure, and how we handle your data.

Login Issues and Password ResetTroubleshooting

Forgot password, account lockouts, browser compatibility, and getting help from support.

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