Business profile settings

The business profile (under Organisation settings) records your structure — sole trader, partnership, company or trust — plus industry, NZBN, and a few operational facts: whether you have employees, hold stock, run vehicles, or work from home.

Why it matters

These details tune the AI throughout Nightbooks: coding suggestions, health checks and chat answers all account for how your business is structured. A sole trader’s drawings and a company’s shareholder current account are different things — the profile is how Nightbooks knows which you mean when personal-looking spending appears in the feed.

Concrete effects

• Structure decides how personal spending and owner payments are suggested (drawings vs shareholder account vs partner distributions).

• Industry sharpens expense coding — the same payee can mean different things to a tradie and a consultant.

• Employees/stock/vehicles switch on the checks and suggestions relevant to payroll, inventory and vehicle expenses.

Thirty seconds keeping this accurate when things change (first employee, first vehicle, new structure) quietly improves every AI suggestion afterwards.