Account & Team
Manage access, roles, and settings for your organization.
Update bank details (CLABE)
How to change the bank account where you receive deposits from your sales.
Configure Two-Factor Authentication (2FA)
Protect your Cord account and company data by adding an extra layer of security.
Delete Cord Account
Process for closing and final data export.
Change Business Name
Legal steps to transfer your Cord account to another company.
Annual billing for your Cord plan
Switch your Cord subscription to annual billing and get 2 months free.
FinTech and Accounting Glossary
Dictionary of technical, financial, and tax (SAT) terms used on the Cord platform.
Inviting Members and Roles (RBAC)
Manage the access of your sales team, accounting, and administrators.
Managing multiple companies
Switch between different legal entities from a single account.
Change your Cord plan
Manage your Cord subscription: plans, monthly usage, and payment method.
Cord 101: Getting Started
Set up your account, create your first client, and send your first quote in minutes.
Single Sign-On (SSO)
Enable access with Google Workspace or Microsoft Entra.
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