Getting started

Choose the right plan

What Free, Starter and Pro each include, and when to move up.

Free

Three documents a month, with customers, items and tax rules, plus expense tracking with receipt capture, basic accounting, the dashboard KPIs and the sales summary. One member. It is a real plan rather than a timed teaser — if three documents a month covers your billing, you can stay on it.

Starter

Everything in Free with no document limit, plus recurring invoices and reminders, payment links, editable branded templates and the premium templates. This is the plan to move to when chasing payment or re-typing the same invoice is costing you time.

Pro

Everything in Starter plus full financial statements, the chart of accounts and journals, document OCR, bills and vendors, and statement import with reconciliation. Includes three members. This is the plan for doing your own books rather than only your own billing.

Trying a paid plan

Every new account starts with a 14-day free trial of Pro, and no credit card is required to begin. When it ends you choose a paid plan or stay on Free. Paid plans renew automatically each billing period at the then-current price until you cancel, and you can cancel at any time.

Still stuck?

Send us a message and we'll reply by email.

Contact support