Plans and what counts toward your limits

Each plan comes with a monthly allowance for the things you use, and hard caps on a few structural items. You manage all of it under Settings > Billing.

The plans

• Trial. Time limited, so you can try it properly before paying.
• Start, Business, and Enterprise. Paid tiers with rising allowances and more features.

Monthly allowance

These are metered and reset each billing cycle:

• Processed invoices
• Synced bank transactions
• AI assistant questions

Going over your invoice allowance bills per extra invoice. If it happens regularly, upgrading usually costs less.

Caps set by plan

• Number of workspaces
• Number of bank connections
• Number of team members, not counting external accountants
• Storage

Changing plan

Go to Settings > Billing. Upgrades take effect straight away and are prorated. Downgrades take effect at your next billing date.

Troubleshooting

• Cannot add another bank connection? You are at your plan's bank cap.
• Cannot add a team member? You are at the member limit. External accountants do not count, so invite your accountant with that role.
• A feature is greyed out? It may need a higher tier. Billing shows what is included where.