How do I upgrade my plan?¶

Step 1. Go to Settings → Billing. Under Active Plans you'll see one row per business (plus a row for your personal subscriptions, if you have any), an Add a Plan section, and a Plan Comparison table. Click a row (or its Manage button) to see and manage the plans on that business.

Step 2. Pick your plan:

• To upgrade a free plan you already have — open the business row and click the Upgrade button on the plan's card. The monthly price is shown on the button.
• To add a new plan — in Add a Plan, click the price button on the plan you want. For a Business or Payroll plan you'll be asked to Select a Business if you have more than one. Payroll is added per business and covers up to 20 employees; there's also a free 1-employee Payroll tier.
• To start on a free plan — click Free Plan. Free plans activate straight away, with no payment details needed.

Step 3. For paid plans you're taken to Stripe to enter payment. The plan activates once payment completes — you'll see a short "Syncing your new subscription" message while it's confirmed.

On a free plan, the Bank, Contacts and Property pages show a usage badge (for example "1 of 1 bank accounts") with an Upgrade link once you reach the cap. The Plan Comparison table shows each plan's limits — free plans include bank feeds for 1 account, while document management needs a paid plan.

Managing your subscription¶

• Open Billing Portal (in the Billing History card) — manage your payment methods and view past invoices (via Stripe).
• From an active paid plan's card you can Downgrade to its free counterpart or Cancel Plan. A cancelled plan stays active until the end of the period you've paid for.
• If a payment fails, the business row shows Fix payment — use it to update your payment method.

Related guides¶

• How do I switch to the new pricing?
• How do I change my business details?
• How do I invite a team member?