Plans & billing

One client, one invoice reconciled, no card required. There's no time limit — you can stay on the trial for as long as you like. Uploading a second invoice needs a paid plan.

• Starter — $99/mo — up to 10 clients.
• Growth — $199/mo — up to 50 clients, plus Microsoft 365 & Google Workspace sync.
• Scale — $349/mo — unlimited clients, plus a dedicated CSM.

Your current plan and billing provider (Stripe or Paddle, assigned at signup) are always visible in Settings → Billing.

Switching plans is self-service from Settings → Billing. It takes effect immediately — your card is charged or credited a prorated difference for the rest of the current billing period right away, and the new plan's limits apply from that moment, not from your next renewal.

Cancel from Settings → Billing. You keep access to paid features until the end of your current billing period — cancelling doesn't cut anything off immediately. After that period ends, your account moves to the trial plan and you won't be charged again.

Getting started covers what the free trial lets you try before you need to decide on a plan.