Pay monthly or yearly

On booksgpt.ai that choice is Monthly / Annual above the plan cards. The big number stays $29/mo (or $39, $89). The line under it changes: Billed monthly, or Billed yearly · one invoice of $348.

Switch from monthly to yearly

Click Settings at the bottom of the sidebar, then find Plan & billing. The badge reads Business · Monthly (or Solo, Practice, Firm).

1. Click Switch to yearly billing.
2. Unused days of this month are credited against the yearly invoice.

Switch from yearly to monthly

This is not a button. Settings says:

You're billed once a year. To move back to monthly, email support@booksgpt.ai and we'll switch you at your next renewal. We don't refund part of a year.

Extra client seats

A seat's cadence does not have to match the plan.

• Lifetime or Firm: $5/mo or $60/yr per extra business.
• Solo, Business, or Practice: $10/mo or $120/yr.

Click Settings, then Plan & billing.

1. Click Add workspaces.
2. Set How many extra workspaces?
3. If yearly seats are available, pick How often?
4. Check today's charge, then click Add workspaces.

No card: Add a payment method, then Add workspaces. Extra client workspaces may ask for a card and say your current plan doesn't change. See "Add or change your payment method".

A free-forever founding account has no Payment method block. Extra client workspaces still asks for a card. That does not change the free plan.

The picker has a How often? row when yearly seats are available.

If you change the number, the old price dims. The panel says Checking the price for 3 workspaces. One moment. The button stays grey until the new price is ready. That is on purpose: it only charges an amount you have seen.

If Add workspaces is unavailable

The button stays grey when it cannot charge. The panel says why.

• No card on file. On the same Settings page, under Payment method, click Add a payment method. Then try again. Hitting the workspace cap first can show the same ask in amber on the picker.
• An add-on is already cancelling. The panel says, in amber: Resume your current workspace add-on before buying another. Click Resume add-on first.
• Something broke. That message is red. Try again in a moment.

After you click Add workspaces, Confirm payment may say Loading the payment form… while the form appears. The button stays grey until the form is ready.

Release a yearly seat

1. Under Extra client workspaces, click Release a seat.
2. Settings says: "You'll still be billed for this year. This charge stops on your next billing date, [date]. Releasing a seat does not refund the current year."
3. Click Release the seat, or Keep it.

Archiving a client uses the same rule, with Archiving in place of Releasing a seat.

Billing day

Change is disabled for yearly seats. The reason sits next to it:

Your extra client seats are billed once a year, so there is no monthly withdrawal to move. The billing day applies to monthly seats only.

Good to know

• Lifetime has no monthly or yearly cycle to switch.
• Cancel starts with Cancel subscription, then a required reason and an optional note under Anything else?. On a monthly Solo, Business, or Practice plan you may see a yearly price first; No thanks, cancel my subscription finishes cancelling. Choosing Just testing, a yearly plan, or Firm skips that screen, and the button is Confirm cancellation. See "Cancel a trial or monthly plan".
• What each plan includes is in "What counts as a bank connection, and what each plan includes".

Updated on: 16/10/2026