Articles on: Account and billing

What counts as a bank connection, and what each plan includes

A connection is one bank, not one account. That is the question we get most, so start there.


One connection means one bank


  • Sign in to Chase once and bring in checking, savings, and your business card. That is one connection.
  • Add American Express as well and that is two.
  • It is counted per bank, not per account.


Three Chase accounts on the Connected accounts page, all from a single bank connection


How many can you have?


  • On a paid plan, connect every bank the business actually uses.
  • On a free trial it is three banks per business.


What each plan includes


Every plan is the same product. The difference is how many businesses you can keep books for.


Lifetime, one payment at app.booksgpt.ai/promo:


  • Solo, $189 once: 1 business workspace.
  • Business, $289 once: 3 business workspaces.


Monthly at booksgpt.ai, with a 7-day free trial (card required):


  • Solo, $29 a month: 1 business workspace.
  • Business, $39 a month: 3 business workspaces.
  • Practice, $89 a month: 10 business workspaces.
  • Firm, $299 a month: 25 business workspaces. Also at app.booksgpt.ai/firms.


You can move from Solo to Business later. On lifetime that is the $100 difference.


Unlimited on every plan


  • Transactions. No per-transaction charge and no import cap.
  • Bank and card connections, on any paid plan.
  • CSV, Wave, and QuickBooks imports.
  • Invoices, bills, and every report.
  • Teammates and your accountant. Invites are free and there is no per-seat charge.


Lifetime or monthly?


Both are real, and they buy the same product.


  • Lifetime: one payment, yours forever. This is the launch offer in our ads, and it will not run forever.
  • Monthly: billed each month after a 7-day free trial. Cancel any time from Settings. See "Cancel a trial or monthly plan".


Need more than your plan includes


  • An extra business workspace is $5 a month on lifetime or Firm, $10 a month on Solo, Business, or Practice monthly. Cancel any time.
  • Your first personal workspace is free on a paid plan.


The extra workspace prompt showing the monthly price and a Subscribe button


Refunds and your data


  • 30 days, no questions asked, on the lifetime license. Email hello@booksgpt.ai.
  • Every report exports to CSV from its own screen. For a full export of everything, email us and we will send it.

Updated on: 17/08/2026

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