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Articles on:Account and billing
Plans and pricing, refunds, and managing your account and your data.

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  • Getting started
  • Switch to BooksGPT
  • Banking and transactions
  • Invoicing and bills
  • Accounting
  • Reports
  • For bookkeepers
  • Workspace and setup
  • Account and billing
  • Personal
  • What counts as a bank connection, and what each plan includes
    One bank is one connection. What Solo, Business, Practice, and Firm include, and how lifetime compares with monthly.Popular
  • AI credits: what they are and what spends them
    Which plans use credits, what Copilot and Tax-GPT spend, and what always runs free.Some readers
  • Cancel a trial or monthly plan
    Stop a trial charge or cancel a monthly plan from Settings. You keep access through the time you already have.Few readers

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