What this guide covers
One plan, two ways to pay: £6 a month or £60 a year (two months free). Every new account starts with a 30-day free trial — you add a card up front, pay nothing during the trial, and billing starts automatically only if you stay.
1. Choose monthly or annual when you sign up
After creating your account you pick a billing interval — £6/month or £60/year — and enter a card through Stripe’s secure checkout. Nothing is charged at this point: the card is simply on file so your subscription can start automatically when the trial ends. You can switch between monthly and annual later at any time.
See pricing2. Use everything free for 30 days
The trial includes the full product — WhatsApp and web capture, bank statement imports, invoices and quotes, reports, and HMRC quarterly submissions. Your trial end date is always visible in Account under Subscription, so there are no surprises about when billing starts.
Open Account3. Switch plans or update your card any time
In Account, open the Subscription card and choose Manage billing. That opens the Stripe billing portal where you can switch between monthly and annual, update your payment card, and download past invoices. Changes take effect on your next billing date.
Open Account4. Cancel whenever you like
Cancel from the same billing portal. Cancel during the trial and you pay nothing at all. Cancel later and you keep full access until the end of the period you’ve already paid for — no partial-month surprises.
Open Account5. Your records are safe if you stop subscribing
A lapsed subscription never deletes anything. Your account switches to read-only: you can still sign in, view every transaction, and export your records — HMRC expects you to retain them, and we make sure you can. Adding new records, sending invoices, and submitting to HMRC pause until you resubscribe, and everything picks up exactly where you left off when you do. The free trial applies once per account and doesn’t repeat.
Read the record guideBefore you move on
- A billing interval was chosen at signup (switchable later)
- The trial end date has been checked in Account → Subscription
- Card changes and plan switches go through Manage billing
- Cancelling in the trial costs nothing; cancelling later keeps access to the period paid for
- A lapsed account is read-only — records stay viewable and exportable
Put the guide into practice.
Open the relevant workspace and complete the next step with this guide available in another tab.
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