Question 1

Is there a free plan?

Accepted Answer

No. Every plan is paid, and every plan has a 30-day money-back guarantee. If AccountTrail isn't right for you, ask within 30 days of your first payment and we refund it in full. You don't need to give a reason.

Question 2

What's the difference between the plans?

Accepted Answer

How many businesses you can run, and the support you get. Starter covers one, Pro covers five and Pro Plus covers fifteen. Every plan gets email support and live chat (coming soon). Pro Plus gets priority on both, plus priority Zoom calls with onboarding included. Invoicing, bills, expenses, stock, budgets, reports, multi-currency, labels and imports are on all three.

Question 3

What if I need more businesses than my plan includes?

Accepted Answer

Move up a plan. On Pro Plus you can add as many as you need beyond fifteen, for $9 a month each or $84 a year each. Every business keeps its own currency, numbering, settings and reports.

Question 4

Can I cancel at any time?

Accepted Answer

Yes, from Settings → Billing, with no email required. You keep your plan until the end of the period you've paid for, and nothing in your account is deleted.

Question 5

Is my data safe?

Accepted Answer

All traffic is encrypted over HTTPS, passwords are hashed, and sensitive credentials are encrypted at rest with AES-256-GCM. Our own staff can manage accounts and subscriptions without being able to read your invoices, bills or expenses. We don't sell your data or use it to train models.

Question 6

Which currencies can I invoice in?

Accepted Answer

All of them. Each amount is converted at the rate on its transaction date, so reports for past periods don't change when exchange rates move.

Question 7

Can I bring my records from another tool?

Accepted Answer

Yes. Imports takes a spreadsheet, so you can bring across customers, suppliers and open invoices without retyping them. Our guide on moving from another accounting tool covers what to bring across and in which order.

Question 8

How much do I save paying yearly?

Accepted Answer

Starter is $156 a year instead of $180, Pro $600 instead of $720, and Pro Plus $1,440 instead of $1,800. That's 20% off on Starter and Pro Plus, and 2 months free on Pro.

Question 9

Can I change plan later?

Accepted Answer

Yes. Upgrades take effect immediately and are charged pro rata, with credit for time you've already paid for. Downgrades take effect at the end of your current period.

Question 10

Who processes the payment?

Accepted Answer

Paddle, our merchant of record. It charges your card, handles sales tax and VAT, and issues your invoice. Your card details never reach our servers.

	Starter$13/mo yearlyGet Starter	Most chosenPro$50/mo yearlyGet Pro	Pro Plus$120/mo yearlyGet Pro Plus
Businesses
Businesses included	1	5	15
Add more businesses	Upgrade	Upgrade	$9/mo or $84/yr each
Support
Email support			Priority
Live chat	Soon	Soon	Soon priority
Zoom calls	—	—	Priority, onboarding included
Price
Monthly	$15	$60	$150
YearlySave up to 20%	$156	$600	$1,440
30-day money-back guarantee

CustomersWith duplicate detection, notes and default terms and currency
InvoicesLine items, tax, discounts, your own numbering, duplicate
PDF download and email sending
Public invoice linkThe customer opens it without an account, and part-paid balances are shown
Payment recordingIncluding partial payments
Recurring invoicesSchedules, auto-send or create as draft
Single payment reminders
Bulk "chase every overdue invoice" run

Vendors
BillsIncluding inventory lines and bill payments
Expenses in 14 categoriesWith a paid-from account
Receipt and file attachments
Recurring expenses

Double-entry ledgerEvery document posts automatically
Chart of accounts from a country-aware templatePlus custom heads
Manual transactionsLoans, owner's money, transfers, adjustments
Account ledgers with running balances
Books lock date and document date rules

ItemsServices and stock items
Automatic stock movements from invoices and billsPlus manual adjustments
Reorder-point warnings
Inventory valuation at average cost

Budgets, monthly or yearly
Budget lines turned into draft invoices or expensesDraft-and-approve

DashboardIncome vs expenses, outstanding, overdue
Profit & Loss, on a cash or accrual basis
Receivables Aging
Payables Aging
Balance Sheet
Trial Balance
Print and export on every report

Invoices and bills in any currency, converted at the transaction-date rate
Several businesses per account, each with its own currency, numbering, settings and reports

Spreadsheet imports(CSV and XLSX) for customers, vendors, items, invoices, bills, expenses and payments
Bulk delete, search, sort and pagination on every list

LabelsRename 17 terms, e.g. Customers to Clients or Invoice to Tax invoice. Applies to the PDF and emails too.
Tax, year and numbering settingsVAT, GST or sales tax label and rate, financial year, decimal precision and document numbering formats

In-app help panel with Resources and a contact form that files to the team's board
No features match. Ask us if it’s possible

Pay for your businesses, not for features

The less each business costs

Plan by plan

Full refund. No reason needed.