Billing, invoices, payment methods, and closing your account.
One plan at $149/mo, or $124/mo billed annually. Everything is included: unlimited bank accounts, unlimited AI categorization, the weekly review, unlimited receipt scanning, invoicing, mileage, 1099 contractor tracking, sales tax, cash flow statements, auto-emailed monthly reports, multi-entity support, and the full CPA year-end packet. Annual billing is two months free.
Yes, 30 days free. A card is required to start, but you're not charged until day 31, and you can cancel anytime before then from the billing portal.
Yes. Settings → Billing → Manage Subscription. Moving to annual takes effect immediately and we prorate the difference; moving to monthly takes effect at the end of your current billing cycle so you don't lose paid time.
Settings → Billing → Payment Method → Update. We use Stripe to process payments. Your card details never touch our servers. We accept all major credit and debit cards, plus ACH for annual billing.
Settings → Billing → Invoices. Every monthly charge generates a downloadable PDF invoice (with your business name and address if you set them under Settings → Profile). Useful for expensing your subscription against your own books.
Settings → Billing → Cancel Subscription. You keep access until the end of your current billing period. There's no cancellation fee, no "are you sure" maze, no calling support. Cancel any time.
You can export everything (CSV, PDF) any time before or after canceling. After 60 days of inactivity post-cancellation, we permanently delete your data per our Data Retention policy. If you reactivate before the 60 days are up, everything's right where you left it.
Email the founder. Real reply, within 24 hours, no ticket queue.
brayden@claritybooksai.com