How do I create an account?

Use Sign up to create an account with email and password or Google. You may need to confirm your email. Depending on how your organization is configured, an administrator may need to approve your account before you can use the full dashboard—if so, you will see that status when you sign in.

Is there really a free plan?

Yes. You can create up to 30 invoices per month, use 50 receipt scans with the PlanBill Assistant, and get the Assistant: up to 100 chats per month with a 1M token cap after you send your first invoice (30 chats and a 30K token cap before that)—no credit card required. Upgrade to Pro when you need more.

How do customer payments work?

PlanBill connects to Stripe so you can accept card and other supported payment methods on invoices where you enable online pay. Stripe’s processing fees apply separately from PlanBill’s subscription and platform fees. You manage payout and Stripe account details in your payment settings.

Can I import data from spreadsheets or other tools?

Yes. The import flow walks you through CSV uploads and column mapping for customers, invoices, payments, and expenses so you can migrate without retyping everything. For billable time, Pro includes time-sheet import from Google Sheets, CSV, Excel, and paste—with shortcuts to draft invoices and time entries.

Does PlanBill include time tracking?

Yes. You can use time-clock and time-entry features (including supervisor flows where enabled). Exact availability depends on your organization’s settings. Pro adds deeper time-sheet import and related workflows—see Pricing on the marketing page for plan limits.

Can I cancel anytime?

Yes. Cancel through your account settings or contact us. Cancellation stops future charges. We don't refund amounts already paid for the current period.

Does PlanBill work on mobile?

Yes. Use PlanBill in your phone or tablet browser. Snap receipts, create invoices, and check your dashboard from anywhere.

Is my data safe?

Your data is encrypted and stored securely. We use Supabase for infrastructure. We don't sell your data. You can export your data anytime.

Can PlanBill fit into the way my business already handles bookkeeping?

Yes. Many businesses use PlanBill for day-to-day invoices, expenses, and reporting, then share exports or summaries with internal teams or outside professionals when needed. PlanBill is not a substitute for professional tax, accounting, or legal advice.