How do I create an account?
Anyone can sign up on the Standard tier at no monthly cost 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 access before you can use the full dashboard—if so, you will see that status when you sign in.
Is there really a Standard tier at $0?
Yes. Unlimited invoices and estimates, unlimited manual receipt uploads, and unlimited manual expense uploads. On Standard, 20 smart receipts per month when you use AI-assisted extraction through the Assistant or capture flows. Smart receipts read your uploads and pull out vendor, dates, and totals so you can confirm details instead of retyping everything. Storing files without smart processing is not capped. Standard also includes linking bank accounts, auto-syncing transactions, and manual pairing/reconciliation. Assistant included: up to 100 chats per month after you send your first invoice (30 chats during the trial before that)—no credit card required. Pro is $40/month or $400/year when billed annually in-app, with a lower platform fee on paid invoices (0.5% vs 1%), On Pro: up to 60 messages per rolling hour and 300 per rolling day, Data Hub, team access, deeper reporting and assisted workflows, multi-business support, and unlimited smart receipt processing. Additional businesses are billed as an add-on when you’re on Pro.
What is the difference between receipt uploads and smart receipts?
Unlimited receipt uploads: store or attach receipt files without a monthly upload cap. Smart receipts: Smart receipts read your uploads and pull out vendor, dates, and totals so you can confirm details instead of retyping everything. On Standard you can use that smart processing 20 times per month; on Pro it is unlimited. File uploads stay unlimited on both plans.
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 payment processing fees apply separately to online payments and are separate 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.
Is smart invoice or smart estimate drafting a separate paid add-on?
We are evaluating richer assistant-led invoice and estimate drafting on top of normal document capture. It is not a separate live priced add-on today, and we are not promising a final bundle or price. We may try limited experiences with some Pro accounts while we learn what works; long-term packaging will depend on those results. Current plan and add-on pricing is always shown in Settings → Billing and on our public pricing section.
Can I connect my bank on Standard, or is banking only on Pro?
Standard and Pro both support linking bank accounts, seeing synced transactions, and manual pairing or reconciliation in PlanBill. Pro adds team and multi-business workflows, Data Hub, higher assistant limits, scheduled reporting, and more advanced reconciliation assistance—not “banking only on Pro.”
Does PlanBill send SMS or text messages to my customers?
Transactional SMS is planned and gated in the product, but it is not generally available yet while we complete toll-free carrier verification. Do not expect live texting today; when we enable it, it will require Pro and recorded customer consent.
Does PlanBill include time tracking?
Pro includes billable time import from Google Sheets, CSV, Excel, and paste. A team time clock is a Pro-only paid add-on that is rolling out—availability can depend on your account and plan. Check Settings → Billing for the latest add-on status.
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. Capture receipt photos, upload files, 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.