How the 14-day trial works

Steps

1. 1

   Step 1: Link your first bank, or finish moving your books from QuickBooks, Xero or Digits. Your 14-day Pro trial starts then, with no card.

2. 2

   Step 2: To keep Pro after the trial, add a card while the books build, on Billing or from the email that says your books are ready. Pick Monthly or Annual · 2 months free. You pay $0 today, and the trial keeps its end date.

3. 3

   Step 3: Three days before the first charge, we email you a reminder. Billing shows the date too.

4. 4

   Step 4: To stop, cancel in the billing portal before the charge date. Nothing is charged.

Good to know

• A card added before your books start begins the same 14 days. Each workspace gets one trial.
• If the trial ends without a card, or you cancel, the workspace moves to Free: your first company stays fully usable and other companies become read-only. Bank links through Stripe keep syncing for 3 more days, then pause until you start Pro; Mercury, Brex and Ramp tokens and statement uploads keep working.
• Workspaces created before November 10, 2026 start their 14 days when a card is added, and their first bank keeps syncing on Free for good.
• Workspaces created before October 25, 2026 keep their trial without a card, and their bank links keep syncing until at least November 8, 2026.
• You can still read, export and import everything on Free. Nothing is ever deleted.

Related articles

• What each plan includes
• What happens to extra companies on Free
• Change your plan, card or invoices, or cancel