Which plan do I need?

Start here · About this manual·1 min read

Some features are included only on higher plans. Where a feature is plan-gated the manual says so. In short:

PlanAdds
Simple StartInvoices, estimates, expenses, journals, receipts, credit notes, vendor credits, customers and vendors, online payments and payment links, bank feeds and reconciliation, recurring invoices with auto-send, 1099 tracking, sales-tax reports, P&L, Balance Sheet and 50+ reports, and Fusion AI.
EssentialsMulti-currency, sales orders and deliveries, purchase orders and goods receipts, timesheets and billable time, approval workflows, period locking, custom fields, branded PDF templates.
PlusBudgets and budget-vs-actuals, custom report builder, project profitability, analytic dimensions, multi-warehouse inventory with transfers and reorder rules, landed costs, units of measure.
AdvancedFixed asset management and depreciation, payroll through the Gusto integration, custom roles and granular permissions, full audit trail, API keys, migration from other accounting software, priority support.

You can see your current plan, and change it, at Settings → Organization → Subscription. Modules your plan does not include are shown with a small lock on the Workspace and open a short explanation instead of the module.