Plans and Billing

Cancellation

1. Settings → Plan & Billing → Cancel.
2. Cancellation takes effect at the end of the current period — you keep using the paid features until then.
3. Cancellation pauses billing but does not delete your data. If you re-subscribe later you pick up where you left off. If you want your data removed, see Data Security — deletion is a separate, audited request.

If you're a firm canceling a client's subscription on their behalf, the same applies — the client's data is preserved, just downgraded to Free.

Common issues

• "I'm a bookkeeper and I don't see Plan & Billing for a client." Check whether the client is paying directly (in which case they manage their own billing in their portal) or your firm is paying (in which case you manage it from the client drilldown).
• "When does my document cap reset?" On the calendar month — the counter returns to zero at the month boundary, independently of when your subscription renews. Documents already processed are not returned to the cap if you later delete them; the cap counts processing, not stored documents.
• "I upgraded but the feature isn't unlocked." Refresh the page. The capability check happens at request time; sometimes the cached page has the old plan tier. Hard refresh resolves it.
• "I'm trying out the firm-self-client demo and the doc cap looks like Free." That's by design — see Bookkeeper workspace.

Doc-quota soft cap

If you're approaching your monthly document cap (Free or Starter tiers), Tally surfaces this clearly:

• A meter at the top of the page shows your current count vs. cap.
• A reminder appears in the Tally tongue + bell when you cross 80%.
• A persistent header banner appears when you're past 95%.
• A modal appears when you try to upload past the hard cap.

You always know where you stand. Upgrading at the cap is one click.

How firms vs SMBs are billed

Under the current model, bookkeeper users do not pay seat fees for the workspace itself. The subscription is tied to each client workspace. Pricing is subject to change — confirm the latest terms during onboarding.

When you add a client to your firm workspace, you choose:

• The client pays directly — they get their own checkout, their own subscription. The client owns their billing relationship.
• The firm pays on the client's behalf — your firm's Stripe customer is billed for that client. You see all the client subscriptions in your firm's billing portal. Useful for firms that bundle Tally into their own service fee.

You can switch billing models per-client at any time.

If you're an SMB owner, you pay your own subscription directly — no firm involved.

Inbox Starter — the standalone product

There's also a separate Inbox Starter plan ($29/month). Its self-serve purchase is currently paused — access is activated through onboarding rather than self-serve signup. It's a focused product for someone who wants email intake and extraction delivered into a system they already run: a forwarding address, document extraction, delivery to an HTTPS webhook you configure, and a delivery log recording every attempt and its outcome. It does not connect to QuickBooks and does not create Bills — QuickBooks push is a Tally capability (Starter and above).

Inbox Starter is its own account model — no Memory page and no Tally memory layer. If you want Tally to record vendors and review decisions, that is the regular Free / Starter / Pro / Business product.

Subscription term — month-to-month

Free, Starter, Pro and Business bill month-to-month. There is no annual commitment and no annual price to buy. You can cancel anytime; access continues through the end of the current billing period.

Enterprise billing terms are contract-specific and agreed in that conversation.

The tier matrix

Alert delivery is by email and in-app notification. SMS and Slack are not channels a customer can turn on.

Enterprise is a custom contract rather than a listed plan. What it includes is agreed in that conversation — this article does not list Enterprise capabilities, because they are not a fixed set.

Upgrading or downgrading

1. Open Settings → Plan & Billing.
2. Pick your new tier.
3. Stripe handles the proration.

Downgrading takes effect at the end of the current billing period. Upgrading is immediate.

If you're a bookkeeper paying on behalf of a client, the upgrade/downgrade flow is on the client drilldown — the billing flows through your firm's Stripe customer either way.

What Business adds

• Everything in Pro, plus 5 user seats and unlimited bank connections.
• Firm memory — patterns recorded across your own client workspaces, never raw client data.
• Reviewer intelligence and client-ready reports across the workspaces you manage.

These aggregate across several client workspaces, so they are only meaningful when you have several.

The Bookkeeper Command Center itself is not a paid add-on. Its firm-wide views — close readiness and the firm-level automation estimate across your clients — are available to a bookkeeper working in a firm workspace, on any plan. What Business adds is the seats, the bank connections, and the per-client capabilities above, each of which is gated on that client's own plan.

What Free includes

• 300 documents per month, 1 user.
• The memory and review layer: vendor memory, anomaly explanations ("Stripe usually charges $12–15, this one is $250"), Ask Tally, the open-loops queue, and per-vendor range tracking.
• The Memory page.
• Alerts and notifications.
• Manual review and approval of every document.

Not included on Free: bank connections, QuickBooks push, email ingest, autonomy, 1099-NEC preparation and cash-flow forecasting.

What's next

• Getting started
• Bookkeeper workspace — firm billing model details
• Inbox — Inbox tier availability
• Security and privacy

What Starter and Pro add

• Starter ($29/month) — everything in Free, plus a bank-feed connection, QuickBooks Online push, and a 2,000 documents/month allowance. 1 user.
• Pro ($99/month) — everything in Starter, plus 3 bank connections, unlimited documents, email ingest (Inbox), autonomy, 1099-NEC preparation, cash-flow forecasting, and 3 user seats.

Autonomy on Pro is per vendor and conditional — meeting a vendor's review conditions establishes eligibility, not a guarantee for a given document. See Vendor Autonomy Journey.

What you'll do

• Understand which tier covers your needs.
• See the difference between SMB self-billing and firm-paid billing.
• Know how Inbox Starter fits in.
• Manage your subscription — upgrade, downgrade, or cancel.