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Subscription Plans

MyBooks offers four Subscription Plans — Free, Standard, Premium, and Enterprise — each building on the one before it. This article explains what each tier unlocks, how the upgrade prompt works, and where to manage your plan and billing.

The Four Tiers​

Free​

Free covers the core of day-to-day bookkeeping: Invoices, Bills, Expenses, and opening balance entries. It's built for a single user with a modest number of transactions a month.

Standard​

Standard adds the documents and tools a growing business needs around its core invoicing:

  • Purchase Bills, Estimates/Quotes, Sales Orders, and Purchase Orders
  • Sales Returns, Purchase Returns, Credit Notes, and Debit Notes
  • Stock Adjustments and Inventory tracking
  • Banking & Reconciliation — importing bank statement files and matching/categorizing transactions
  • Advanced Reports
  • Backup & Restore

Premium​

Premium adds the more advanced and automated capabilities:

  • Proforma Invoices, Delivery Notes, and Production Orders (Manufacturing)
  • Multi-Branch — manage more than one business location under one login (see Multi-Branch)
  • Connecting Your Bank Account — live bank feeds via Plaid, so transactions sync in automatically instead of manual statement imports (see Banking and Reconciliation)
  • AI Features — report insights, the AI business summary, receipt/bill scanning, and the AI chat assistant (see AI Features)
  • Projects and Budgets modules

Enterprise​

Enterprise includes everything in Premium, aimed at larger organizations that need more headroom and hands-on support — think higher usage limits, a dedicated account manager, custom onboarding/training, and priority support, rather than additional feature toggles.

What You Get, By The Numbers​

Along with the features above, higher plans also raise your usage limits — for example, Free is capped at 1 user, a small number of monthly transactions, and 1 branch, while Standard and Premium raise (or remove) those caps and add more users, bank feed connections, and branches. Exact limits are shown on the pricing comparison in Settings > Subscription.

The Upgrade Prompt​

You don't need to guess what's included — MyBooks tells you the moment you hit a wall. If you click on a feature or transaction type that isn't included in your current plan, an Upgrade Required popup appears explaining what the feature needs and offering two options: Dismiss to close it, or View Plans to jump straight to the Subscription settings page and compare plans.

Managing Your Plan and Billing​

  1. Go to Settings > Subscription.
  2. At the top, you'll see your current plan, its status, usage (Users / Transactions / Bank Feeds), and — for paid plans — when it renews or expires, plus your last payment details.
  3. Below that, a plan comparison lets you review and switch to a different plan.
  4. To cancel a paid plan, click Cancel Subscription. You'll be asked to confirm — your plan stays active until the end of the current billing period, after which it won't renew. You can resubscribe at any time.

This page is the best place to check "what am I paying for" or "what would I get if I upgraded" whenever you're not sure.