Settings → Billing & Payments shows your company's plan and usage, lets you change or cancel the plan, and keeps the invoices for your payments. It is also in your profile menu.
Before you start
Only the Company Owner or an Admin can buy, change or cancel a plan. If a CA firm manages your company's plan, the button reads Managed by firm and the plan can't be changed here.
The plans
Every plan includes invoices, ledgers, GST billing and reports, with unlimited users.
- Free — core accounting. AI features, GST filing and Smart Integrations are locked.
- Plus — adds SmartAuditor, SmartUploads with a monthly allowance, bank statement processing, GST reconciliation and filings, and email support.
- Pro — everything in Plus, and SmartInsights, Create with AI, unlimited SmartUploads and bank statements under the Fair Use Policy, scheduling and workflows, higher SmartAuditor limits, e-way bills and e-invoicing, WhatsApp, Slack and Email integrations, and Google Drive.
- Max — everything in Pro, and the highest SmartAuditor limits, access to top models, early access to new modules, priority support, email and WhatsApp chat support, and a dedicated account manager.
Prices are shown on each plan card and exclude GST; checkout adds 18% GST. Paying yearly costs less than paying monthly. Each company gets one 7-day free trial of a paid plan.
Check your plan and usage
The Overview tab shows your CURRENT PLAN, its status and renewal, and Feature usage: what you've used this billing cycle and when it resets.
Change your plan
- On Overview, click Change plan, or Choose a plan if you're on Free.
- Choose Monthly or Yearly.
- On the plan you want, click Upgrade to or Downgrade to that plan. If your company hasn't had its trial yet, the button reads Start free trial.
- Under Confirm your plan, check the plan and billing period. If you have a discount code, enter it and click Apply.
- Click Continue with your plan.
- Under Billing details, enter what should appear on your tax invoice. Billed to and Invoice email are required. Enter your GSTIN (optional) to fill in the rest from the GST record.
- Click the Pay … securely button and complete the payment in Razorpay, by UPI, card or net banking.
If you're on a free trial when you upgrade, the new plan is charged today and starts straight away. Your first billing period runs from the end of the trial, so you keep the days you have left.
Starting a trial costs nothing today: click Verify with card / UPI to add a payment method, or Skip for now — start the trial without verifying.
Cancel your plan
- Open Change plan.
- In the Current plan bar at the top, click Cancel plan (or Cancel trial).
- Read what changes and click Cancel plan to confirm, or Keep my plan to go back.
You keep the plan until the end of the period you've paid for, or the end of the trial. Nothing more is charged and there is no refund for the rest of the period. After that, the company moves to Free.
Download your payment invoices
- Open the Invoices tab.
- Find the payment and click Download Invoice to save the PDF.
Your saved card, if you have one, is shown above the list.
Choosing a plan for a new company
When you create another company and switch to it, you see Choose a plan for your new company. Pick a plan to go to checkout, or click Start free to stay on Free.
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