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Yes — upgrade or downgrade at any time. Changes take effect on your next billing date, and nothing in your books is touched.
Each company is its own set of books: expenses, income, mileage, receipts, and reports, fully isolated from the others.
Nothing is charged automatically. Pick a plan when you’re ready — your data stays exactly where you left it.
Yes. Each person gets their own login with a Viewer, Contributor, or Admin role, and MFA is required on every account.
Always. Excel, CSV, and QuickBooks QBO exports are available on every plan — your data is never locked in.
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