How do I create an account?
Anyone can sign up on the Standard tier at no monthly cost with email and password or Google. You may need to confirm your email. Depending on how your organization is configured, an administrator may need to approve your access before you can use the full dashboard—if so, you will see that status when you sign in.
Is there really a Standard tier at $0?
Yes. Unlimited invoices and estimates. Unlimited receipt uploads mean you can attach or store receipt files without a monthly upload quota. On Standard, 20 smart receipts per month. Smart receipts read your uploads and pull out vendor, dates, and totals so you can confirm details instead of retyping everything. That monthly allowance applies when you use smart receipt processing through the Assistant or capture flows—not when you only store a file. Assistant: up to 100 chats per month after you send your first invoice (30 chats during the trial before that)—no credit card required. Pro is $30/month with a lower platform fee on paid invoices (0.5% vs 1%), more assistant usage, reporting and automation, multi-business support, and unlimited smart receipt processing.
What is the difference between receipt uploads and smart receipts?
Unlimited receipt uploads: store or attach receipt files without a monthly upload cap. Smart receipts: Smart receipts read your uploads and pull out vendor, dates, and totals so you can confirm details instead of retyping everything. On Standard you can use that smart processing 20 times per month; on Pro it is unlimited. File uploads stay unlimited on both plans.
How do customer payments work?
PlanBill connects to Stripe so you can accept card and other supported payment methods on invoices where you enable online pay. Stripe payment processing fees apply separately to online payments and are separate from PlanBill’s subscription and platform fees. You manage payout and Stripe account details in your payment settings.
Can I import data from spreadsheets or other tools?
Yes. The import flow walks you through CSV uploads and column mapping for customers, invoices, payments, and expenses so you can migrate without retyping everything. For billable time, Pro includes time-sheet import from Google Sheets, CSV, Excel, and paste—with shortcuts to draft invoices and time entries.
Does PlanBill include time tracking?
Yes. You can use time-clock and time-entry features (including supervisor flows where enabled). Exact availability depends on your organization’s settings. Pro adds deeper time-sheet import and related workflows—see Pricing on the marketing page for plan limits.
Can I cancel anytime?
Yes. Cancel through your account settings or contact us. Cancellation stops future charges. We don't refund amounts already paid for the current period.
Does PlanBill work on mobile?
Yes. Use PlanBill in your phone or tablet browser. Capture receipt photos, upload files, create invoices, and check your dashboard from anywhere.
Is my data safe?
Your data is encrypted and stored securely. We use Supabase for infrastructure. We don't sell your data. You can export your data anytime.
Can PlanBill fit into the way my business already handles bookkeeping?
Yes. Many businesses use PlanBill for day-to-day invoices, expenses, and reporting, then share exports or summaries with internal teams or outside professionals when needed. PlanBill is not a substitute for professional tax, accounting, or legal advice.