Understanding Subscription Plans

Reading Time: 4-5 minutes

Overview

Learn about the subscription plans in Akili Apps to choose the right one for your business and manage your subscription effectively.

What You'll Learn

Available subscription plans
Features by plan tier
Managing your subscription
Billing and payment options

Subscription Plans

Professional Plan

Price: $19/month or $190/year (save $38)

Includes:

Unlimited expenses
Unlimited receipt storage
Advanced AI OCR
Bank account connections (unlimited)
Unlimited invoicing
Stripe Connect integration
Recurring invoices
Advanced reporting
50 Maple AI questions/month
Full AI categorization
Priority email + live chat support

Best For: Solo freelancers, consultants, small service businesses

Growth Plan

Price: $49/month or $490/year (save $98)

Includes:

Everything in Professional
Team collaboration (up to 5 members)
Role-based permissions
Team expense management
Approval workflows
Custom report builder
Scheduled reports
Unlimited Maple AI questions
API access
Webhook support
Zapier integration
Dedicated account manager
Phone support

Best For: Small businesses with teams, agencies, scaling businesses

Managing Your Subscription

Viewing Current Plan

Go to Settings > Subscription
See current plan details
View usage statistics
See renewal date

Upgrading Your Plan

Step 1: Compare Plans

Click View Plans or Upgrade
Compare features and pricing
Select desired plan

Step 2: Confirm Upgrade

Review new price
Choose billing frequency (monthly/yearly)
Click Upgrade Now
Payment processed immediately

Step 3: Enjoy New Features

Upgraded features active immediately
Prorated credit for unused time on old plan
New limits apply instantly

Downgrading Your Plan

Important Considerations:

Loses features of higher plan
Data preserved (not deleted)
May hit new plan limits
Refund prorated amount

Downgrade Process:

Go to Settings > Subscription
Click Change Plan
Select lower tier plan
Review what you'll lose
Confirm downgrade
Takes effect at next billing cycle

Switching Billing Frequency

Monthly to Yearly:

Save by switching to annual billing
Immediate switch
Charged full annual amount
Credit for unused monthly time

Yearly to Monthly:

Takes effect at end of annual period
No refund on unused yearly time
Converts to monthly at renewal

Payment Methods

Adding Payment Method

Go to Settings > Billing
Click Add Payment Method
Enter credit card details:
- Card number
- Expiry date
- CVC code
- Billing ZIP/postal code
Click Save Card

Accepted Cards:

Visa
Mastercard
American Express
Discover

Updating Payment Method

Navigate to Billing settings
Click Update Card
Enter new card details
Click Save
Next charge uses new card

Payment Failures

If payment fails:

You receive email notification
Have 5 days to update payment method
Service continues during grace period
After 5 days, account access restricted

Common Reasons:

Expired card
Insufficient funds
Changed card number
Billing address mismatch

Solution: Update payment method immediately

Billing Cycle and Invoices

Billing Cycle

Monthly: Charged same day each month
Yearly: Charged same day each year
Auto-Renewal: Automatic unless cancelled
Prorated: Partial periods prorated

Viewing Invoices

Go to Settings > Billing > Invoice History
See all past invoices
Download PDFs
Resend to email

Invoice Details:

Invoice number
Billing period
Amount charged
Payment method
Date paid
Receipt download

Failed Payments

View failed payment attempts:

Date of failure
Reason for failure
Amount attempted
Retry status

Pausing and Canceling

Pausing Subscription

Available On: Both plans allow pausing

Go to Settings > Subscription
Click Pause Subscription
Select pause duration (1-3 months)
Confirm pause
Access to features paused
Auto-resumes after period

During Pause:

No charges
Read-only access to data
Cannot create/edit data
Can export data

Canceling Subscription

Before Canceling:

Export your data
Download all receipts
Save important reports
Consider pausing instead

Cancellation Process:

Go to Settings > Subscription
Click Cancel Subscription
Provide reason (helps us improve)
Confirm cancellation
Access until end of billing period

After Cancellation:

Access through end of paid period
Data preserved for 6 months
Can reactivate anytime

Discounts and Promotions

Available Discounts

Annual Billing: Save by paying yearly
Nonprofit Organizations: 30% off (verify status)
Students: 50% off Professional (verify .edu email)
Startups: 6 months free on Growth (apply at startups@akiliapps.com)

Applying Discount Codes

Go to Billing > Apply Discount
Enter code
Click Apply
Discount shows on next invoice

Common Questions

Q: Can I change plans anytime?

Yes, upgrade anytime (immediate), downgrade at next billing cycle.

Q: What happens if I exceed plan limits?

You'll be notified and prompted to upgrade. Features may be limited until upgrade or next month.

Q: Do you offer refunds?

30-day money-back guarantee on annual plans. No refunds on monthly after use.

Q: Can I get invoice for tax purposes?

Yes, all invoices available in Billing History with tax information included.

Q: What payment methods do you accept?

Credit cards (Visa, MC, Amex, Discover), PayPal, Apple Pay, Google Pay.

Q: Is billing secure?

Yes, all payments processed by Stripe with bank-level security. We don't store card numbers.

Q: Can I transfer my subscription to someone else?

Yes, contact support to transfer subscription ownership.

Q: What happens to my data if I cancel?

Preserved for 6 months. Export before canceling to be safe.

Q: Is there a free trial?

Yes, new accounts receive a 14-day free trial of Professional features with no credit card required.

Need Help?

Email: support@akiliapps.com Billing: billing@akiliapps.com

Akili Apps - Intelligent Expense Tracking for Canadian Businesses

Index Upgrading Your Plan