How to Upgrade Your Subscription

Overview

Ready to unlock advanced features? Learn how to upgrade from Professional to Growth plan, understand prorated billing, and make the most of your upgraded subscription.

What You'll Learn

• How to upgrade your plan
• Understanding prorated billing
• What happens immediately after upgrade
• Comparing upgrade options
• Special upgrade offers
• Canceling upgrades

When to Upgrade

Signs You Should Consider Growth Plan

You should upgrade from Professional to Growth if you:

• ✅ Have a team (2+ people) who need access
• ✅ Manage multiple projects
• ✅ Need approval workflows
• ✅ Require custom reporting
• ✅ Want API access
• ✅ Need unlimited AI questions
• ✅ Want dedicated support

Benefits of Upgrading to Growth ($49/month)

From Professional to Growth:

• Up to 5 team members
• Unlimited Maple AI questions (vs. 50/month)
• Custom reports and analytics
• API access
• Dedicated account manager
• Team expense approval workflows
• Advanced permissions
• White-label invoicing (add-on)

How to Upgrade

Step-by-Step Upgrade Process

Step 1: Access Subscription Settings

1. Click your profile icon (top right)
2. Select "Settings"
3. Navigate to "Subscription" tab
4. Or click "Upgrade" button in any feature prompt

Step 2: Choose Your Plan

1. See plan comparison table
2. Current plan highlighted
3. Available upgrade shown with features
4. Click "Upgrade to Growth"

Step 3: Select Billing Cycle

Choose how you want to pay:

Monthly Billing:

• Growth: $49/month
• Flexible, cancel anytime
• Pay each month

Annual Billing (Save $98/year):

• Growth: $490/year
• One payment per year
• Best value

Step 4: Enter Payment Information

If this is your first paid subscription:

1. Credit card details:
   • Card number
   • Expiration date
   • CVV code
   • Billing ZIP/postal code
2. Or select alternative:
   • PayPal
   • Apple Pay
   • Google Pay

If you already have payment method on file:

• Skip this step
• Existing card will be charged

Step 5: Review and Confirm

1. Review upgrade summary:
   • New plan name
   • Monthly/annual cost
   • Prorated amount for first payment
   • Next billing date
   • Features unlocked
2. Apply promo code (if you have one)
3. Agree to terms
4. Click "Confirm Upgrade"

Step 6: Instant Activation

• ✅ Upgrade processes immediately
• ✅ New features unlock instantly
• ✅ Receipt emailed
• ✅ Welcome to your upgraded plan!

Understanding Prorated Billing

What is Prorated Billing?

When you upgrade mid-month, you only pay for the remaining days of the current month at the new rate.

Example: Upgrading from Professional to Growth

Scenario:

• You already paid $19 for Professional (Nov 1-30)
• Upgrading November 15 to Growth ($49/month)
• Days remaining: 15 days

Calculation:

Professional daily credit: $19 ÷ 30 × 15 = $9.50
Growth daily cost: $49 ÷ 30 × 15 = $24.50
Difference owed: $24.50 - $9.50 = $15.00

First payment: $15.00 (today)
Next payment: $49 (December 15)

Fair pricing: You never pay twice for the same period!

Annual Upgrades

Upgrading to annual plan:

1. Prorated credit for unused monthly time
2. Annual charge minus the credit
3. Next billing date in 12 months

Example:

Paid $19 for Professional on Nov 1
Upgrading to Annual Growth on Nov 15 (15 days used)

Monthly credit: $19 × (15÷30) = $9.50
Annual charge: $490
Amount due: $490 - $9.50 = $480.50

Next billing: November 15, 2026

After Upgrading

Immediate Changes

What unlocks instantly:

• ✅ All new plan features
• ✅ Team member invitations
• ✅ Unlimited AI questions
• ✅ API access
• ✅ New support tier

What stays the same:

• Your existing data (expenses, invoices, clients)
• Account settings
• Connected bank accounts
• User preferences

First Steps After Upgrade to Growth

1. Invite team members

   • Settings > Team
   • Add up to 5 members

2. Set up roles and permissions

   • Define who can do what
   • Approve vs. submit expenses

3. Configure approval workflows

   • Require manager approval
   • Set spending limits

4. Create team expense categories

   • Department-specific categories
   • Project tracking

5. Schedule reports

   • Automatic weekly/monthly reports
   • Email to stakeholders

6. Explore API access

   • Settings > API
   • Generate API keys

Testing New Features

Take advantage of your upgrade:

• Invite team - Add your first team member
• Ask Maple AI - Unlimited questions now!
• Create custom report - Build your first custom report
• Set up approval - Configure expense approvals
• Try API - Test API integration

Special Upgrade Offers

Promotional Discounts

Current offers (check your account for personal offers):

Annual Commitment:

• Save $98/year with annual billing
• No promo code needed

Team Upgrade:

• Add 3+ team members, get 1 month free
• Contact sales for code

Loyalty Discounts

Long-time users:

• Professional users for 6+ months may receive upgrade offers
• Check Notifications for personalized deals
• Email alerts for special promotions

Referral Credits

Invite friends:

• Refer a friend who subscribes
• Get $10 credit toward subscription
• Unlimited referrals

How it works:

1. Settings > Referrals
2. Share your unique link
3. Friend signs up and subscribes
4. You both get credit

Managing Your Upgraded Plan

Viewing Plan Details

Settings > Subscription

See:

• Current plan name
• Billing amount
• Next billing date
• Payment method
• Features included
• Usage statistics

Changing Billing Cycle

Switch between monthly and annual:

1. Settings > Subscription
2. Click "Change Billing Cycle"
3. Select monthly or annual
4. Prorated adjustment calculated
5. Confirm change

Change takes effect:

• At next billing cycle
• Or immediately if switching to annual (pay difference now)

Updating Payment Method

1. Settings > Subscription > Payment Methods
2. Click "Update Card"
3. Enter new card details
4. Click "Save"
5. Future charges use new card

Or add additional payment method:

• Keep multiple cards on file
• Set primary payment method
• Fallback if primary fails

Upgrade FAQs

Q: Can I upgrade in the middle of my billing cycle? A: Yes! You'll only pay for the prorated amount for the rest of the month.

Q: Will I lose any data when upgrading? A: No! All your expenses, invoices, receipts, and settings remain intact.

Q: Can I try Growth before committing? A: Growth plan includes first month satisfaction guarantee. Cancel within 30 days for full refund.

Q: Do I need a credit card to upgrade? A: Credit card, PayPal, Apple Pay, or Google Pay accepted.

Q: Can I use a discount code? A: Yes! Enter promo code on the payment page before confirming.

Q: What if my card is declined? A: Check card details, ensure sufficient funds, contact your bank, or try different payment method.

Q: Can I upgrade just for one month? A: Yes, monthly billing allows you to upgrade and downgrade flexibly.

Q: Do you offer refunds if I change my mind? A: Monthly: No refunds, but can cancel for next month. Annual: 30-day money-back guarantee.

Q: Can I gift a subscription upgrade to someone? A: Contact support@akiliapps.com for gift subscription options.

Related Articles

• Understanding Plans - Plan comparison
• Choosing a Plan - Which plan is right
• Downgrading Plan - Downgrade process
• Payment Methods - Managing payments
• Billing History - View past payments

Need More Help?

Contact support at support@akiliapps.com or use the live chat in the bottom right corner of the app.