How to Manage Your Subscription & Purchase Add-ons

Your plan or bundle will have specific usage and add-on limits, however you can upgrade your client bundle, and purchase add ons such as Bank Statement Extraction and Line Items from within your app.

For example, you can upgrade your bundle from within the app if you are subscribed to our Streamline Product and would like to upgrade from a 10 to a 20 bundle. Or if you subscribed to our Optimize product and would like to upgrade from 2 users to 5 users.


Upgrading your Subscription

To upgrade your subscription:

  1. In the web app, go to My Profile in the sidebar, then Subscription.
  2. Click Upgrade plan.
  1. Next, select which bundle you want to move to.
  1. Finally, confirm the client upgrade and price of your new bundle, by clicking Upgrade. Your new client bundle will be activated immediately.

Purchasing Add-ons

To upgrade your subscription:

  1. In the web app, go to My Profile in the sidebar, then Subscription.
  2. Go to Add ons. From here you can activate Bank Statement Extraction, Line Item Extraction or Boost. Or upgrade your usage.