Documentation/ Getting started/ Free trial for accountancy practices
Free trial for accountancy practices
Fourteen days and twenty credits, on your clients' own documents. On an accountancy practice account the unit is the invoice, not the page: a ten-page document that is one invoice costs one credit.
On a business account the unit is the page processed and the advice on uploading is the opposite. See Free trial for businesses.
On this page
Starting the trial
You choose the trial while signing up, at the plan step. The account type accountancy practice has to have been set at the first step, because that is what makes usage count in invoices.
No card and no other payment details are needed to start.
How credits are used up
The trial starts with twenty credits, and one credit is one invoice processed, however many pages it runs to. Twenty invoices, in other words, whatever length they are.
| What you upload | Cost |
|---|---|
| A one-page invoice | 1 credit |
| A ten-page invoice | 1 credit |
| One file holding ten one-page invoices | 10 credits |
How to upload the documents
In practice mode the system works out for itself which pages of a document matter. Upload the whole document and leave the pages alone. This is the opposite of what a business account should do.
There are two cases:
- One invoice over several pages. Upload it whole and tick nothing. It is treated as a single invoice and the first page and the last two are read. If the first page is a cover sheet with no header data on it, meaning no issuer, number or date, take it out before processing.
- One file with several invoices. Tick Multiple invoices. Every page is then processed as an invoice of its own.
An upload takes up to 250 pages or documents at a time.
What is limited
| Limit | What it means |
|---|---|
| Users | One. You cannot add more during the trial. |
| Email connections | Not available. Uploading is done by hand. |
| Recipe costing with AI | Capped at a maximum. |
| Extra credits | Not available during the trial. |
The limit on nominal accounts matters more here than anywhere else: during the trial you work with the chart of accounts as it stands, without opening new codes.
Keeping an eye on what is left
The application keeps showing the days left and the credits left, counted in invoices. Beside the message sit Activate now, which moves you onto the paid plan there and then, and View plan, which opens the plan and usage screen.
When the fortnight is up
After fourteen days there are two endings, depending on what the account has done:
- With no card, the account stops. Nothing is charged. Signing in brings up a notice saying the trial is over, with a button to write to support and start the subscription.
- With a card on file, the plan you chose starts and is charged, quarterly on practice accounts. That happens if you activated the plan during the trial.
To start the plan before the fourteen days are up, use the button in the application itself: it takes you to the payment screen, and the charge goes through once the card is saved.
Cancelling the trial locks the account straight away, and for good. You will not be able to sign in with it again. If all you want is to stop, there is no need to cancel: with no card, the trial stops by itself once the fourteen days are up.
Running out of credits
Once the credits are gone the system stops processing new documents. From that message you can start the plan immediately rather than waiting for the fortnight to end.
One trial per company
A company gets one trial only. A second attempt is turned down during sign-up itself, before anything is created, with a note to subscribe to a plan instead. Nothing is charged for the attempt.
The notice comes at one of two moments: when the email is checked, saying that email has already had the trial, or when the company details are confirmed, saying the company has already used it. In the second case it does not say which detail matched.