Frequently asked questions

Choose a plan and billing period, create your account and confirm your email. The 14-day trial starts when your company is set up. No card is required and nothing is charged when the trial ends.

Your data stays. You can still view and export it, but new invoices, expenses and Copilot questions pause until you subscribe from Settings, Billing.

Yes. A larger plan or more seats starts immediately, with the difference prorated. A smaller plan starts at the end of the period you already paid for, as long as your team fits it.

All plans, extra users and credit packs are priced in Swiss francs (CHF), billed monthly or yearly.

No. You keep the price you agreed to while you stay on your plan. A change to the public price list does not change your subscription.

We email the owner straight away and remind them a few days later. The books stay open during the grace period. If the payment still has not gone through, the company becomes read-only until it does. No data is deleted.

Cancel from Settings, Billing. You keep full access until the end of the period you paid for. Your data is kept afterwards.

Yes. Enter the code on Billing before you pay. One code can apply to a subscription at a time.

Credits measure how much text the AI Copilot reads and writes for your company. Every plan includes a monthly allowance shared by everyone in the company.

The books stay open. Copilot questions resume at the next monthly reset, or straight away if you buy a credit pack or move to a larger plan.

The monthly allowance resets each period and does not roll over.

Every internal member counts against your seats, including pending invites. Your fiduciary, invited with the Fiduciary or Fiduciary+ role, does not use a seat.

Yes. Every company workspace keeps its own books, and access is checked for each company in the database.

Not directly. You import bank statements as CSV and Sqreeb matches each line to invoices and expenses.