Books offers four subscription plans. You can change plans at any time, and upgrades are prorated automatically. This guide covers what each plan unlocks and how billing works.
Available Plans
Books Individual
Free tier. Designed for solo agents getting started with bookkeeping.
1 user
1 company
100 MB attachment storage
Full bookkeeping & reports
25 transactions per month
Standard email support
Not included on Individual: Plaid bank feeds, multi-user, multi-company, accountant access.
Books Growth
For active travel agents managing real volume.
2 users + 1 accountant
2 companies
1 GB attachment storage
750 transactions per month
Plaid bank feeds (1 connected account)
Standard email support
Books Pro
Unlimited transactions, multi-company, unlimited bank feeds.
5 users + 2 accountants
5 companies
10 GB attachment storage
Unlimited transactions
Unlimited Plaid bank feeds
Priority email support
Monthly vs. Yearly Billing
Growth and Pro both offer monthly or yearly billing. Yearly saves roughly 20% compared to monthly — the equivalent of getting about two months free per year. Switch between monthly and yearly any time from the billing dashboard; Stripe prorates automatically.
Upgrading or Downgrading
Go to Settings → Billing.
Click Change Plan and pick the tier you want.
Stripe Checkout opens for new subscriptions, or applies the change immediately for existing ones.
Upgrades take effect right away. Downgrades take effect at the end of your current billing period to make sure you keep what you've already paid for.
If you downgrade past your current usage (e.g., you have 5 users on Pro and downgrade to Growth which allows 2), Books does NOT delete data — but you'll need to bring usage under the new limit before the downgrade fully completes.
What Happens at Plan Limits
If you try to do something your current plan doesn't allow (add another user, connect another bank feed, exceed monthly transactions), Books shows an upgrade page explaining which limit you hit and what plan unlocks the feature. No data is ever lost or hidden — you just can't add more until you upgrade.
Managing Your Billing
From Settings → Billing you can:
View your current subscription, next renewal date, and amount
Update your payment method
Download invoices and receipts for any past charge
Cancel your subscription — you keep access until the end of the period you've paid for, then revert to Books Individual automatically
All checkouts and payment management run through Stripe, the same payment processor used by Shopify, Lyft, and most modern SaaS products. UrTravelPro Books never sees or stores your card details.
Refunds
Subscription charges are non-refundable except as required by law. If you downgrade or cancel, your remaining time on the current period is honored — you don't lose what you paid for, but you don't get a partial refund for unused time either.
Exceptions: if you were billed in error, billed during a service outage of more than 24 hours, or fraudulently charged, submit a ticket and we'll make it right.