BankSync

Managing Your Plan & Billing

View your plan and usage, upgrade or downgrade, update your payment method, and manage workspace members and roles in BankSync Settings.

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Everything about your subscription and team lives in Settings. This guide shows you where each control is, so you can check your plan and usage, switch plans, keep your card up to date, and manage who has access to your workspace.

Before you start

Billing and Members are workspace-level settings. You need the Owner or Admin role to change them. Without it, both sections open in view-only mode (you'll see a "View only" banner). Open Settings from the left navigation, then use the Workspace group in the sidebar.
Reading your plan and usage, and comparing tiers.

View your plan and usage#

The Billing section opens on its Overview tab and shows your current plan at a glance.

Check your plan

  1. Open Settings → Billing

    In the settings sidebar, under the Workspace group, click Billing.

  2. Read the Your plan card

    The hero card shows your plan name, its status (active, trialing, or past_due), the sync cadence badge, and a billing line such as "$6/mo · billed yearly · renews May 12, 2027".

  3. Review Usage this month

    The Usage this month panel shows meters for your current month against your plan limits. Click Detailed report to open your invoices and billing history.

BankSync Settings Billing Overview showing the 'Your plan' hero card with the Standard plan name, an active status chip, a Daily syncs cadence badge, the billing line '$6/mo, billed yearly, renews May 12, 2027', and a Manage billing button, above a 'Usage this month' panel with meter bars for Banks (5/5), Documents (92/100), and API requests (18.4k/25k).
The Billing Overview 'Your plan' card and 'Usage this month' meters.

The Billing section uses tabs across the top: Overview, Payment, Invoices, and (on Professional and Business) Add-ons. A Cancel plan tab appears when your subscription is active or trialing.

Upgrade or downgrade your plan#

Plan changes are made from the Switch plan area on the Billing Overview tab.

Switch plans

  1. Find the Browse plans grid

    On the Billing Overview tab, scroll to Switch plan / Browse plans. Use the monthly/yearly toggle to compare prices (yearly saves about 20%).

  2. Click the plan you want

    Your current plan's card is disabled. Picking any other tier starts the change. Changes are prorated and take effect immediately.

  3. Confirm an upgrade

    Upgrades go straight to a confirmation step that shows what changes and the proration. Confirm to switch. If there is no card on file, you'll be routed to add one first.

  4. Resolve anything blocking a downgrade

    If a lower plan can't fit your current usage (too many banks, feeds, members, or portals), a checklist appears listing what to clear. Use Resolve manually to jump to the relevant page, fix it, then return and continue.

  5. Confirm the change

    Once the checklist passes (or if nothing needed fixing), confirm the consequences screen to commit. A "Plan switched" message confirms the new plan.

Add-ons

On the Professional and Business plans, the Add-ons tab lets you buy extra capacity beyond your plan's base limits: Extra Bank Connections, Extra Team Seats, Extra Extractor Blocks, and (on Business) Extra Client Portals. Use the plus and minus buttons, then Save Changes. Add-on charges are prorated.

Cancel or resume#

To cancel, use the quiet Cancel subscription link at the bottom of the Overview tab, or the Cancel plan tab. Cancelling stops future charges at the end of the current billing period; your access continues until then. If a cancellation is already scheduled, a banner offers a Resume option to keep the plan without interruption.

Update your payment method#

Saved cards live on the Payment tab.

Add or replace a card

  1. Open Settings → Billing → Payment

    The Payment tab lists your Saved Payment Methods, each showing the card brand, last 4 digits, expiry, and a Default badge on the active card.

  2. Add a new card

    Click Add New Payment Method and enter your card details in the secure form. After it's added, the list refreshes automatically.

  3. Remove an old card

    Click the trash icon next to a card and confirm in the Delete Payment Method dialog.

Past-due or declined card

If a charge fails, your plan shows past_due. Add a working card on the Payment tab and remove the failed one so it becomes the default. The next billing retry uses the default card. If the status doesn't clear after you've added a valid card, contact support from Settings → Support and we'll re-run the charge.

Manage members and roles#

Team access is controlled in Settings → Members.

Invite and manage teammates

  1. Open Settings → Members

    The Members section lists everyone in the workspace and any pending invitations.

  2. Invite a teammate

    Click Invite Member, enter their Email Address, choose a Role (Admin, Editor, or Viewer), then click Send Invite. They appear under pending invitations until they accept.

  3. Change a role

    Use the role dropdown next to a member to switch between Admin, Editor, and Viewer.

  4. Remove a member or invitation

    Click the trash icon next to a member to remove them. For a pending invite, use the refresh icon to resend or the trash icon to cancel it.

  5. Transfer ownership

    As the Owner, click the crown icon next to a member to make them the new Owner.

The four roles are: Owner (full control, including billing and ownership transfer), Admin (manage members and billing), Editor (create and edit feeds and data), and Viewer (read-only). If you reach your plan's seat limit, an upgrade nudge appears with a Manage Add-ons link to buy extra seats. Members who aren't the Owner can use Leave Workspace to remove themselves.

Confirm it worked#

  • The Your plan card on the Billing Overview shows the expected plan name and an active (or trialing) status.
  • After a plan change, you see a "Plan switched" confirmation and the new plan's limits in the Usage this month meters.
  • On the Payment tab, your new card carries the Default badge.
  • In Members, an invited teammate appears under pending invitations, and role changes are reflected by the badge next to each name.

Troubleshooting#

Common issues

Controls greyed out or a "View only" banner: you need the Owner or Admin role. Add-ons tab missing: it only shows on Professional and Business while the subscription is active or trialing. Can't invite more members: you've hit your seat limit, so use Manage Add-ons to add seats or upgrade. A downgrade won't go through: clear the items in the checklist (over-cap banks, feeds, members, or portals) first.

Next steps#

Manage your feeds

Related guides#

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