Billing and trials

What The Firm Pays For

LedgerHQ has two firm packages:

• LedgerHQ Core is $9 per active managed company per month.
• LedgerHQ + Tally is $20 per active managed company per month.

The firm workspace is included at no charge. A firm with no active managed companies keeps its selected package with a billed package quantity of zero.

Both packages are free through September 1, 2026. During that launch period, the firm can still be asked to collect a card through Stripe Checkout, but the first charge waits until the trial ends.

Both packages include the first 6 mapped importing Plaid bank or card accounts for each active company. Mapped importing accounts above that allowance are $1 per account per month. Unmapped or skipped Plaid accounts may remain connected for setup or relinking, but they do not count toward connected-account overage until they are mapped to a LedgerHQ bank/card register and import-enabled.

LedgerHQ + Tally includes Tally bookkeeping work across the firm's active companies with $5 of included Tally AI usage per active company per month, pooled across the firm. Tally is fully managed by LedgerHQ — there are no AI accounts, keys, or provider charges. LedgerHQ Core keeps normal support chat and product help, but Tally does not inspect or work the books for Core firms.

Archiving a managed company removes it from the active company count while preserving its history. There is no separate company package or billing toggle.

Trials

A trial lets a firm enter the product and evaluate the workflow before the first charge. If card collection is required, the card is collected at signup and the first charge waits until the trial ends.

Launch-period firms get both LedgerHQ Core and LedgerHQ + Tally for $0 through September 1, 2026. After that date, the selected firm package and any account overages become billable unless the firm has a staff or manual billing exception.

If a trial has been extended by staff, the firm should continue to have access through the extended date as long as the firm subscription remains current. If a user sees a billing gate during an extended trial, create a support ticket with the firm name and expected trial end date.

Where To Review Billing

Firm billing is available from the account profile Billing tab. That view shows the firm-level subscription state, the next charge context when available, the Core/Tally firm package, active company count, billing history, and the Stripe portal action for card or subscription management.

Billing history is LedgerHQ-owned. Stripe still handles card management and invoice PDFs, but LedgerHQ stores invoice snapshots with invoice totals, line items, and the per-company/account breakdown at invoice time. Use Billing history when the user needs to understand a prior charge rather than only the current subscription state.

Site admins also have an admin billing surface for trial extensions and Stripe sync. Normal users should not need to use the admin panel.

Tally Included Usage

Tally's AI is fully managed by LedgerHQ. Each active managed company adds $5 of included Tally usage per month, and the pool is shared across all of the firm's companies. There are no provider keys to connect and no separate AI charges.

Unused included usage is not lost: up to $3 per company rolls forward into the firm's banked credit each month, up to $250 total. In a heavier month — a big import, for example — Tally draws on banked credit automatically after the included amount is used, and the usage card shows both.

If the included amount and banked credit are both consumed, Tally pauses until the monthly reset and notifies LedgerHQ support, who will reach out with options. Completed work stays safe, and Tally resumes automatically when the new month begins. The Automation tab of the account profile shows this month's usage and the banked balance.