# User Plans

Finnex AI offers flexible and scalable plans designed to meet the needs of individuals, small teams, and growing businesses. Below is a breakdown of the available user plans and what each includes.

### **Starter Plan (Free Trial)**

Perfect for individual users who want to explore Finnex AI's core capabilities.

**Includes:**

* 1 Workspace
* 1 Member
* 100 Free Finnex Credits upon sign-up
* Access to Excel AI Assistant (Chat, Database, File Attachments)
* System integrations (e.g., Xero, QuickBooks) are **disabled**

**Notes:**

* Ideal for testing features and evaluating if Finnex AI suits your workflow.
* Additional credits can be purchased under **Account > Top-Up Credits**.


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### **Business Plan** *(14-Day Free Trial)*

Designed for teams and accounting professionals managing multiple clients or entities.

**Includes:**

* **14-Day Free Trial** (Full access with no credit card required)
* 1 Workspace included (additional Workspaces: USD 9.90 each/month)
* **Unlimited team member invites**
* Full access to AI features: Excel, File, Database, and Automation Guided Tasks
* Access to **Xero** and ***QuickBooks (Coming Soon)*** connectors
* Token-based usage with Finnex Credits
* Priority email support

**Best For:**

* Accountants
* Bookkeepers
* Financial analysts
* Teams working across multiple clients/entities

**Notes:**

* Additional credits can be purchased under **Account > Top-Up Credits**.


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### 💡 **How to View or Switch Plans**


1. Open the **Account** interface from the main menu.
2. Your current plan is displayed at the top of the page.
3. To upgrade or switch, click **Change Plan** or contact support at support@finnex.ai.

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**Documents**

- [Introduction](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/introduction-PQaACX6iYa)
- [System Requirements](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/system-requirements-KS1GqN2jFp)
- [Install](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/install-DZ8TSCgckG)
- [Account Management](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/account-management-s9EkSLP5CP)
- [Interfaces](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/interfaces-m7JG3TEEQp)
- [Xero Connector](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/xero-connector-3uuwmTfIiA)
- [Billing, Credits, and Usage](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/billing-credits-and-usage-SFxYPhf3zh)
- [Best Practices](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/best-practices-X3n0aDALzL)
- [User Plans](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/user-plans-B4MQMON008)
- [Uninstall](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/uninstall-u60vOWdD8i)
- [FAQ](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/faq-lFQaN9O00Z)
- [Trial Sample for Finnex AI Assistant](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/trial-sample-for-finnex-ai-assistant-LJc4Kq7jEM)