This is the orientation page for anything to do with money, limits, and getting help: small enough to keep on screen, deep enough to point you to the right next step.
How plans work
Each Stateable plan sets two things: how many statements you can upload per month, and which features your team can use. Your plan belongs to your whole organization (not to individual people), so everyone on your team shares the same limits and features.
You'll see your current plan, your monthly usage, and a usage meter on the Billing page. Full reference: Understand your plan, limits, and features.
Your trial
New organizations start on a 14-day free trial of the plan you picked at signup. During the trial:
You have the full feature set of your chosen plan.
You're capped at the monthly statement count for that plan — the same cap a paying customer on the same plan has.
A banner at the top of the app shows days remaining and current usage.
What happens when the trial ends? Two paths, depending on whether you've added a payment method. Full breakdown: What happens at the end of your trial.
Changing your plan
You can upgrade, downgrade, or cancel from the Billing page. Plan changes take effect right away: an upgrade gives you the extra room immediately, and you're only charged for the days left in your billing period. See Change or cancel your plan.
Hitting your monthly upload cap
The trial banner turns red when you're getting close to the cap. If you hit it, new uploads show a clear message that tells you exactly what to do — upgrade, wait for the next billing period, or contact Support. Nothing you've already uploaded is lost; you just can't add more until you make room.
Getting help
Two paths, depending on urgency:
Browse this help center. Search the top-of-page search bar; most common questions are answered in an article. If you got here via the in-app help icon, the result is the same — Stateable's Help Center is open to everyone.
Open a support ticket. When something is actually wrong, click the Support button in the app. We track tickets in Intercom; you'll get an email when we reply. See [How to reach Stateable Support](contacting-stateable-support).
For urgent issues — a bad parse blocking a month-end close, exports failing right before a deadline — say so in your first message. We work on the most pressing problems first, not in the order they come in.
Where billing data lives
Every payment is handled by Stripe. Card numbers, charges, and invoices live in Stripe's secure portal, which we link to from the Billing page. We never see or keep your full card number on Stateable's side.
Key terms
Term | Meaning |
Trial | 14-day free period at signup. Full feature set; capped at your plan's monthly upload count. |
Statement cap | How many statements you can upload per calendar month on your plan. |
Proration | The partial-period charge or credit applied when you change plans mid-cycle. |
Billing portal | Stripe-hosted page where invoices, cards, and subscription details live. |
Support ticket | A conversation tracked in Intercom. Opened from the in-app Support button or by emailing [email protected]. |
Common questions
What happens at the end of my trial?
When your trial ends, what happens depends on whether you've added a card: if you have, you move onto the paid plan automatically. If you haven't, your account is paused — everything you've uploaded stays put, but you can't upload more until you subscribe. Details: What happens at the end of your trial.
Can I change plans whenever I want?
Yes, you can change plans whenever you want. Upgrade or downgrade from the Billing page; charges prorate immediately.
What if I hit my monthly upload cap?
If you hit your monthly upload cap, new uploads return an error explaining the cap. Upgrade, wait for the next billing period, or contact Support.
Does Stateable store my credit card?
No, Stateable does not store your credit card. All payment data lives in Stripe. The Billing page links to Stripe's hosted portal.
How do I cancel?
To cancel, open the Stripe portal from the Billing page and cancel there. Your data isn't deleted — see Change or cancel your plan.
Get help
Still need a hand? Start a conversation from the Support button in the app, or email [email protected]. We reply within one business day for most tickets.
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Last reviewed: 2026-05-27