No. There is no credit card required to try out Cheqbook. At any time during or after your trial you are given the option to start a paid subscription using your credit card. Any remaining time left in your trial will be credited to your balance. We believe that managing your books should be simple, cheap, and risk-free.

*For security reasons you MUST be a verified user to Automatically Download Transactions with the bank data service provided by our partner, Yodlee.  To do so for free please:

1. make sure your user contact as well as company information is complete in Cheqbook




2. email us at help@cheqbook.com requesting verification and we will respond within 2 business days.

Alternatively, you may verify immediately with your credit card.  If you chose to verify by credit card you will be charged the first month’s subscription fee upfront, which will begin when your free trial month is over.  DURING YOUR FREE TRIAL PERIOD WE WILL GLADLY REFUND THIS FIRST MONTH if you cancel our service.  Just email help@cheqbook.com and your request will be handled promptly.  The charge is a means of verifying your identity before we can allow access to the Yodlee data service.

No. All companies come with unlimited users for sharing. A subscription is only needed to manage your own books.

No. These plan names just imply who might need this number of companies.

Yes. At any time during your trial or subscription, you can upgrade or downgrade. The difference between plans will be pro-rated to your account.

At any time during your subscription, you can cancel. Your expiration date will be the last day of that billing period which falls on the monthly anniversary of your subscription. Remaining time during that final month is not refunded.

A trial does not need to be cancelled. Your trial will automatically expire to a read-only account which you can upgrade later. If you prefer, you can delete your account and all your data.

We securely store your information for you as long as you want, and you can start up again any time.

If your client has Cheqbook they can grant you access to their books, and you can use us for free. Or, you can sign up for Cheqbook and own your clients’ books (for accounting firms, we recommend our Accountant package).

We have larger plans available to match your needs. Contact us at help@cheqbook.com