Understand the different plans and find the one right for your company. Plans range from Free to Premium.
What are the plans and monthly fees for Fintech?
There are 4 plans: Free, Lite, Pro, and Premium.
- The Free plan includes recent invoice history, recent payment activity, up to 10 locations, and an unlimited number of vendor relationships. This plan is limited to 2 users on the Fintech Portal and viewing 10 days of payment activity.
- Higher tier plans include features such as viewing and downloading invoices, detailed line-item information, non-alcoholic invoice processing, invoice editing, more vendor relationships, and longer invoice and payment activity history.
The monthly fee for using PaymentSource depends on your subscription level, and subscription fees will vary based on promotions and discounts. View plan features and fee schedules in Settings > Plans and Billing.
⚠️ Accounts with a Premium subscription do not have access to Settings > Plans and Billing. For all other account types, only Admins and Super Admins have access to this page. To learn about user roles, click here: User Roles.
How long can I use the free version?
There is no limit on using the Free plan for registered users.
New registrants can try higher tier plans free for 60 days. Existing clients on Auto-Pay can try a 30-day free trial of the Pro plan.
How do I downgrade or change my plan?
To review current options or upgrade:
- Go to Settings > Plan or click here to be redirected to the Plans and Billing page. For additional security, you’ll be asked to verify your email and follow further verification steps.
⚠️ This email will expire after 24 hours. Once expired, you will need to return to the portal and repeat the verification process. If you do not receive a verification email, check your spam box or contact our Sales Team.
- Review the options and select the plan that best fits your company. Need advice? Click Get Contacts or call our Sales team at 1-813-288-1980 from 8am to 5pm EST, Monday – Friday.
- Select a bank account if you have more than one payment method, then click Complete Upgrade. Access to the upgraded plan begins immediately. The new billing cycle for the upgrade begins on the 1st of the following month.
If you wish to downgrade, please contact Client Support. Be sure to include your name, your company’s Fintech Customer Number (located in the upper right-hand corner of the screen), and a brief description of your request. A member of the team will contact you about changing your plan.
Where can I review my subscription payments?
View payment records in the Billing Activity tab within Settings > Plans and Billing. Invoices listed will include plan charges, subscription fees, credits, reversals, and more. The weekly operational emails you receive will detail when billing invoices are available for review.
⚠️ Only Admins and Super Admins have access to this page. Learn more here: User Roles.
Invoices are organized by month, with the current month expanded to show the most recent charges to your account:
If you have multiple accounts under one company, a Company Name column will be present before the Invoice # column. At the end of a row, click Download to save a copy of the invoice to your computer as a PDF or CSV.
How do I cancel my subscription and account?
To cancel your subscription or account, you will need to contact Client Services at cas@fintech.com. Be sure to include your name, your company’s Fintech Customer Number (located in the upper right-hand corner of the screen), and a brief description of your request.