> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myclerkbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plans compared

> Basic, Premium and the Agent add-on: every limit, side by side.

Two plans and one add-on. Both plans are billed monthly or yearly, and yearly
is ten months rather than twelve.

<CardGroup cols={2}>
  <Card title="Basic, $5 a month" icon="book">
    \$50 a year. Everything you need to keep one book properly.
  </Card>

  <Card title="Premium, $10 a month" icon="book-open">
    \$100 a year. For work that spans clients, projects and currencies.
  </Card>
</CardGroup>

## Every limit, side by side

| Limit           | Basic                        | Premium                             |
| --------------- | ---------------------------- | ----------------------------------- |
| Transactions    | 100 a month                  | Unlimited                           |
| Dashboards      | One                          | Up to 5                             |
| Groups          | 10                           | Unlimited                           |
| Document parses | 10 a day                     | 100 a day                           |
| Currencies      | Entered as-is, no conversion | 166, converted daily                |
| Widgets         | Starter library              | Full library                        |
| Insights        | Starter library              | Full library, plus a custom builder |
| Alert channels  | Email                        | Email, SMS and WhatsApp             |
| Collaboration   | Not included                 | Invite by email, with roles         |
| Trial           | None                         | 7 days free                         |

<Note>
  These figures are the same ones the
  [pricing section](https://myclerkbook.com/#pricing) shows and the same ones
  your [billing page](https://myclerkbook.com/app/settings/billing) charges
  against. If you ever find them disagreeing, the billing page is the one that
  is real, please [tell us](mailto:help@myclerkbook.com).
</Note>

## The Agent add-on

**$20 a month, or $200 a year.** Available to Basic and Premium subscribers
alike. It is an add-on rather than a third plan, so it stacks on whichever
plan you hold rather than replacing it.

<CardGroup cols={2}>
  <Card title="Conversational assistant" icon="comments">
    Ask your books a question in plain language, with document input in chat.
  </Card>

  <Card title="Web search" icon="magnifying-glass">
    Exchange rates, tax information and market context.
  </Card>

  <Card title="Creates widgets and insights" icon="wand-magic-sparkles">
    Describe what you want and it configures it. In-app only.
  </Card>

  <Card title="WhatsApp access" icon="whatsapp">
    Ask-mode and read-only. It answers questions, it does not write.
  </Card>
</CardGroup>

## Yearly billing

Every product is priced at ten months when billed yearly, two months off, an
effective saving of 16.67%. That applies to Basic, Premium and the Agent add-on
equally.

Because the interval is fixed on the product, switching between monthly and
yearly is a change of product rather than a change of setting. See
[Upgrading and downgrading](/plans-and-billing/upgrading-and-downgrading).

## Statement Import on each plan

Statement Import reads OFX, QFX and CSV files exported from your bank. It uses
no AI and consumes none of your document parse allowance.

|                   | Basic     | Premium                          |
| ----------------- | --------- | -------------------------------- |
| Statement imports | 1 a month | 1 a month per dashboard, up to 5 |

The Premium allowance is per dashboard and is not pooled between them.

<Card title="Next: trials" icon="arrow-right" href="/plans-and-billing/trials">
  How the Premium trial works and when it ends.
</Card>