Question 1

What counts as a reviewed transaction?

Accepted Answer

A row you've approved and pushed into QuickBooks. Failed pushes, duplicates QuickBooks rejects, and rows you explicitly exclude don't count toward your monthly limit.

Question 2

Is there a free trial?

Accepted Answer

Yes. The first 30 days are free, up to 500 reviewed transactions. No card required. The trial starts when you connect your first QuickBooks company, so signing up doesn't burn trial time before you're ready.

Question 3

What happens if I go over my band?

Accepted Answer

We'll prompt you to move up to the next band. There's a soft warning at 80% of your monthly limit so you have time to upgrade before any interruption.

Question 4

Can I add unlimited clients on Individual?

Accepted Answer

Yes. The Individual tier is single-user, but you can connect as many QuickBooks companies as you need. The monthly limit is total reviewed transactions across all of them.

Question 5

What's the difference between Individual and Team?

Accepted Answer

Team adds multi-user workflow with roles (admin, accountant, reviewer, viewer), an audit log of every change, and priority support. If you're the only person reviewing transactions, Individual is the right fit; if you have a team that splits review work, pick Team.

Question 6

How do I upgrade or change my band?

Accepted Answer

Email support@bridgebooks.app with the band you want and we'll move you. Self-serve checkout is on the roadmap.

Question 7

What are credit packs and how do they differ from subscriptions?

Accepted Answer

Credit packs are one-time purchases — you buy a fixed number of credits (100, 500, 2,000, or 10,000) that expire 12 months after purchase. Useful if you need to catch up on a backlog, handle a one-off annual cleanup for a client, or top off a subscription mid-month without changing bands. Pack credits stack on top of any active subscription; your monthly subscription credits are consumed first, then packs (oldest expiring first).

Question 8

How does this compare to Dext, Hubdoc, DocuClipper, or AutoEntry?

Accepted Answer

Most competitors charge per-client (Dext from $24/client/mo with a 10-client minimum, Hubdoc $12/client/mo standalone) or per-page (DocuClipper $29–$400/mo by volume tier). BridgeBooks bills per workspace, so adding clients doesn't ramp your bill — only your total monthly transaction volume does. See our side-by-side comparisons at /compare for the details.

Two tiers. Transparent bands. First month free.

Individual

Team

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