We resample the total count of nominal ledger entries every 3 days for each managed profile over a rolling 12 month period to determine the size of the account (e.g. XS, S, M, L or XL). You can find out more on how account size is calculated here

Each day we total up the number of profiles falling into each of the different size categories (e.g. XS, S, M, L or XL) and apply a daily fee to the account, you can see these daily totals accumulate in your billing area. At the end of the month we make a Direct Debit collection for the sum of the daily charges. You can also choose to pay by debit/credit card if you prefer.

If you detach a profile from your account and it has no other team members, it will remain dormant for a period of time and will then later be scheduled for deletion. If there are other team members listed on the account then it may require one of these team members to acquire a separate subscription to continue using the account, this will be determined by the account size.

If you would like to setup an automated bank feed for any of your managed profiles, you can append a bank feed subscription to any profile and then instruct your client to complete the setup. The bank feed subscription is £15 + vat per year which is split over 12 months and included on your monthly usage invoice.