Moving from Free to Pro, or Pro to Business, unlocks more invoices, collaboration, and Business HQ panels. FilePile prorates charges when you upgrade mid-cycle and keeps your sorted archive intact.
What this guide covers
Choosing a target plan, completing checkout, and what changes immediately after upgrade.
Before you begin
- Owner billing access.
- Review /pricing and Plans and billing overview.
Step-by-step: start an upgrade
- Log in and open My plan & services (/account/subscription).
- Click Change plan or Upgrade.
- Select Pro or Business.
- Read prorated charge and next renewal date on the confirmation screen.
Step-by-step: confirm payment
- Apply Account credit if you want a discount.
- Pay with saved card or PayPal.
- Wait for the success screen; your plan pill on Dashboard updates within seconds.
- Refresh Business HQ to see newly unlocked panels.
What unlocks by tier
- Pro: AI assistant, ZIP exports, multiple profiles, Email Invoice Inbox, Spend Budgets, recurring gap emails, Accounting Export Hub.
- Business: everything in Pro plus approval workflows, bank reconciliation, Tax estimates, executive P&L, bulk ZIP, billing verification.
Step-by-step: downgrade or cancel
- Return to My plan & services.
- Choose a lower plan or Cancel renewal.
- Paid features remain until the current period ends.
- Export ZIPs before downgrade if you lose bulk download access.
What you should see
- New stat tiles or cards on Dashboard (for example Estimated tax on Business).
- Browse Download all sorted (ZIP) on Business.
- Usage bar reflecting higher monthly invoice cap.
Tips and common issues
- Upgrades are prorated; downgrades take effect next renewal unless noted at checkout.
- Team invites require a paid plan; add seats after upgrading.
- Cancelling does not delete Browse archives; exports are your responsibility.
- Questions about Business needs: contact sales through support links on /pricing.
Related guides
Tip: Upgrade before a heavy upload month so limits, ZIP exports, and AI assistant are ready on day one.
Frequently asked questions
Is data deleted on downgrade?
No. Sorted PDFs remain in Browse; some features hide until you upgrade again.
Can I upgrade mid-month?
Yes. Proration appears on the checkout screen.
Do I need a new account for Business?
No. Upgrade the same login at /account/subscription.
Scenario walkthrough
Imagine it is the 28th of the month. You log in at /login, land on Dashboard (/dashboard), and scan the stat tiles: Tracked spend, Estimated tax (if on Business), Account credit, and Open invoices for your FilePile subscription. You open the Upload tab, add any PDFs that arrived today, then switch to Processing until each row shows completed. You check Ledger for amounts and Browse for folder paths. If Business HQ (/account/business) applies to your plan, you open the relevant panel next. Finally you visit /docs if you need a deeper guide.
Glossary (FilePile terms)
- Dashboard: main workspace at /dashboard with Upload, Processing, Ledger, Tasks, Browse tabs.
- Business HQ: owner tools at /account/business including Payment Command Center, Email Invoice Inbox, Spend Budgets, Approval Workflows, Bank Reconciliation, Tax estimates, Executive P&L, and Accounting export/import.
- Profile: separate business archive under one login; see /account/profiles.
- Ledger: searchable table of processed vendor invoices.
- Tasks: review queue for missing fields or billing mismatches.
Keyboard and navigation habits
Use the left sidebar consistently: Dashboard for daily PDF work, Business HQ for payables and reporting, Reminders at /account/reminders for email preferences, Help center at /docs for articles like this one. The Invoice workspace never uses a tab named Process; uploads always start on Upload.
When to contact support
Contact support if a valid PDF fails after three retries on Processing, if team invites never arrive, if billing charges look incorrect on /account/invoices, or if Business HQ panels stay locked after a confirmed upgrade. Include your account email, active profile name, and screenshot of the error row.
Record-keeping reminder
FilePile sorts and extracts PDFs you provide. It does not replace professional tax, legal, or accounting advice. Keep original vendor emails and bank records alongside your FilePile Browse archive for audit readiness.
Post-upgrade tour
After upgrading to Business, walk Business HQ panels in this order: Payment Command Center, Email Invoice Inbox, Spend Budgets, Approval Workflows, Bank Reconciliation, Tax estimates, Executive P&L, Accounting export/import.
Quick reference card
| Item | Value |
|------|-------|
| Login | /login |
| Register | /register |
| Dashboard | /dashboard |
| Business HQ | /account/business |
| Company | /account/company |
| Reminders | /account/reminders |
| Help | /docs |
| Plans | Free (25/mo), Pro, Business |
| Upload types | PDF only on Dashboard |
| Workspace tabs | Upload, Processing, Ledger, Tasks, Browse |
Keep this table handy when onboarding teammates so nobody searches for a Upload tab that does not exist.