This guide will describe everything you need to know about subscriptions in the Synder app so that there is nothing unexpected and everything goes smoothly as you make informed decisions.
Overview:
Trial period
Every new user has 10 free trial syncs to test the app, a welcoming drink to a resort of automated bookkeeping, and no credit card or other payment information is required. The trial period for Synder has no time limits: as long as you have free syncs on your account, you can test them on any payment platform or at all of them simultaneously.
Important notes:
- You will see your 10 latest transactions from a payment platform automatically. If you wish to sync other transactions on a trial, you can wait for Synder to import live data from your payment platform within the next few hours/days and synchronize them to check the results in your books.
- Rollback – the feature you might need during testing – does not reinstate the number of syncs on your balance, it simply deletes whatever Synder created in your books.
- Synchronizing historical data is only available for subscribed users, you will not be able to do that on a trial.
Available subscription plans
The subscription plans are based on the number of transactions that need to be synced to your organization monthly. Each sales transaction, expense transaction (for PayPal users) or each payout on the payment processor side is considered to be one credit (sync) within the app.
There are two types of subscriptions: monthly and yearly based on the time of billing. Make sure you switch the tab to choose the billing option you prefer:
- On a Monthly option, you are billed at the beginning of each subscription month (starting from the day you subscribe), and each billing month the number of credits per the chosen plan is updated.
- The Yearly plan charges you for the whole year at once, but as compared to the total amount you would pay on a monthly basis the yearly option is 20% discounted. The sync balance on the yearly plan is also updated on your account on a monthly basis.
Important note: if at the end of the month you have some sync credits remaining on the balance, they will not be transferred to the next month, but will expire once the billing period ends.
Please keep in mind that if you need to synchronize your transactions to a single accounting company, you will need to purchase only one subscription. If you wish to have several organizations within Synder (read more about the Organizations structure), you would need to buy a separate subscription for each connected accounting system (e.g. you would need to purchase two subscriptions if you want to connect two different QuickBooks companies to one Synder account).
Currently, the following subscription plans are available:
| Monthly Plans | Yearly Plans |
|---|---|
| Small Monthly — 100 syncs (credits) per month — 1 organization — 1 accounting company — unlimited payment platforms – $ 19,99 billed monthly – 3 months go-back limit – No additional users included – No categorization rules | Small Yearly — 100 syncs (credits) per month — 1 organization — 1 accounting company — unlimited payment platforms – $191.88 billed annually ($15.99/mo) – 3 months go-back limit – No additional users included – No categorization rules |
| Medium monthly – 1000 syncs (credits) per month – 1 organization — 1 accounting company – Unlimited payment platforms – Additional syncs option* – 2 additional users included – $ 39,99 billed monthly – Unlimited historical data access – Up to 10 categorization rules | Medium yearly – 1000 syncs (credits) per month – 1 organization — 1 accounting company – Unlimited payment platforms – Additional syncs option* – 2 additional users included – $383.88 billed annually ($31.99/mo) – Unlimited historical data access – Up to 10 categorization rules |
| Large monthly – 5000 syncs (credits) per month – 1 organization — 1 accounting company – Unlimited payment platforms – Additional syncs option* – 5 additional users included – $ 199,99 billed monthly – Unlimited historical data access – Unlimited categorization rule | Large yearly – 5000 syncs (credits) per month – 1 organization — 1 accounting company – Unlimited payment platforms – Additional syncs option* – 5 additional users included – $1919.88 billed annually ($159.99/mo) – Unlimited historical data access – Unlimited categorization rule |
*Additional syncs – this option allows you to buy sync credits with no expiration date in addition to the number of syncs within a certain plan. Important things to know about additional syncs:
- Additional syncs are purchased within one specific organization: if you bought these credits for Organization A, you will not be able to use them for the other connected organizations.
- Additional syncs will not expire at the end of the billing month and will remain on the balance of the organization you purchased them for until they are used.
- Synder starts using additional credits for syncing your transactions only once you hit the regular plan’s sync limit.
- You can buy the minimal amount of 500 syncs.
- Additional syncs will be available only if you have an active Medium or Large subscription on a certain organization within Synder.
Subscriptions for accountants
Synder requires a separate subscription plan for each organization created, read more about Organizations management. Usually this is the case for bookkeeping and accounting firms that use Synder as a solution for multiple clients (connecting several accounting platforms each of them rests in a separate organization).
Having several organizations users can:
- invite business owners (clients) to establish a recurring subscription for the organization and bear the cost (each organization has 2 users included by default)
- subscribe themselves taking the subscription costs of all the clients.
The subscription plans described above apply to every Synder user.
Additional services: Receive Payments and Additional Users features
Receive Payments subscriptions
This feature allows Synder to send open QuickBooks invoices to your customers with a credit card payment option, automatically accounting for those payments in your books and closing outstanding invoices.
This subscription is only available as an addition to one of the basic plans listed in the Available subscription plans section.
There are two types of Receive Payments subscriptions: monthly and yearly based on the time of billing. Make sure you switch the tab to choose the billing option you prefer:
- On a Monthly option, you are billed at the beginning of each subscription month (starting from the day you subscribe).
- The Yearly plan charges you for the whole year at once but as compared to the total amount you would pay on a monthly basis the yearly option is 20% discounted.
| Monthly Plan | Yearly Plan |
|---|---|
| – No hidden fees – Unlimited access – Stripe/Square payment platform – $ 19,99 billed monthly – Unlimited Invoices and payment links – One-time and recurring options | – No hidden fees – Unlimited access – Stripe/Square payment platform – $191.88 billed annually ($15.99/mo) – Unlimited Invoices and payment links – One-time and recurring options |
Additional Users subscriptions
If you want your colleagues or employees to help you manage the sync process within the Synder app, you can invite one or several additional users in the organization’s Settings, purchasing a special Additional User subscription for each of them.
As on any other plan within Synder, there are two billing options for the Additional Users subscription: monthly and yearly. Make sure you switch the tab to choose the billing option you prefer:
- On a Monthly option, you are billed at the beginning of each subscription month (starting from the day you subscribe).
- The Yearly plan charges you for the whole year at once but as compared to the total amount you would pay on a monthly basis the yearly option is 20% discounted.
Refund policy
As a trial period is available with full sync functionality and no credit cAs a trial period is available with full synchronization functionality and no credit card information is required, any user can test the app and make an informed decision or contact support team in case of questions. Please note that all subscriptions and payments are final and non-refundable. With any additional questions please contact our support – support@cloudbusinesshq.com.
FAQ
1. Can I use one subscription for all of my connected businesses/clients?
If you would like to change the subscription card, click Change Card No, you need to purchase a separate subscription for each connected organization – QuickBooks or Xero company. One subscription only covers one particular organization you purchased it for. The same is applicable to purchasing additional credits.
2. How can I change my payment method (payment card)?
If you would like to change the subscription card, click the Change Card option on the currently active plan and enter the new payment method details.
If you want to go from card to PayPal or vice versa please unsubscribe, wait for the billing period to finish, and subscribe again with a new payment method.
3. Can I subscribe/unsubscribe at any time?
Yes, absolutely. After unsubscribing, you will be able to use Synder for the remaining days of your billing period. However note, once your subscription is over Synder will delete the syncs history and settings from your account.
4. What if I subscribe to the plan, but want to upgrade/downgrade afterward?
You can upgrade/downgrade your plan at any time. We recommend doing this once you run out of syncs, as the new plan will override the remaining syncs of the previous one.
5. If I roll back all syncs, will the credits go back to my balance?
No, rollback will not reinstate the number of credits (syncs) on the monthly/yearly plan.
6. Will remaining syncs be transferred to next month’s balance?
No, your syncs per plan won’t be transferred to the next month, they will expire at the end of the billing period. Only additionally purchased credits have no expiration time and will remain available until they are used.
7. How can the subscription be transferred to another user?
Please contact our support with the official request to our support@cloudbusinesshq.com mail to transfer the subscription from the Synder user with “email1” to the Synder user “email2”, the rest will be done on our end.
8. What if I run out of syncs in the middle of the month?
The app will stop syncing and notify you via email about the termination of sync. Once you have any credits available again, the sync process will be resumed and you will be able to sync all of the missed transactions.
9. What if my billing period ends and I am not subscribed to any plan?
If you wish to reinstate your subscription, you will have 24 hours after the end of your billing period to subscribe to Synder again, otherwise the app will delete the sync history and settings from your Synder account for the organization which has no subscription.
10. How do I choose a plan for my organization?
You need to find out how many sales transactions, expense transactions (for PayPal users) and payouts you have monthly in your payment/eCommerce platform(s), and choose the plan that covers that number. The app considers each transaction to be one sync and takes one credit from your balance to sync it.
