Upgrading Your Plan

Upgrading your plan unlocks more features and higher limits immediately after payment confirmation — there’s no waiting period.

Tip

See it in action: the Getting Started & Upgrading video tutorial shows the full upgrade flow including M-Pesa payment.

How to Upgrade

1. Go to Settings → Billing

   Click Settings in the sidebar, then select Billing.

2. Find the plan you want

   You’ll see your current plan highlighted, with other plans showing an “Upgrade” button.

3. Click “Upgrade”

   A confirmation dialog appears showing exactly what you’ll gain with the new plan and the price.

4. Enter your M-Pesa phone number

   Enter the phone number registered with M-Pesa. Accepted formats: 0712345678, +254712345678, or 254712345678.

5. Approve the payment on your phone

   You’ll receive an STK Push prompt on your phone from LedgerBuk. Enter your M-Pesa PIN to complete the payment.

6. Your plan upgrades instantly

   Once payment is confirmed, your plan badge in the sidebar updates right away, and all new features are unlocked.

Tip

After upgrading, try visiting reports you couldn’t access before — like Trial Balance or Balance Sheet. They’ll be ready with your existing data.

What Changes Immediately

When you upgrade:

• New features unlock instantly — reports, AI scans, CSV export, and other gated features become available
• Higher limits take effect — team member slots, transaction limits, and AI scan quotas increase
• Your sidebar badge updates — the plan badge changes from “Free” to “Pro” (or your new plan)
• No data is lost — all your existing entries, accounts, and settings stay exactly as they are

Available Upgrade Paths

From	To	Price	What You Gain
Starter	Pro	KES 1,500/mo	5 team members, unlimited entries, Trial Balance, Balance Sheet, Activity reports, COA editing, more AI scans, CSV export
Starter	Enterprise	KES 4,000/mo	Everything in Pro, plus unlimited everything, AI bank reconciliation, KRA eTIMS, PDF export, dedicated support
Pro	Enterprise	KES 4,000/mo	Unlimited team members, AI bank reconciliation, KRA eTIMS, PDF export, advanced invoicing, dedicated support

Caution

Only the organization owner can upgrade the plan. If you’re an admin or member, ask your owner to make the change.

Frequently Asked Questions

Is the upgrade prorated?

No. Upgrades charge the full price and start a new 30-day billing period from the payment date. This is by design — it keeps billing simple and predictable.

Can I upgrade and then downgrade?

Yes. You can upgrade at any time and schedule a downgrade later. See Billing & Downgrades for details on how downgrades work.

What if the M-Pesa prompt doesn’t arrive?

LedgerBuk checks the payment status automatically after about 30 seconds. If the request timed out or your phone was unreachable, you’ll see a message and can try again.

What if I upgraded by mistake?

Contact support. Since upgrades take immediate effect, a downgrade can be scheduled to take effect at the end of your billing period. See Billing & Downgrades.

What happens if my subscription expires?

If you don’t renew before the billing period ends, there’s a 7-day grace period. See Subscription Expiry & Renewal for the full timeline.