> For the complete documentation index, see [llms.txt](https://gnosisbusiness.gitbook.io/quick-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://gnosisbusiness.gitbook.io/quick-guide/getting-started/starter-payouts-only-plan/faqs.md).

# FAQs

#### <i class="fa-box">:box:</i> Plan Basics

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<summary><strong>What features are included in the Starter Plan?</strong></summary>

The Starter Plan includes essential features such as wallet balances, portfolio overview, core transfers and payouts, payment history view and export, invoices, address book for contacts, and organisation settings.

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<summary><strong>What premium features require an upgrade?</strong></summary>

Premium features include advanced dashboard analytics (recent transactions, P\&L), Chart of Accounts, Financial Transactions (tags, historical sync), integrations with Xero & Quickbooks,  detailed wallet views, and cost basis tracking with gain/loss details display.

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#### <i class="fa-arrow-up-arrow-down">:arrow-up-arrow-down:</i> Upgrades & Trials

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<summary><strong>Can I try premium features before upgrading?</strong></summary>

Yes, each organization can request one 30-day trial of premium features to explore the additional capabilities.

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<summary><strong>How long is the premium feature trial period?</strong></summary>

The premium feature trial period lasts for 30 days. After this period, your account will be downgraded back to the Starter plan

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<summary><strong>What happens if I downgrade from Business to Starter?</strong></summary>

Switching to Starter means Business features will be turned off. Your information isn’t lost — it’s securely stored. If you decide to upgrade again, all your previous data and settings will come back automatically, so you can continue without interruption.

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<summary><strong>Can I upgrade to the full Business plan during the trial?</strong></summary>

Yes, while you are in the free trial, you can request to upgrade to the full Business plan to access all its features.

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<summary><strong>How do I upgrade to the Business plan?</strong></summary>

Simply go to **Settings → Plans**, select **Business Plan**, and click **Buy Plan**. After sharing your contact details, our **Gnosis Business team will personally reach out** to guide you through activation and ensure a smooth transition.

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#### <i class="fa-credit-card">:credit-card:</i> Billing & Payments

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<summary><strong>How am I billed on Starter vs Business</strong></summary>

The **Starter plan is free** with limited features. The **Business plan is paid** and unlocks advanced tools, integrations, and reporting capabilities.

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<summary><strong>Can I get a refund if I downgrade?</strong></summary>

Refunds depend on your billing cycle and agreement. The Gnosis team will guide you through options if you downgrade before the end of a cycle.

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#### <i class="fa-key">:key:</i> Access and Integrations

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<summary><strong>Will my team members lose access when we downgrade?</strong></summary>

No, they keep Starter features but lose Business-only tools

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<summary><strong>Do integrations stop working on Starter?</strong></summary>

Yes — accounting integrations like Xero and QuickBooks are gated to Business.

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<summary><strong>How can I get support if I have questions about upgrading?</strong></summary>

You can contact the Gnosis business team via the support channels provided in your account or documentation for personalized assistance.

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