How Firm Billing Works

Documentation Index

Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt

Use this file to discover all available pages before exploring further.

Pluvel bills your firm on a flat monthly subscription. You bill your clients separately using whatever model you prefer.

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Your firm subscription

Your firm pays Pluvel a monthly fee based on your plan:

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What’s covered

Your subscription includes:

• All Pluvel features for you and your clients
• Unlimited transactions per client
• Bank connections via Plaid
• Integrations (Stripe, Shopify, etc.)
• Document storage
• Support

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What’s not covered

Additional costs may apply for:

• State filing fees (formations, annual reports)
• Payroll processing fees
• Payment processing (Stripe/payment fees)
• Third-party integrations with their own pricing

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Billing cycle

• Monthly subscriptions bill on the same day each month
• Annual subscriptions bill once per year
• Upgrades are prorated immediately
• Downgrades take effect at next billing cycle

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Payment methods

We accept:

• Credit cards (Visa, Mastercard, American Express)
• ACH bank transfer (for annual plans)

Update your payment method in Firm Settings → Billing → Payment Method.

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Invoices

View and download invoices:

1. Go to Firm Settings → Billing → Invoices
2. See all past invoices
3. Click to download PDF

Invoices are sent to your billing email automatically.

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Failed payments

If a payment fails:

1. We retry automatically after 3 days
2. You receive an email notification
3. Update your payment method if needed
4. After 3 failed attempts, account access is restricted

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Cancellation

To cancel your firm subscription:

1. Go to Firm Settings → Billing → Cancel Plan
2. Choose cancellation reason
3. Confirm cancellation

After cancellation:

• Access continues until end of billing period
• You can export all client data
• Client access ends when your subscription ends

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Billing your clients

Pluvel doesn’t require you to use any specific billing model for your clients. Common approaches:

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Collecting payments

Options for collecting from clients: External billing:

• Use your own invoicing software
• Bill clients directly
• Pluvel isn’t involved in client payments

Through Pluvel:

• Set up client billing in Pluvel
• We charge clients and pay you
• See Client Billing

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Support

For billing questions:

• Email: billing@pluvel.com
• In-app: Help → Billing Support
• Account issues resolved within 1 business day