Feature comparison of Freelancer, Studio and Ledger plans
Feature
Freelancer $89/yr
Studio $189/yr
Ledger $329/yr
Connected accounts
1
Up to 5
Unlimited
Automatic expense categorization
Receipt capture via mobile app
Monthly profit and loss summary
Bank reconciliation
Not included
Invoicing with payment tracking
Not included
Quarterly tax estimates
Not included
Cash flow forecasting
Not included
Not included
Accountant collaboration portal
Not included
Not included
Custom rules and audit trail
Not included
Not included
Unlimited users is a Ledger thing. If more than one person needs a login, that's the plan.
03 The fine print, up front
What You're Agreeing To
Honest tradeAnnual onlyThere is no monthly option. Paying once a year keeps the price low and your books current. If that's a dealbreaker, better to know now.
Read-only accessJotly can see transactions on the accounts you connect. It cannot move money, and it never could.
Exports stay plainEverything you've entered leaves as ordinary files. Cancelling doesn't lock your records inside.
04 Billing
Billing, Answered Straight
The questions people ask before they pay, with the answers we'd want to get.
What exactly do I get charged?
One payment for the plan you pick: $89 for Freelancer, $189 for Studio or $329 for Ledger. That covers twelve months. There are no per-user fees, per-transaction fees or add-ons on top.
When does the charge happen?
When you choose a plan, and then once every twelve months on the same date. We don't charge in between.
How do I cancel?
Switch off renewal from your account settings, or email hello@jotlycreative.com and we'll do it. You keep access until the year you paid for runs out.
Can I change plans partway through the year?
Yes, you can move up when your accounts outgrow your plan. Write to hello@jotlycreative.com and we'll sort out the switch with you, so you aren't guessing at the maths.
What happens to my data if I leave?
It's yours. Export your transactions, categories and receipts as plain files at any time, before or after you cancel.
Which plan do most people need?
If you have one account and no team, Freelancer. If you have a few accounts and need reconciliation and tax estimates, Studio. Ledger is for unlimited accounts, shared logins and forecasting.
05 Your move
Pick One and Be Done by Lunch
Connect a bank, correct the first batch, and the rest of the month sorts itself. Annual plans start at $89.