ExpenseBot

I signed up as a Freelancer or Business user — how do I invite teammates now?

You can upgrade to Teams any time from Settings — no need to reset your account or start over.

You can upgrade to Teams any time from Settings — no need to reset your account or start over.

Teams is a multi-user plan with a minimum of 2 paid seats. Your Team Admin access is included free on top — you never use a seat on yourself. So the smallest Teams plan is you (free admin) + 2 paid seats to assign to teammates = 3 people total using ExpenseBot. Seats are only for teammates who actually submit expenses.

Go to Settings and look for the blue-bordered "Invite your team to ExpenseBot" card, then click Upgrade to Teams. A modal opens where you pick your seat count (starts at 2, goes up to 200) and billing interval (monthly or annual, $10/seat/month or $100/seat/year).

If you're already on a paid Freelancer or Business plan, the upgrade modal shows a yellow "Heads up" notice confirming your current subscription will cancel at the end of the billing period and your Teams plan starts immediately — no double-billing. After checkout, License Manager appears in your sidebar so you can invite teammates by email, assign seats, and sync G/L accounts and tags across everyone. Accountants who upgrade keep their accountant view and get a three-way toggle (Accounting / Team / Expenses) to move between client books, team licenses, and their own expenses.

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