Monograph

The Track plan is no longer available for purchase and is only available to existing Track subscribers.

Read below to learn more about the differences between the Track and Grow plans.

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To make changes to your subscription, navigate to your Settings and click on Subscription.

To upgrade from Track to Grow, click on Billing Details and then Update Subscription.

👋 For further assistance, please reach out to our Support team via email or the in-app messenger.

Select the best plan for your firm's needs

Track vs. Grow Plans

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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	Track	Grow
⭐ Get Insights	Time Log (Single-project view only)	Unlimited Projects Time Log Profit Driver Reporting Planned Profit Forecasting Team Workload Forecasting Team Distribution Reporting Team Breakdown Reporting Staff Assignment Reporting
⭐ Get Organized	Project Budget Project Details Client Directory Staff Compensation Tracking Team Directory Project Archive Timesheet Auditing Role Management	Project Budget Project Details Client Directory Staff Compensation Tracking Team Directory Project Archive Timesheet Auditing Role Management Project Templates Forecasted Project Financials Payroll Exports Access to Pipeline add-on
⭐ Get Paid	Adjust Historical Billable Rates Hourly, not to exceed, or lump sum billing Phase-based Consultant Tracking Phase-based Time Tracking Phase-based Timer Project Activity Tracking Expense Tracking Invoice Tracking Credit and Debit Payments Quickbooks Online Integration	Adjust Historical Billable Rates Hourly, not to exceed, or lump sum billing Phase-based Consultant Tracking Phased-based Time Tracking Phase-based Timer Project Activity Tracking Expense Tracking Invoice Tracking Credit and Debit Payments Quickbooks Online Integration Forecast Future Billable Rates
⭐ Support and Training	Free Online Learning Center Access to Support via Email	Free Online Learning Center Priority Email Support Access to Onboarding + Implementation Training (for firms with 5+ users) Access to Support via in-app Messenger

Track vs. Grow Plans

Features for Track vs. Grow

Track

Grow

⭐ Get Insights

⭐ Get Organized

⭐ Get Paid

⭐ Support and Training

Making Changes to Your Subscription