Answers to the things people ask most. If yours isn't here, email us — a real person reads every message.
41 answers
BrassWell is a finance app built for freelancers. It helps you track income, send invoices, estimate your taxes, and budget around the ups and downs of freelance income — without assuming a steady paycheck the way most finance apps do.
Those tools are built for traditional businesses with steady, predictable income. BrassWell is built specifically for freelancers with variable income — it's simpler by design, focused on the things freelancers actually need (income tracking, invoicing, tax estimates, budgeting), without the accounting complexity you don't.
Yes — 14 days, and no credit card to start it. Nothing can be charged by accident because we never took a card.
The trial gives you the Core feature set: income and expense tracking, invoicing, receipt scanning, tax estimates, goals, and the app lock. Pro-only extras aren't included, so nothing you get used to disappears when you pick Core at the end.
Worth knowing upfront: there's no permanently free version. When the trial ends you choose Core or Pro, or the account locks. Your data stays downloadable either way.
Yes — your data is securely synced to the cloud, so you can log in on another device and everything's there. Just sign in with the same account.
Not yet — you'll need a connection to add or view anything. You can install it to your home screen so it opens like an app, but the data still lives in the cloud rather than on the device.
The upside of that trade is the multi-device story: sign in anywhere and everything is already there, with nothing to sync or merge by hand.
Everything is in US dollars at the moment, and there's no way to change that in the app.
The tax side is the bigger constraint: the estimates are built around US self-employment tax and quarterly federal payments, so BrassWell is genuinely a US-focused tool right now rather than a US-default one.
You can still use the income, expense and invoicing side from anywhere if dollars work for you — plenty of freelancers bill US clients. It just won't do your local tax.
BrassWell has two plans. Core is $19.99/month or $149/year, and Pro is $29.99/month or $249/year — annual saves you a good chunk either way.
Every new account starts with a 14-day free trial of Core, and we don't ask for a card to begin it. There's no permanently free version though: once the trial ends you'll need a plan to keep using the app.
Two plans, and the difference is mostly invoicing volume and what happens to your receipt photos.
Core — $19.99/month or $149/year. Income and expense tracking, AI receipt scanning, goals and the Financial Freedom plan, tax estimates and CPA exports, invoices with print-ready PDFs (5 a month), and Face ID / PIN app lock.
Pro — $29.99/month or $249/year. Everything in Core, plus unlimited invoices, accepting payments on invoices, time tracking that bills itself onto an invoice, an audit-proof mileage log, quarterly statements by email, and receipt photo storage kept for as long as you subscribe.
Annual works out cheaper on either. You can move between them whenever you like.
The trial is 14 days of Core, not Pro — full income and expense tracking, AI receipt scanning, invoicing, tax estimates and CPA exports. Pro-only extras like unlimited invoices and receipt photo storage aren't included.
No card is taken to start it, so nothing can charge you automatically when it ends. What does happen is that BrassWell needs a plan to keep working — there's no free version. If you don't pick one the account locks, but nothing is deleted: you can download everything you've entered as a single file, and it stays available for 30 days.
You won't be charged — we never took a card, so nothing can bill you automatically.
BrassWell doesn't have a free tier, so to keep using the app you'll choose Core or Pro on the way in. If you don't, the account locks. Nothing is deleted at that point: you can still download everything you've entered as a single file from that screen, and it stays available for 30 days.
Since the trial runs on the Core feature set, picking Core keeps things exactly as they've been. We'll email you a couple of reminders before it ends, so it won't be a surprise.
No — if you're already subscribed, you keep the price you signed up at. Price updates only apply to new subscriptions.
There is one, but it isn't a public plan — it's a founding-member arrangement, offered only to early accounts, and it's priced on request rather than listed.
If you're seeing the "Lifetime — founding members" card in the app, you're eligible. Reply to this email and tell us a bit about how you're using BrassWell, and we'll talk it through.
We don't quote a figure up front, because it's a one-off arrangement rather than a price on a page.
Yes — within 14 days of a charge, no questions asked. Email support@brasswell.app and we'll take care of it.
If you subscribed here on the web, we can refund you directly and usually do it the same working day. If you subscribed through the App Store, Apple handles those refunds rather than us and we can't process them on our end — tell us anyway and we'll point you at Apple's form and help you word the request.
Worth knowing the difference: cancelling stops the next renewal, a refund returns money you've already paid. You can do either.
Settings → Plan → Cancel subscription. No phone call, and nobody will try to talk you out of it.
If you subscribed here on the web, that's the whole thing — we handle the billing ourselves, so it takes effect straight away and you'll get a confirmation by email. If you subscribed through the App Store, Apple owns that subscription rather than us, so the button hands you to their billing page to confirm.
Either way, cancelling stops the next renewal — it doesn't cut you off. You keep everything through to the end of the period you've already paid for. After that the account locks, since there's no free version to fall back on, and your data stays downloadable for 30 days.
Settings → Connect a bank, then pick your institution and sign in. Bank import is a Pro feature, and it currently covers US banks and credit unions.
The sign-in itself happens inside Plaid, not inside BrassWell — you type your bank credentials into their window, never into ours. Once it is linked, your transactions start flowing in and you can categorise them like anything else.
If your bank asks for a code or a second factor, that happens in the same window. Some banks re-ask every few months; that is their rule, not ours.
No, and we could not if we wanted to. Bank connections go through Plaid, and the sign-in screen belongs to them — your credentials go from you to Plaid to your bank, and never touch BrassWell.
What we receive back is a token that lets us read transactions. Not your login, and not the ability to sign in as you.
Plaid publishes how this works at plaid.com/how-it-works-for-consumers, and you can see and revoke every connection you have made through them — with any app, not just ours — at my.plaid.com.
Transactions, and nothing else. That is the only permission we ask Plaid for.
So: dates, amounts, descriptions and the account they came from — the same things you would see on a statement. We use them to fill in your income and expenses so you are not typing them.
What we cannot do is move money. There is no payment permission on the connection, so no transfer can be initiated from BrassWell, by us or by anyone who got into your account.
Most US banks and credit unions — the coverage comes from Plaid, who connect to thousands of institutions. You will see a search box when you go to connect one.
If yours is not there, you are not stuck. Everything in BrassWell works without a bank connection: add entries by hand, import a CSV from your bank, or photograph a receipt and let the scanner read it. Plenty of people use it that way by choice.
Bank import is US-only at the moment, in line with the rest of the tax side of the app.
Usually your bank, not us. Banks expire these connections on their own schedule — often every 90 days, and always after you change your password or your bank changes its login screen.
Go to Settings → Connect a bank and reconnect the same institution. Your existing transactions stay exactly where they are; reconnecting just resumes the flow of new ones.
If it disconnects again straight away, email support@brasswell.app and tell us which bank. That pattern usually means something changed at their end and Plaid needs to know about it.
Settings → the connection → Remove. It takes effect immediately.
This is a real disconnection, not just hiding it: we tell Plaid to sever the link and we delete the access token we were holding. Nothing can read your account afterwards.
Transactions already imported stay in your books, because by then they are your income and expense records rather than a live feed. Delete any of them individually if you would rather they were gone.
Deleting your BrassWell account disconnects every linked bank as part of the same process — you do not have to remember to do this first.
No. It is one of four ways to get numbers in, and the other three need no bank at all: type an entry in, import a CSV, or photograph a receipt and let the AI scanner pull out the amount and category.
Receipt scanning is included in Core, so you do not need the higher plan to avoid typing.
Bank import is there for people who want the feed to fill itself in. It is genuinely optional, and a lot of freelancers prefer entering things deliberately — it keeps you closer to your own numbers.
No — bank and card auto-import is a Pro feature. Core covers manual entry, CSV import and AI receipt scanning, which is enough for most people.
The 14-day free trial runs on the Core feature set, so bank import is not part of the trial either. That is deliberate: we would rather not show you something during the trial that disappears when you pick Core.
You can move from Core to Pro whenever you like in Settings → Plan.
Three ways, and you can mix them freely: add an entry by hand, import a CSV, or snap a photo of a receipt and let the AI scanner pull the amount and category out of it.
Receipt scanning is the one most people end up living on — it's in Core, not just Pro.
Yep — you can attach a receipt photo to an expense, and they're stored privately and securely.
Yes — each expense can be marked deductible and categorised, so your deductions are tallied as you go rather than reconstructed in a panic at tax time. It feeds straight into the tax estimate and the CPA export.
Works however you added the expense: by hand, from a CSV, or from a scanned receipt.
That's exactly what it's built for. Log income from any source — clients, platforms, tips, cash — by date, source, category and amount.
Most finance apps assume one steady paycheck. BrassWell assumes the opposite: irregular, lumpy, from several places at once, which is what freelance income actually looks like.
Instead of assuming a fixed monthly paycheck, BrassWell splits your income into buckets — needs, wants, savings, investments, and taxes — by percentages you control, so budgeting flexes with whatever you actually earn that month.
Head to Invoices, create a new one, add your client and line items (with quantities and rates), set any tax or discount and a due date, then send it. You can track each invoice as draft, sent, or paid, and a paid invoice can flow straight into your income.
They pay you directly — money never passes through BrassWell.
In Settings you can add payment details in your own words (bank transfer instructions, terms, whatever you use) and a payment link, such as your PayPal, Stripe or other checkout URL. Both then appear on every invoice: the link becomes a "Pay this invoice" button, and the address is spelled out underneath so it still works on a printed copy.
So BrassWell produces the invoice and tracks whether it's draft, sent or paid. The payment itself is between you and your client, on whatever service you already use.
Yes — BrassWell keeps a client list with names, emails, and addresses, so you're not retyping them on every invoice.
BrassWell estimates what to set aside based on your income and an adjustable tax-rate estimate, and it can earmark a percentage of income into a taxes bucket so the money's ready when taxes are due. It's here to help you plan and set aside — it's an estimate, not tax advice, and it doesn't file your taxes for you.
Yes — you can set goals like a monthly or yearly income target or a debt-reduction goal, and track your progress toward them.
On the login screen, tap "Forgot password?" and we'll email you a reset link. If it doesn't arrive in a couple of minutes, check your spam folder, and if it's still missing just reply here and we'll sort it out.
Email us from the address currently on the account and tell us the new one, and we'll move it across.
There's no self-serve way to do it in the app yet. We ask you to send it from the old address because that's the simplest proof the account is actually yours — if you've lost access to that inbox, say so and we'll work out another way to verify it.
Yes. Your data is stored securely, and you can add an app lock in Settings — a PIN or your device's Face ID / biometrics — so nobody who picks up your phone can read your finances.
You can also export everything you've entered at any time, and delete it. It's your data; we just hold it for you.
Yes. BrassWell has an app lock you can turn on in Settings — secure it with a PIN or your device's biometrics/passkey, and set it to auto-lock after a period of inactivity. Handy since it's your financial data.
All of it, any time — it's your data and we don't hold it hostage.
Go to Settings → Plan and tap "Export all my data". The same link sits on the paywall screen, so a locked account can still get everything out.
Two files come out: a CSV of your income, expenses, invoices and clients, and a separate zip of your receipt photos with a manifest. The receipts export deliberately isn't behind a paid plan — those records are yours whether or not you're still subscribed.
Settings → Delete my account, at the bottom of the page. You'll need your password and you'll be asked to type DELETE, so it can't happen by accident.
Take your data first — there's a download link right there in the same panel, and it's worth using, because the account locks the moment you confirm. After that you can't sign in to get it.
You then have 30 days to change your mind. Sign in during that time and you'll be offered the chance to stop it. Once the 30 days are up everything goes for good: income, expenses, invoices, clients, goals, mileage, receipt photos, the lot. We can't undo it after that, and neither can anyone else.
One thing to sort out first if you're subscribed — cancel in Settings → Plan, or choose the option to delete when your current paid period ends. Deleting the account doesn't stop the billing on its own, and we'd rather you weren't paying for something that's gone.
Please reply with what happened, your device and OS, and the app version, plus a screenshot if you have one. That helps us reproduce and fix it fast.
Not yet — but it's coming rather than a polite no. Team member accounts are part of the next phase of development we're working through now.
We're not putting a date on it, because we'd rather not promise one we might miss. If you reply and say you want it, we'll make sure you hear when it lands.
In the meantime, separate accounts plus the CSV export covers most of what people need when they want a combined view. Clunky, but it works today.
We'd love to hear it — tell us what you're trying to do and we'll pass it straight to the product team. Early feedback genuinely shapes what we build next.
No form, no ticket number to quote, no phone tree. Write to us like a person and a person writes back — every message opens a ticket so nothing gets lost, and replying keeps it on the same thread.
support@brasswell.appNot about your account? Partnerships, press, or a question about the app before you sign up — hello@brasswell.app.