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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 $199/year, and Pro is $29.99/month or $299/year — paying annually works out about 17% cheaper 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.

There are two plans. Pro adds bank import, unlimited invoices and a few tools for busier freelancers.

Core — $19.99/month or $199/year. Income and expense tracking, AI receipt scanning, goals and the Financial Freedom plan, custom monthly and quarterly budgets, tax estimates and CPA exports, invoices with print-ready PDFs (5 a month), and Face ID / PIN app lock.

Pro — $29.99/month or $299/year. Everything in Core, plus live bank and card import for US banks, unlimited invoices, time tracking that bills itself onto an invoice, an audit-proof mileage log, quarterly P&L and tax statements, an S-Corp salary log, and receipt photo storage kept for as long as you subscribe.

On both plans, clients can pay you through your own Stripe or PayPal link on the invoice.

Annual works out about 17% 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 there whenever you come back.

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: you can still download everything you've entered as a single file from that screen, and it stays there whenever you come back.

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.

Prices can change over time. If one ever does, we'll email you at least 30 days before the new price applies to you, and it never applies to a period you've already paid for — so you can cancel first if you'd rather not continue.

Yearly subscribers also get a reminder before each renewal, and you can cancel any time in Settings → Plan.

Not yet. It gets asked often enough that we're working out whether it can be done properly — a one-time price has to cover a cost that keeps recurring, and we'd rather solve that than sell something we end up regretting.

If you'd want one, email hello@brasswell.app and say so. Who asks is genuinely how this gets decided.

Core and Pro are what's on offer today — monthly or yearly, both on the pricing page.

If you already have a paid subscription: Settings → Plan → Change plan or payment method. That opens the billing page held by whoever takes your payment, and the change happens there rather than inside BrassWell — the subscription lives with the payment provider, so a button in our app that only changed a row in our database would be telling you something that was not true. If you are still on the trial, the button says Upgrade to BrassWell Pro instead, and it takes you straight to the plans.

Moving up to Pro takes effect as soon as the payment goes through. Moving down to Core takes effect at the end of the period you have already paid for, so you keep the Pro features until then and are not charged twice for the same month.

One thing worth knowing before you move down: Pro keeps your receipt photos while the subscription lasts, and invoices go back to five per calendar month on Core.

Not straight away. When a payment does not go through, the store keeps retrying for a while, and your account carries on working normally during that stretch. Settings shows a note telling you there is a billing problem, so it is not something you have to find out the hard way.

Fix it wherever you subscribed. On the web that is Settings → Plan → Change plan or payment method, which opens the billing page where you can update the card. If you subscribed through the iPhone app, Apple holds the card, so it has to be updated in your Apple account settings.

If the retries run out before the card is fixed, the account locks rather than deletes — your records are all still there, and there is a full export on the lock screen. Sorting the card out brings it straight back. The one exception is receipt photos on Pro: they are kept for at least 30 days after access ends, and we email you before anything is removed.

It depends on where you signed up, because the receipt comes from whoever charged the card rather than from us.

If you subscribed on the web, go to Settings → Plan → Change plan or payment method. The billing page it opens holds your invoice history, and you can download any of them as a PDF. If you subscribed through the iPhone app, Apple emails a receipt for every charge and keeps the full history in your Apple account under purchase history.

If you need something with your business name on it for bookkeeping and what you have got is not right, email support@brasswell.app and say what it needs to show.

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: canceling 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, canceling 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, but nothing you've entered is deleted: you can still download all of it as a single file. The one exception is receipt photos on Pro, which are kept for at least 30 days after the subscription ends, and we email you before any are removed.

Expenses → 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.

Before the bank's window opens you'll be asked to confirm it's you — Face ID, Touch ID, or your PIN. That is deliberate rather than a glitch: it means someone holding your unlocked phone still cannot attach a bank account to it. If you haven't set a PIN yet, it asks you to pick one there and then; it takes a few seconds and you only do it once.

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, hit Import transactions and they start flowing in, and you can categorize them like anything else.

If your bank asks for a code or a second factor, that happens in the same window.

It covers credit cards and business accounts as well as checking, and it picks up client deposits, not just expenses. The connection is read-only — nothing in BrassWell can move money.

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.

Up to two years. That is the most Plaid will hand over, and it is what we ask for on every connection.

How much you actually get is your bank's decision rather than ours. A major US bank returned the full two years in our own testing; smaller institutions sometimes hold less history than that.

It arrives in one go the first time you import, so expect a few hundred transactions rather than a handful. After that only new ones come through.

If you need records older than the window your bank gives, add them by hand or import a CSV from your bank — both sit alongside imported transactions without any fuss.

Transactions, and nothing else. That is the only permission we ask Plaid for.

So: dates, amounts, descriptions and the bank 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 — some every few months, some once a year — and always after you change your password or your bank changes its login screen.

Go to Expenses and connect the same institution again. 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.

Expenses → the trash icon beside the connection. 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 also severs every linked bank — but at the end of the 30-day grace period, when your data is actually erased, not the moment you press delete. That is so the connection is still there if you change your mind and come back. If you want the link cut today, disconnect it here first, then delete the account.

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.

Because your bank told us what the charge was, not what it was *for*, and we would rather leave a blank than guess wrong.

Every imported transaction arrives with a category from Plaid, and we map that onto a BrassWell category. Some map cleanly — a flight is travel, a phone bill is Phone & Internet. Others genuinely do not: Plaid has no category for advertising at all, so ad spend arrives looking like any other business service.

Anything we are not confident about lands in Other on purpose. "Other" reads as "look at this" when you are filing; a confidently wrong category does not, and you would never catch it.

To fix a batch quickly: Expenses, then sort by category, open the Other group and recategorize down the list. New charges from the same merchant can land in Other again, so a quick look each month keeps things tidy.

We widened that mapping in September 2026 — ad platforms, software subscriptions and a few other common merchants now land where you would expect. On its own that only helps new imports, so there is a way to apply it to what is already there: Expenses, open the Payments & Transfers card, then Full re-sync. It re-reads your history and re-files bank expenses still sitting where the old mapping put them. Anything you have already recategorized by hand is left alone — the re-file only touches rows still holding their original category, so your corrections survive.

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.

Everything you have already imported stays. Those transactions are your own records by then, not a live feed — they stay in your books, your reports and your data export exactly as they were. We do not delete them.

What stops is the importing. Bank connection is a Pro feature, so on Core you cannot pull in new transactions or connect another account. Your existing connection is not removed, it just goes quiet.

Move back to Pro whenever you like and you can import again. If the bank link has expired in the meantime — they do expire on the bank's own schedule — you will reconnect it once and carry on.

If you would rather cut the bank link entirely while you are on Core, Expenses → the trash icon beside the connection does that straight away.

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 in Core, not just Pro.

On Pro, yes — scan or upload a receipt and the photo is kept with the expense, stored privately and securely for as long as you subscribe.

On Core, the scanner still reads the receipt and fills in the expense for you — vendor, date, amount and category — it just doesn't keep the photo afterwards.

Yes — each expense can be marked deductible and categorized, 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 download or share the PDF with your client and mark it as sent. 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.

Core includes five invoices per calendar month, and the count starts again on the 1st. So if you are out on the 20th, waiting until the 1st costs nothing and gives you five more.

If you invoice more than that regularly, Pro removes the cap entirely. It also imports from your bank, tracks time straight onto your invoices, and keeps your receipt photos while you subscribe. Settings → Plan is where you would change it.

The app shows a counter as you get close, so you should see it coming rather than hitting a wall mid-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, email support@brasswell.app 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 → Export everything. The spreadsheet link also sits on the lock screen, so a locked account can still take its records with it.

There are two downloads. The first is one spreadsheet (.xlsx) with a tab for each kind of record, like income, expenses, invoices, clients, goals, time and mileage, plus an Everything tab. The second is a zip of your receipt photos. 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 be asked for your password and to type DELETE, so it can't happen by accident. If you sign in with Google or Apple, typing DELETE is enough.

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. Deleting the account doesn't stop the billing on its own, and we'd rather you weren't paying for something that's gone. You can also choose to delete when your paid period ends, but the cancelling still happens in Settings → Plan.

Email support@brasswell.app 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 want it, email support@brasswell.app and we'll make sure you hear when it lands.

In the meantime, separate accounts plus the spreadsheet export cover 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 by emailing support@brasswell.app. It goes straight to the people building BrassWell, and early feedback genuinely shapes what we build next.