Frequently asked questions
Short answers to the questions we get most often. Each one links to the page with the full detail.
If your question is "why can't I see a feature I expected", that has its own page: Modules, packs, and plans.
Trials and plans
Is there a free tier?
No. Every account starts with a 14-day trial, which begins the moment you create your account. Its start does not depend on when you first sign in. Before it ends you choose one of three plans: Starter, Growth, or Scale.
What happens when my trial ends?
You'll see a banner counting down the days left in your trial. When it expires you keep access to your data and can still export it, but the workspace stops being usable for day-to-day work until you choose a plan. Nothing is deleted when a trial ends.
What do the plans include?
| Plan | Businesses | Contacts | Team members |
|---|---|---|---|
| Starter | 1 | 1,000 | 3 |
| Growth | 5 | 10,000 | 10 |
| Scale | Unlimited | Unlimited | Unlimited |
SaaSPass, Grants, E-Signature, and Certified Payroll are included with every plan. Growth adds multiple businesses, AI guidance, Ask SaaSy, API access, and Slack alerts. Scale adds advanced analytics, custom automations, and priority support.
For current prices, including any annual discount, see hellosaasy.ai/pricing; that page is the source of truth. See Modules, packs, and plans for the full breakdown.
Can I manage more than one business?
Yes, on Growth and above. Starter covers one business, Growth covers five, and Scale is unlimited. Each business has its own records; you switch between them from the business selector.
Can I switch plans or cancel at any time?
Yes. Both are in Settings → Plan & Billing. Select Cancel subscription and your plan stays active until the end of the period you've already paid for; cancelling does not cut you off mid-month. If you change your mind, a banner offers Reactivate and counts down how long you have.
See Billing and plans.
What are the paid add-ons?
Union & Labor Compliance (billed by member band) and Field Service (flat rate) are sold separately from plans. Payroll Filing is also outside every plan, but is not on sale yet. Payroll Processing is included with your plan during the beta. Certified Payroll is included with every paid plan. See Payroll Filing for its prerequisites and current availability.
If you told us at onboarding that you work with unions or dispatch technicians, those sections appear in your sidebar before you buy them. Opening one shows the add-on page instead of the feature. That is expected, not a fault.
Some features can also be bought on their own if you'd rather not change plan: E-Signature, Certified Payroll, Field Service, and extra storage. Prices are in Modules, packs, and plans.
Your data
Is my data used to train AI models?
No. SaaSy publishes a plain-language data-handling statement, including the no-training policy, at app.hellosaasy.ai/data-handling. Answers from the AI assistant that touch legal, tax, or compliance topics carry a link to that statement alongside a note that the response is not professional advice.
How do I get my data out?
Settings → Your data exports Contacts, Companies, Projects, and Invoices to CSV whenever you are signed in. No active plan is required, even after you cancel; you are not locked in by losing access to your own records.
Exports are generated on demand and very large datasets are capped at the first 50,000 rows, which the page tells you about. For a formal, logged data-portability export, use the Request one here link, which takes you to the data subject tooling.
See Privacy and data.
Can I delete a customer's personal data on request?
Yes. Settings → Compliance → Data subjects finds the person, then Fulfill export or Fulfill anonymize actions the request. Anonymizing is permanent and the page asks you to confirm. Every action is written to an audit log at Settings → Data subject requests.
See Privacy and data.
AI and agents
Will the AI do things without asking me?
By default, action types use Propose and wait for approval in the Attention Queue. An administrator can change an action type to Auto-run or Auto-run and notify, which lets those actions run without approval. Review Agent Autonomy to see your workspace's settings. Keep actions on Propose when you want to review them before they run.
See AI assistants.
Why does Ask SaaSy show an upgrade prompt?
Ask SaaSy requires the Growth plan or above. On Starter the page shows an upgrade prompt rather than the chat.
Does the AI give legal, tax, or accounting advice?
No, and it says so. Answers touching those topics carry an advisory note that the response is not professional advice. SaaSy records and organizes what you tell it; confirm your obligations with a qualified professional.
Setup and navigation
A page disappeared from my sidebar. Was it removed?
Almost certainly not. Sidebar visibility is controlled by navigation modules, which are cosmetic.
The pages still work if you have the URL. Check Settings → Navigation, where each module can be
set to Workspace default, Hidden for me, or Shown for me. Shown for me lets you switch
a module back on without involving an admin.
Hiding is not a permission system. To control what people can actually do, use Settings → Roles and permissions.
I picked the wrong industry. Can I undo it?
Yes. Applying an industry pack is reversible: the applied view on Industry Setup lists exactly what was seeded and offers Revert setup, which removes those same rows. Your own data is not touched.
Do I have to verify my email?
Not to keep working. A banner prompts you and you can continue past it. Do it when you can, though, because password resets and security alerts depend on a verified address.
How many people can I invite?
Three on Starter, ten on Growth, unlimited on Scale. The Team page blocks new invitations once your seats are used up. Roles are Member, Manager, and Admin.
See Team and roles.
Integrations and the API
What can SaaSy connect to?
Accounting, payroll, HR, calendar, email, banking, and messaging tools, plus Zapier and Make for everything else. The full list and setup steps are in Integrations and Zapier and Make.
Is there an API?
Yes, on Growth and above. Authentication, endpoints, and the webhook event catalog are in API and webhooks. Keys are issued from Settings → API keys.
Getting help
How do I contact support?
Email support@hellosaasy.ai. First-response targets depend on your plan:
| Plan | First response target |
|---|---|
| Starter | 48 hours |
| Growth | 24 hours |
| Scale | 4 hours |
These apply during business hours, Monday to Friday, 9 am to 6 pm UTC. Mark genuinely urgent issues
with [URGENT] in the subject line and we'll prioritize them.
Include your account email and the affected business name; the Support & Help page in your dashboard prefills both for you. For billing questions, include the Stripe invoice number or the transaction date.
How do I know if something is broken on your side?
Check status.hellosaasy.ai for the health checks listed there. A green result does not cover every service or workflow. If your problem persists, see Troubleshooting before emailing; it covers the most common causes.
I think I found a security problem
Do not open a public report. Email security@hellosaasy.ai. Our disclosure terms, including the safe harbour for qualifying research, are published on the security page.