The Financial Tools add-on

Financial Tools is a paid add-on for payment tracking, deposits, and financial reporting. It’s available on Pro and Community — not on Free or Starter.

What it is

Financial Tools is an add-on on top of your subscription, not a tier of its own. You keep your Pro or Community plan and add Financial Tools to it for an additional charge. It brings payment tracking, deposits, and financial reporting to your lending library.

Steps

1. Be on Pro or Community

The add-on is only offered on the Pro and Community tiers. If you’re on Free or Starter, upgrade first.

2. Add it from Billing

As an Org Admin, open your organization’s Billing settings. On a Pro or Community plan, Financial Tools appears as an available add-on. Add it and complete the charge through Stripe.

After you add it

The Financial Tools features become available to your organization. Removing the add-on later is done from the same Billing settings through the Stripe customer portal.