Understanding the Credit Structure in Multi-Company Plans

September 1, 2025

We’ve made a significant update to how credits work in SaasAnt Transactions Online for customers with multi-company plans. This change is designed to simplify, enhance flexibility, and improve efficiency in managing credits — especially for accountants and bookkeepers working with multiple clients.

What’s Changing?

Previously, each company in your multi-company plan had its separate credit allocation. If one company ran out of credits, you would need to purchase more for that company — even if another company in the same plan still had unused credits.

With the new update, all credits are pooled together and shared across every company in your plan. This means you can use your total credit balance wherever it’s needed most, without letting unused credits go to waste.

What's New?

  • One shared credit pool for all companies in your plan.

  • No more topping up one company while another has spare credits.

  • Per-company usage tracking remains available in your Audit Log, allowing you to see exactly where credits are being used.

What’s Not Changing

  • No price increase — your plan price remains the same.

  • Your renewal date, features, company limits, and data access are unchanged.

  • The way credits are counted per action is the same as before.

Business Use Case:

  • Work without interruptions during busy seasons or client spikes.

  • Prioritize active clients — direct credits to where the work is happening now.

  • Reduce credit waste — unused credits can now be used for other companies before they expire.

  • Fewer last-minute top-ups — making month-end, quarter-end, and cleanup projects smoother.

How Credits Work?

Credits are consumed based on the type of action you perform in the application.

Credit Usage Breakdown:

Feature

Credit Usage per Action

Imports/Modify

1 credit per line item

Export

0.1 credit per transaction 

Delete

0.5 credit per transaction 

Reports

1 credit for the report generated 

Live Edit

1 credit per line

Receipts

50 credits upon parsing the receipts

AI Excel Converter (PDF to Excel)

100 credits per page

Bank statements

50 credits per line (on parsing)

When You Run Out of Credits

If you’ve used all your credits before the end of your billing cycle, you’ll need to upgrade to the next plan to continue using features without interruption or contact support@saasant.com

Benefits of the New Credit Structure

Aligned with Intuit’s API policies for better compliance and stability

Faster performance for large data files

No QuickBooks limit issues impacting your work

No unexpected charges for high data usage

A consistent and reliable experience for every user

Tip: You can always check your credit balance and usage from your SaasAnt Transactions Online dashboard and review a detailed history in the Credit Usability Log.

SaasAnt Transactions Online – Credit Structure FAQ

1. What is the credit structure in SaasAnt Transactions Online?

Ans: It’s a single, unified credit balance for all actions and features, tracked per your subscription plan.

2. What’s new in the credit system?

Ans: Your credits are now pooled for all companies in your plan, while usage tracking per company remains visible.

3. Does this change affect my pricing or features?

Ans: No. There’s no pricing change — your features, limits, and renewal date stay the same.

4. How does the trial period work for new customers?

Ans: You’ll receive 100 trial credits to explore all key features before deciding to upgrade.

5. What happens if I run out of credits?

Ans: Upgrade your plan to continue uninterrupted, or contact our support team.

6. Credits will be carried forward to next month?

Ans: Since it is a recurring credit for every month, it will not carry forward.

7. What file types does SaasAnt Transactions Online support for QuickBooks Online imports?

For almost all entities in QuickBooks Online, SaasAnt Transactions Online supports XLS, XLSX, XLSM, CSV, TXT, Google Sheets, and IIF. Additionally, PDF, PNG, and JPEG are supported only for Receipts, Invoices, Bank Statements, Checks, and Expenses.

If you come across any other issues, kindly reach out to support@saasant.com


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