What you get with the free plan

What you can do on the free plan in Sage Sole Trader and how feature limits help you decide when to upgrade.

The free plan in Sage Sole Trader lets you run your business without paying upfront.

You can send invoices, categorise transactions, and view key reports with clear monthly limits.

The free plan works well if you’re starting out. You can upgrade at any time when your needs grow.

Features available on the free plan

• Create and send up to five invoices per month
• Auto-categorise up to 25 transactions per month using AI
• Use bulk actions a limited number of times
• View key reports like Profit and Loss and Balance Sheet
• Connect your bank and manage day-to-day transactions

When you reach a limit, Sage shows an upgrade message. You can still view and edit existing data without upgrading.

View our Feature comparison: Free versus Paid