What you get in the trial#
After registration you have 14 days free at the Business level — no credit card required. Specifically:
- Up to 80 000 orders in the database (total cap, not monthly)
- 5 users in the team
- 4 data syncs per day (morning + midday + evening + night)
- 50 AI invoice imports per month (PDF + Excel share the limit)
- 100 AI Advisor analyses per month
- 20 active action tasks + AI evaluation after completion
- CSV export of data
- Priority support
In the trial try out everything Margly can do. After 14 days you evaluate which plan suits you.
What happens after the trial ends#
If you chose a plan#
- The subscription was created the moment you chose the plan in the app. If you chose the plan during the trial, payment is deferred to the end of the trial — the first invoice arrives on day 14.
- If you chose the plan only after the trial ends (in the read-only state), payment happens immediately.
- Margly continues to operate fully on the chosen plan.
If you didn't choose a plan#
- The account moves to read-only mode:
- You see all historical data (orders, margins, …).
- You don't update — automatic loading of new data stops.
- AI Advisor is turned off.
- You can't add costs, create tasks, invite users.
- From entering read-only there is a 30-day window, during which you can activate the account at any time by choosing a plan. Margly will send you reminders during this time on days 3, 7, 14, 21, and 27 (email + in-app notification from day 14).
- After 30 days, the account and all data are irreversibly deleted (GDPR retention). If you need to restore data after this period, it is not possible — a new account is created and data loading starts from zero.
How to choose a plan#
Open Billing in Margly
You'll see 4 plans (Starter, Professional, Business, Enterprise) with their limits and current prices in your billing currency.
Click Choose plan
The Stripe checkout opens. Stripe is a secure payment gateway — Margly never stores your card details, only references to Stripe (customer ID and subscription).
Fill in billing details
- Company ID and tax ID (for EU companies the tax ID is validated via Stripe Tax)
- Billing address
- Payment — card, optionally SEPA direct debit (for EU euro payments), Apple/Google Pay (depending on your country)
Confirm the subscription
If you are still in the trial, the money is charged on day 14 from registration. If you are after the trial, the money is charged immediately and Margly returns to full operation right away.
Margly returns to full operation
Data loading resumes, the AI Advisor comes back, tasks work. The payment invoice appears in the Billing section in Margly (with a link to the PDF).
Upgrade between plans#
You can upgrade anytime, applies immediately. Margly bills only the prorated difference for the rest of the current billing period — always in your billing currency (CZK for CZ tenants, EUR for other supported countries).
Calculation principle: if you upgrade mid-month, you pay roughly half the difference between the old and new plan price. Margly shows the specific amount before confirmation in the "Plan change" preview in Billing.
Moving to a lower plan#
If you find you need less, you can move to a lower plan. The change takes effect from the next billing period — you don't lose the remaining days of the current plan you have already paid for.
Example: on day 10 of the month you say you want to move from Business to Starter. Until the end of the month Business runs (with full functions), from day 1 of the next month Starter kicks in. During that transition Margly deletes orders exceeding the new Starter limit (2 000) from the oldest, so they fit.
Changing payment details and invoices#
Almost everything you handle directly in Margly in the Billing section — no redirect to the Stripe portal is needed:
- Issued invoices (with a link to PDF download) — you see them right in the list.
- Billing address, company ID, tax ID, company name, country of business — you edit them inline in the "Billing details" form and save. Margly also writes the change to Stripe (so it matches on the next invoice).
- "Show prices with VAT" toggle and tax settings.
- Plan change (move to higher/lower) and subscription cancellation.
- Billing email is the same as your account email — change it in your Margly Profile, not in Billing.
The only thing handled via Stripe is the payment card change — you click the "Change payment method" button (or "Update payment" if you have a failed payment) and Margly opens you in the secure Stripe customer portal. Margly itself doesn't hold or display card payment details.
Subscription cancellation#
In Billing → Cancel you set cancellation to the end of the current period. Fully functional until then.
After the end the account moves to read-only the same as after the trial (30-day window, then deletion). You can return at any time during read-only and renew the subscription by choosing a plan.
Currency and VAT — Stripe handles everything for you#
Margly currently supports 42 countries across the EU and beyond (UK, Switzerland, Norway, USA, Canada, Australia, Japan, Singapore, Israel, India, Mexico, Brazil, Turkey, South Africa, and others). Currency and VAT on the invoice are automatically determined by Stripe — Margly doesn't interfere, it only uses it as a billing service.
In what currency you'll get the invoice#
- In Czech crowns (CZK) — if your e-shop is set up in CZK.
- In euros (EUR) — in all other countries Margly supports. (Margly currently bills only in these two currencies.)
How Stripe calculates VAT#
Prices in the price list are excl. VAT. Stripe adds VAT according to rules it evaluates itself at the time of payment:
- Looks at where you are paying from — based on the country and address you enter in the billing details.
- If you enter a tax ID (company tax identification number), Stripe checks it during payment:
- Immediately on the spot it verifies only the format — that the number looks like a valid tax ID of your country (correct prefix, length).
- After payment it also does a thorough check against official state registers — for European VAT, British VAT, and Australian ABN. If the tax ID turns out to be invalid, Stripe will notify you by email.
- If the tax ID looks formally OK and your country is in a different state than where Margly pays taxes, Stripe issues an invoice without VAT — you then handle the tax within your country in your own accounting (so-called reverse charge between companies).
- Without a tax ID, Stripe automatically adds VAT according to the rules of the country where you pay.
What to do when VAT on the invoice doesn't match#
- Open the invoice in the Billing section in Margly and check the billing details (country, tax ID, address) — a small error in the tax ID or wrongly chosen country can cause VAT to be calculated differently.
- If you need to correct billing details, edit them directly in Margly in the Billing section in the "Billing details" form. Margly saves the change and writes it to Stripe — the next invoice will already come with the correct VAT.
- If VAT still doesn't match, write to us at support@margly.io with the invoice number and description — we'll resolve it together.
What's next#
- Plans and comparison — what each tier contains
- Limits and usage — where to track usage