Add-ons Overview
Explore SettleWise add-ons and choose the right operational layer for your team
SettleWise add-ons are optional operational layers you can enable on top of your base plan. This section is the right place to understand what each add-on adds, which teams benefit from it, and where to go next in the docs.
Accounting is the larger add-on that now contains Budgets, Chart of Accounts, account activity, and the Income Statement. Budgets remain documented as a workspace inside Accounting.
Available Add-ons
| Add-on | What it adds | Best for | Start here |
|---|---|---|---|
| Accounting | Chart of accounts, budgets, account activity, Income Statement, and operational account posting | Finance and operations teams that need one account layer across planning, revenue, spend, and financial views | Accounting Add-on |
| Payouts | Expense tracking, vendor management, invoice OCR, and weekly accountability workflows | Teams that need outgoing money in the same system as receivables | Payouts Add-on |
| Inventory | Stock tracking, movement history, inventory alerts, and multi-location inventory management | Teams that manage products, gear, supplies, or stock-sensitive operations | Inventory Add-on |
Use This Section for the Right Question
| If you need to... | Best place to go |
|---|---|
| Compare add-ons and decide what to enable | This Add-ons section |
| Understand how accounts connect to payments, payouts, registers, budgets, and the Income Statement | Accounting Add-on |
| Learn how payout operations work day to day | Payouts Add-on and Payouts |
| Learn how budget planning and actual spend tracking work | Budgets Add-on, inside Accounting |
| Learn how stock, alerts, and inventory locations work | Inventory Add-on |
| Manage trials, subscriptions, or payment method changes | Billing & Subscription |
| Review the catalog records that can connect to stock tracking | Products |
Why This IA Works
This section gives each add-on a clear product-level entry point.
- Add-ons answers adoption questions: what each add-on unlocks, who it is for, and how it fits with the rest of SettleWise
- Features and How To continue to hold the deeper workflow docs that already exist, especially for Payouts
- Budgets stays visible because teams still look for budget planning directly, but it is now framed as part of Accounting
- Inventory uses its add-on page as the primary reference until it grows into a larger standalone doc group
That keeps navigation clean without duplicating the same explanations in multiple places.
Explore Add-ons
Accounting Add-on
Chart accounts, budgets, Income Statement, and account-linked flows
Payouts Add-on
Expense operations, vendors, OCR, and payout exports
Budgets Add-on
Plan spend, compare actuals, and monitor budget health
Inventory Add-on
Track stock levels, locations, alerts, and movement history
Billing & Subscription
Manage add-on billing, trials, and subscription changes