> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arkata.mt/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance trial

> How the 14-day Finance trial works, who can start it and what happens when it ends.

Quotes, expenses, invoices, payments and project billing make up Arkata's **Finance** features. If your firm does not have Finance yet, a Partner can try it free for 14 days.

## Start the trial

**Partners only.** An Admin who opens a Finance page first sees that Finance is not enabled and a note to ask a Partner.

The first time a Partner opens **Quotes**, **Expenses** or **Invoices**, Arkata offers the trial. Click **Start free trial**, or **Not now** to come back later.

Finance switches on for the whole firm straight away, the project **Billing** tab appears, and you get an email with a short guide.

## During the trial

Everything in Finance works as normal. A good first stop is [firm billing settings](/billing/firm-settings), to add your logo and set up email sending.

<CardGroup cols={2}>
  <Card title="Manage quotes" icon="file-signature" href="/quotes/managing-quotes">
    Fee proposals and revisions.
  </Card>

  <Card title="Billing stages" icon="layer-group" href="/billing/billing-stages">
    Splitting a project fee into chunks.
  </Card>

  <Card title="Create and send invoices" icon="file-invoice" href="/billing/invoices">
    Turning ready stages into bills.
  </Card>

  <Card title="Track expenses" icon="receipt" href="/expenses/tracking-expenses">
    What the firm spends.
  </Card>
</CardGroup>

## When the trial ends

After 14 days we check in to see whether you want to keep it. If the trial ends without an upgrade, **Finance** in the sidebar and the project **Billing** tab both show a lock, and opening a Finance page tells you the trial has ended.

Contact us to upgrade and keep using Finance.

## Next steps

<CardGroup cols={2}>
  <Card title="Firm billing settings" icon="sliders" href="/billing/firm-settings">
    Set up your logo, VAT rate and email sending first.
  </Card>

  <Card title="Roles" icon="user-shield" href="/getting-started/roles">
    Who at your firm can use which Finance features.
  </Card>
</CardGroup>