Frequently Asked Questions

Plans, billing, your data, and how STAKD's features work.

Getting Started

What is STAKD?

STAKD is the all-in-one business management platform built for content creators. It replaces spreadsheets, generic accounting apps, and scattered tools with a single platform designed around how creators actually earn, spend, and grow.

How do I create an account?

Sign up at stakdapp.com with email and password, Google or Apple. Then pick a plan: Starter, Plus, Founding Member, Professional or Studio. Starter, Plus and Professional come with a 14-day free trial of Professional features; Studio has its own 14-day trial.

What's included in the free trial?

The 14-day free trial gives you full Professional access and limits: CreatorSync analytics, Brand Outreach Central, the AI Assistant, tax tools, revenue forecasting, unlimited contacts and 25 AI contract scans. It's included automatically, with no card, when you pick Starter, Plus or Professional. Studio has its own 14-day Studio trial that starts at checkout with a card and is charged when it ends unless you cancel. Founding Member has no trial and is billed immediately. Each person gets one free trial; if you've had yours, a paid plan is billed when you subscribe.

Which plan is right for me?

Starter (free) for basic tracking and invoicing. Plus ($29/mo) adds bank sync, receipt scanning, platform analytics and the AI Assistant (10/day). Professional ($59/mo) adds the full brand outreach suite, media kits, tax documents, mileage tracking and higher limits. Studio ($129/mo) adds up to 5 profiles for multiple brands or channels.

What's the Founding Member plan?

All Professional features at $399/year, locked for as long as your subscription stays active. That's $189 less than annual Professional ($588/year), or $309 less than a year of Professional monthly. Only 100 spots. Founding Member has no trial and is billed immediately.

Can I switch plans later?

Yes. Upgrade anytime (takes effect immediately) or downgrade (takes effect at end of current billing period). Manage everything from your Account page.

Do I need to install anything?

STAKD runs in your browser at stakdapp.com. Native iOS and Android apps are also available for mobile features like GPS mileage tracking, biometric login, and camera receipt scanning.

Billing & Subscriptions

How does billing work?

On our website, billing goes through Stripe. In the iOS app, subscriptions are sold through Apple and charged to your Apple ID. Pay monthly or annually (annual saves ~17%). You're charged at the start of each billing period. Paid plans on the website need a US billing address.

What payment methods do you accept?

On the website, major credit and debit cards through Stripe (Visa, Mastercard, American Express and Discover), with a US billing address. In the iOS app, whatever payment method is on your Apple ID.

How do I manage my subscription?

If you subscribed on the website, go to Account → Billing and click "Manage Subscription" to open Stripe's billing portal, where you can update your card, switch plans, view invoices or cancel. If you subscribed in the iOS app, manage or cancel in your iPhone's Settings → [your name] → Subscriptions.

What happens when my free trial ends?

If you started a trial with Starter, Plus or Professional (no card), your account moves to Starter and your data stays. Subscribe any time to get paid features back. If you started a Studio trial at checkout, your card is charged when the trial ends unless you cancel first.

What does "locked while active" mean for Founding Members?

Your $399/year rate never increases while your membership stays active. The only way to lose the lock is to cancel. If you rejoin later, the Founding Member tier may no longer be available.

Do annual plans auto-renew?

Yes. Monthly and annual subscriptions renew automatically until you cancel. Cancel any time: website subscriptions from the Stripe billing portal (Account → Billing), Apple subscriptions in your iPhone's Settings at least 24 hours before the period ends.

Can I get a refund?

We don't refund partial billing periods, but you won't be charged again after canceling, and access continues to the end of your current period. Apple in-app purchases are refunded by Apple, not STAKD: request one at reportaproblem.apple.com. If something went wrong with a website charge, email support@stakdapp.com.

Can I use STAKD outside the US?

Not yet. STAKD is built for US creators: paid plans need a US billing address, bank sync works with US banks, and the tax tools follow IRS rules. If you check out with a non-US billing address, we cancel the subscription and refund you. The iOS app is available in the US App Store only.

Financial Tools

How do I track income?

Open Income from the sidebar, tap "Add Income," choose a source (YouTube, TikTok, Partnerships, Merch, or create a custom source), enter the amount and date, and save. Filter by date range and export to CSV anytime.

How does bank sync work?

Bank sync uses Plaid, the same infrastructure behind Venmo and Robinhood. Connect your bank and transactions flow in automatically. Review, categorize, and you're done — no more manual entry. Available on Plus and above.

Is my bank data safe?

Yes. Plaid is a regulated financial data provider. STAKD never sees or stores your bank login credentials. All data is encrypted in transit and at rest.

How do I create an invoice?

Go to Invoices, click "Create Invoice," fill in client details and line items. Upload your logo, set payment terms (Net 15/30/60), and send directly via Gmail or download as PDF.

How does AI receipt scanning work?

On Plus and above, photograph a receipt (mobile) or upload an image. AI extracts vendor, amount, date, and category. Review, confirm, and the expense is logged with the receipt attached.

What is the Profit & Loss report?

A real-time snapshot of income minus expenses. Filter by MTD, QTD, or YTD, see breakdowns by category, compare to previous periods, and export for your accountant.

Can I track recurring expenses?

Yes. Mark any expense as recurring and set the frequency (weekly, monthly, quarterly, annually). STAKD tracks them automatically.

Brand Outreach

What is Brand Outreach Central?

A three-tool suite for landing brand partnerships: Partner Finder (find brands and their marketing contacts), PricePoint (calculate your rates) and Perfect Pitch (media kits and AI-drafted pitches). Plus includes Partner Finder (25 lookups/month) and the rate calculator with manual entry. Professional and above include the full suite.

How does Partner Finder work?

Enter a brand's website domain and Partner Finder searches for marketing contacts using email discovery. It verifies email deliverability, tracks outreach status, and manages follow-ups from first contact to active partnership.

What is PricePoint?

A data-backed rate calculator. Enter your platform, followers, engagement rate, niche, and deliverable type — PricePoint calculates what you should charge using industry benchmarks. Connected platforms auto-populate your stats.

How do I build a media kit?

Open Perfect Pitch, choose from 6 premium templates, fill in your profile and analytics (auto-synced from CreatorSync), and publish. You get a shareable public link that brands can view without a STAKD account. Anyone with the link can see the kit, including your analytics, so share it only with brands you're pitching. You can unpublish it any time.

Does the AI write my pitch emails?

It drafts them. Choose a tone (Professional, Friendly, Bold, Casual, Inspiring), and AI generates a personalized pitch based on your stats and the target brand. You review, edit, and send. Smart first draft, not a replacement for your voice.

Can I import my rates into my media kit?

Yes. Calculate rates in PricePoint, save them, then import your rate card directly into your Perfect Pitch media kit with one click.

CreatorSync

What is CreatorSync?

STAKD's unified analytics dashboard. Connect your social accounts via OAuth and see all your metrics — followers, engagement, views, growth trends — in one place. No more logging into 5 platforms.

Which platforms are supported?

YouTube, Instagram, Facebook, TikTok and Twitch (beta). Each pulls that platform's metrics, such as subscribers, engagement, views and stream stats. Facebook needs a Facebook Page you manage, and Instagram needs a Creator or Business account linked to that Page.

Is connecting my accounts safe?

Yes. We use OAuth — the same standard used by every major app. STAKD never sees your social media passwords. You grant read-only analytics access and can revoke it anytime.

What is Earned Media Value (EMV)?

A dollar figure representing the media value your content generates, using industry benchmarks per platform. Useful for brand negotiations — show brands ROI, not just follower counts.

How often does data refresh?

Data syncs each time you visit the Analytics page or click Sync All. Choose the last 30, 60, or 90 days at the top of CreatorSync. TikTok and Twitch don't report views by date, so their numbers cover content posted in that period.

Why can't I connect my account?

Make sure you're signing in with the right account. Facebook: Meta only provides analytics for Facebook Pages, not personal profiles, so you need a Page you manage. Instagram: switch to a Creator or Business account and link it to your Facebook Page. If your Page is owned through a Meta Business portfolio and doesn't appear, connecting those Pages is waiting on Meta's approval; connect a Page you manage directly for now. YouTube: your channel must be on the Google account you sign in with. Twitch is in beta. Still stuck? Email support@stakdapp.com.

Tax Tools

What tax tools does STAKD include?

Professional tier includes: GPS mileage tracking, quarterly estimated tax calculator, W-9 generation, and 1099 contractor tracking that flags contractors who reach the IRS 1099-NEC threshold for the tax year ($2,000 for payments made in 2026).

How does mileage tracking work?

Log trips manually, or use GPS tracking in the mobile app. Tap Start Trip, drive, and tap End Trip. While a trip is running, STAKD keeps recording your route even if the app is in the background or your screen is off, and your phone shows that location is in use. STAKD never tracks your location outside a trip you started. Mileage is calculated at the current IRS standard rate.

How do quarterly estimated taxes work?

Enter your filing status and income/expense data (auto-pulled from your STAKD records). The calculator estimates your quarterly payment based on current tax brackets and self-employment tax.

Can STAKD file my taxes?

No. STAKD is a tracking and preparation tool. It organizes your income, expenses, mileage, and contractor payments so your accountant can file accurately. Export your data at tax time.

What is 1099 tracking?

Under IRS rules, businesses generally report payments of $2,000 or more to a contractor on Form 1099-NEC for payments made in 2026 and later ($600 for payments made through 2025). STAKD totals what you've paid each contractor for the tax year you pick, flags anyone who reaches that year's threshold, and tracks which contractors have a W-9 on file. It's general information, not tax advice.

Can I export data for my accountant?

Yes. Income, expenses, mileage logs, and P&L reports all export as CSV. Hand them off and save hours on tax prep.

AI Features

What AI features does STAKD offer?

Help Chat (all plans), the AI Assistant (Plus and above), AI contract scanning (Plus and above), AI receipt reading for uploads (Plus and above), and AI brand research, outreach drafts and media kits (Professional and above). All are powered by Anthropic's Claude.

What can the AI Assistant do?

Answer questions about your own records (contacts, income, expenses, invoices and contracts), for example "what did I earn from brand deals last quarter?", and add contacts, income or expenses for you after you confirm. Outreach drafts and media kits have their own AI tools in Brand Outreach.

How does contract scanning work?

Upload a contract PDF and AI extracts payment amounts, deliverable deadlines, usage rights, exclusivity clauses, and payment terms. Catches unfavorable terms before you sign.

Are there daily usage limits?

Yes. Help Chat: 50 a day on every plan. AI Assistant: Plus 10 a day; Professional, Founding Member and Studio 50 a day. AI contract scans: Plus 5 a month, Professional and Founding Member 25, Studio 30. Daily limits reset at midnight UTC; monthly limits reset on the 1st.

Is my data used to train AI models?

No. STAKD doesn't use your data to train AI models. AI features send only what they need to our AI provider, Anthropic, through its business API. Our AI providers process this data only to provide the feature.

Account & Security

How do I log in?

Sign in with your Google account. No separate password to remember.

Does STAKD support biometric login?

Yes. On the iOS and Android apps, enable Face ID, Touch ID, or fingerprint unlock for faster access after your initial Google login.

What are business profiles?

Profiles let you manage separate business identities under one account. Each has its own income, expenses, bank connections, social accounts, and contacts. Studio plan includes up to 5.

Can I delete my account?

Yes. Go to Account → Profile → Delete Account. Everything is deleted immediately: your records, files, bank links and platform connections. It can't be undone, so export anything you need for taxes first. If you subscribed through Apple, cancel in your iPhone's Settings first. You can also email support@stakdapp.com.

How is my data protected?

All data is encrypted in transit (TLS) and at rest on Google Cloud. Bank connections go through Plaid's regulated security. Social connections use OAuth — we never handle your platform passwords.

Where is my data stored?

Primarily on Google Cloud (Firebase) infrastructure in the United States, encrypted in transit and at rest. Some of our service providers process data outside the US (for example, our email provider Brevo in the EU).

Mobile App

Is there a mobile app?

Yes. Native apps for iOS and Android with the full STAKD experience plus GPS mileage tracking, biometric login, and camera receipt scanning.

Do web and mobile sync?

Yes. Your account and data sync across all devices in real time. Log an expense on your phone and it's on your laptop when you get home.

What mobile-only features are available?

GPS mileage tracking (you start and stop each trip), biometric authentication (Face ID/Touch ID/fingerprint), camera receipt scanning, and phone contact import into CRM.

Does the app work offline?

STAKD requires internet for most features since data lives in the cloud. Some pages may briefly show cached data, but you need connectivity to save changes or use AI features.

How do I export files on mobile?

Exports use your device's native share sheet. Tap export and save to Files, AirDrop, email, or any other app.