Plan limits & billing FAQ
How does the trial work?
Every new workspace starts on the free trial shown at sign-up with the full product available. A card is collected up front. On the same plan, nothing is charged until the trial ends; cancel before then to avoid that payment. Changing plans during the trial ends it and can charge immediately. Stripe shows the amount before you confirm. The owner with billing permission sees a warning five days before trial end; Billing shows its own date and amount. A separate email reminder is sent three days before trial end.
What do plans limit?
Plans differ by how many trucks and mailboxes they include. There is no per-document charge and no monthly document quota: rate confirmation parsing grows with your fleet, and processing only stops far beyond normal use. You can see trucks and mailboxes against your plan under Settings → Billing, and rate confirmations parsed this period under Settings → Usage.
How do I upgrade or change plans?
Owners can manage the subscription under Settings → Billing, which opens the secure customer portal to change plan, update the card, or view invoices. A plan change during the trial ends it and can charge immediately; check the amount Stripe shows before confirming.
What happens if a payment fails?
We retry automatically and email you. Your account enters a short grace period during which everything keeps working. If payment still doesn't go through, the account is suspended: you can always sign in, read your data, and update your payment to restore full access — you just can't create new work while suspended.
Can I cancel?
Yes, from the customer portal. Access continues through the paid period. Data is retained for 180 days afterwards, and the owner JSON export remains available within retention, including after a failed payment. It contains business records and document metadata, not original PDFs/photos or every stored event. Download original documents separately; the selected-document ZIP is not available while the account is blocked.
Who can manage billing?
Only the workspace owner. Admins and other roles can use the app but not change the subscription.