Plan limits & billing FAQ

How does the trial work?

Every new workspace starts on a 14-day free trial with the full product available. A card is collected up front and nothing is charged until the trial ends; cancel before then and you are not billed. The plan you pick at sign-up is the one the trial runs on, and you can change it any time.

What do plans limit?

Plans differ by how many trucks, mailboxes, and AI document parses they include. You can see your current usage against your plan under Settings → Billing.

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.

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. Your data stays available through the end of the paid period.

Who can manage billing?

Only the workspace owner. Admins and other roles can use the app but not change the subscription.