Open: Settings → Billing / Usage, or the selected CA firm’s billing
Before you begin
Check whether you are managing the business account or a CA organisation. Use the current prices, limits and terms displayed for that billing subject.
Practise in a test company first. Check the active company and your permissions. Available options depend on your plan, role and platform.
- 01
Open Billing for the intended account or firm. Read the current plan, subscription status and coverage dates.
- 02
Compare the offered plans, billing interval, company/team limits and AI budget. Simple and Pro are display modes and do not change your purchased plan.
- 03
Open Usage to inspect consumption for a date range. If you need more AI budget, review the available top-up or upgrade options and their terms.
- 04
For a purchase, review the summary and complete the offered checkout. Wait for confirmed subscription or credit status before retrying an apparently incomplete payment.
- 05
Review Payments, Topped-up, Granted or Refunds for the relevant history. On desktop, check sync if a confirmed cloud payment has not appeared locally.
- 06
To stop renewal, use the cancellation action and read its effective date before confirming. Check the resulting status; cancelling renewal does not delete your account or records.
Check your result
You know what is included and which actions may incur additional cost.
If something doesn’t look right
The website is an overview. Confirm the actual offer and billing terms before subscribing.
Contact support →