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Upgrading

Upgrading is a one-click move. New subscriptions go through a hosted checkout page; plan changes apply through the customer portal — same machinery, no surprises.

Upgrade from the dashboard

Open Billing, pick the plan you want, click Upgrade.

  • From Free → Pro/Team/Scale. You're sent to a hosted checkout page. Card is collected, subscription starts, and the new plan applies immediately.
  • From Pro → Team or Team → Scale. The change applies inline — no checkout flow. The new plan kicks in immediately.

You'll receive a confirmation email and a receipt for the charge.

When the change applies

Upgrades take effect the moment the payment succeeds. Limits raise, gated features unlock, and the agent stops returning 423 plan-locked on tools that needed the new tier.

There's no "wait until next cycle" window for upgrades. That's reserved for downgrades.

How proration works

If you're mid-cycle when you upgrade, the billing partner credits the unused portion of your current plan against the price of the new one and bills the difference immediately. The math:

charged_now = (new_price - old_price) × (days_remaining / days_in_cycle)

Example. You're on Pro at $19/month, 10 days into the 30-day cycle, and you upgrade to Team at $49.

unused_pro = 19 × (20/30) = 12.67   (credit)
new_team   = 49 × (20/30) = 32.67   (charge)
charged    = 32.67 - 12.67 = 20.00

You'll see this on the next invoice as line items, not a single mystery charge.

Annual vs. monthly

If you switch from monthly to annual mid-cycle, the unused monthly portion becomes a credit toward the annual price. We don't charge a setup fee.

Annual saves you two months — Pro is $190/year, Team is $490/year. Scale annual contracts are negotiated separately.

Downgrading

Downgrades are scheduled, not instant. The change applies at the end of your current billing cycle. Until then you keep the higher plan's limits and features.

Why scheduled? Because instant downgrades would otherwise have to refund the difference, and proration math for downgrades that span feature gates (e.g. losing AI Insights) gets messy. Scheduling avoids it.

To downgrade:

  1. Go to Billing.
  2. Click Change plan and pick the lower tier.
  3. Confirm. The portal will show "Plan changes on YYYY-MM-DD."

Cancel the scheduled change at any time before that date by clicking Keep current plan.

What happens to data when you downgrade

  • Submissions over the new plan's monthly limit still count for the current cycle (you've already received them); the next cycle starts fresh.
  • Storage over the new limit is read-only until you delete enough to fit. Submissions still come in; new file uploads return 507 storage-limit-exceeded until you free space.
  • Plan-locked features stop working at the boundary. Webhooks keep their config but stop firing if you've left the webhook tier.

We email you 7 days before a scheduled downgrade applies so you can pull data or cancel the change.

Failed payments on upgrade

If the card declines on an upgrade attempt, the upgrade is cancelled — you stay on your current plan. No partial state. The billing partner retries on your existing subscription as usual.

For 3DS challenges in Europe, the redirect and confirmation flow is handled inline. See payment methods for the SCA details.

What's next

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