Billing
Billing happens at the workspace level. How you manage it depends on which of three billing modes your workspace is in:
- Self-serve (Stripe) — most workspaces. Subscription and payment method are managed through the Stripe customer portal (“Manage subscription”).
- Enterprise (invoiced) — billed on an invoice cycle rather than a card. Changes go through your billing contact.
- Free / trial — no payment method attached.
Payment methods
Section titled “Payment methods”Self-serve workspaces add or update a card in the Stripe portal. Enterprise workspaces pay by invoice (and may use ACH). To update a card on a self-serve plan: Manage subscription → opens the Stripe portal.
Seats count members — the accountable identities who author (create boards, direct agents, sync to a tracker). Guests are never seats and are never billed — you pay for the capacity to author, not for participation. Adding or removing a member changes your next invoice (prorated). Free and Pro are single-seat; Team adds seats. See Plan limits for the model.
Upgrading and downgrading
Section titled “Upgrading and downgrading”Plan changes go through the Stripe portal and take effect via Stripe. When you downgrade, data over the new plan’s limits is affected — review Plan limits first.
Trials and cancellation
Section titled “Trials and cancellation”Convert a trial before it expires to keep your data active. Cancellation is handled through the Stripe portal; you’ll receive a cancellation confirmation. Export your data (CSV) before a workspace closes.
Failed payments
Section titled “Failed payments”A failed payment triggers an email, and you’ll be warned before a plan expires. Update your payment method in the portal to keep the workspace active.