Troubleshooting · 5 min read
Trial, billing, and saved-report limit questions
Find plan information and manage subscription or saved reconciliation usage.
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Plans and trial
Independent Agent is $5.99/month and includes up to 1,000 saved reconciliation runs. Agency is $14.99/month and includes up to 5,000. Both plans offer a 7-day trial with a payment card required.
Unless canceled before the trial ends, the subscription begins charging at the applicable monthly price. Check the current Pricing page and your account for the latest terms.
Manage your subscription
Open the workspace dashboard and select Manage billing to access subscription management. The dashboard also displays plan and saved reconciliation usage.
Understand saved limits
Each saved reconciliation run counts toward the limit, even when it contains the same source records as another run. Processing a file and saving a report are different operations.
Owners or administrators can permanently delete saved reports to free space. Deletion cannot be undone; export any needed records before deleting.