Account & Billing · 2 min read
Understand saved reconciliation limits
How subscription limits and report history work.
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Saved reports versus processing
The Independent Agent plan includes up to 1,000 saved reconciliations; the Agency plan includes up to 5,000. The dashboard and report history show your saved usage.
Saving a second reconciliation of the same records uses another saved slot. Deleting a saved report frees a slot, but deletion is permanent.