Subscription Plans
Plan Comparison
| Feature | Free | Starter | Professional | Enterprise |
|---|---|---|---|---|
| Team Members | Unlimited | Limited | Higher limit | Unlimited |
| Assessments | Unlimited | Limited | Higher limit | Unlimited |
| DOCX Exports / Month | Limited | Limited | Higher limit | Unlimited |
| AI Summaries / Month | 1 per file (free) | Limited | Higher limit | Unlimited |
| Storage | 1 GB | 5 GB | 10 GB | 50 GB |
| Max File Upload Size | 25 MB | 25 MB | 25 MB | 25 MB |
| Billing | — | Monthly or Yearly | Monthly or Yearly | Monthly or Custom |
| Support | Community | Priority Email | Dedicated |
The Free plan includes full access to core assessment features with usage limits. You can start assessing immediately without entering a credit card.
Plan Highlights
Starter
Ideal for independent QSAs or small firms with a handful of active engagements. Includes all core features with moderate limits.
Professional
Built for mid-size QSA firms managing multiple concurrent assessments. Higher limits on exports, AI summaries, and storage.
Enterprise
For large QSA firms and organizations requiring unlimited resources, custom integrations, and dedicated support.
Viewing Your Current Plan
Navigate to Billing
Go to Billing from the left sidebar, or Settings > Billing. Both lead to the billing dashboard.
Review Your Subscription
The top section shows your current plan with:
- Plan name and icon (Rocket for Starter, Sparkles for Professional, Crown for Enterprise)
- Status badge — Active (green), Trialing (blue), Past Due (amber), Canceled (red)
- Price — monthly or yearly rate
- Billing cycle — Monthly or Yearly
- Current period — start and end dates of the current billing cycle
What’s Included
The Overview tab shows your plan’s included features as badges:| Badge | Description |
|---|---|
| Team Members | Your plan’s user limit (or “Unlimited”) |
| Assessments | Your plan’s assessment limit (or “Unlimited”) |
| DOCX Exports/Month | Monthly export allowance (or “Unlimited”) |
Usage Tracking
The Usage tab provides real-time visibility into how much of your plan’s allowance you have consumed.Usage Cards
Three usage cards show your current consumption:| Metric | Display |
|---|---|
| Team Members | Current member count / plan limit |
| Assessments | Active assessment count / plan limit |
| DOCX Exports | Exports this month / monthly limit |
| Usage Level | Progress Bar Color |
|---|---|
| Below 75% | Green |
| 75% – 89% | Amber |
| 90% and above | Red |
Usage Alerts
When any metric reaches 80% capacity, a warning alert appears on the billing page. This gives you advance notice to upgrade before hitting a hard limit.What Happens at the Limit
When you reach a plan limit:| Limit Reached | What Happens |
|---|---|
| Team Members | New user invitations are blocked. Existing members are unaffected. |
| Assessments | New assessment creation is blocked. Existing assessments continue to work normally. |
| DOCX Exports | Export attempts return an error message. The counter resets at the start of the next billing period. |
| AI Summaries | AI summary generation is blocked (except the first summary per file, which is always free). Resets monthly. |
| Storage | File uploads are blocked. Existing files are preserved. Delete files or upgrade to free up space. |
Hitting a limit never affects access to existing data. You can always view, edit, and download everything you have already created. Only new resource creation is gated.
Storage Quotas
Each plan includes a storage allowance for uploaded evidence files.Storage Limits by Plan
| Plan | Storage Limit |
|---|---|
| Free | 1 GB |
| Starter | 5 GB |
| Professional | 10 GB |
| Enterprise | 50 GB |
File Upload Limit
The maximum file upload size is 25 MB per file across all plans.Viewing Storage Usage
Your current storage consumption is visible in the billing dashboard:- Used — total size of all uploaded files (in GB)
- Limit — your plan’s storage cap (in GB)
- Available — remaining storage
- Percentage — usage percentage with a progress bar
Storage Recalculation
Storage usage is tracked incrementally as files are uploaded and deleted. If you notice a discrepancy, the platform can recalculate storage from the file database to ensure accuracy.Managing Your Subscription
Upgrading Your Plan
Navigate to Pricing
Click View All Plans from the billing page, or navigate to the Pricing page directly.
Choose a Plan
Review the plan comparison and select the plan that matches your needs. Click Upgrade on the desired plan.
Complete Checkout
You are redirected to the Stripe Checkout page. Enter your payment details (credit card, billing address). Stripe handles all payment processing securely.
Changing Your Payment Method
Click Manage Subscription
On the billing page, click the Manage Subscription button (or Billing Portal).
Open the Stripe Portal
You are redirected to the Stripe Customer Portal where you can:
- Update payment method — add or change your credit card
- View invoices — download PDF invoices for any billing period
- Change plan — upgrade or downgrade directly
- Update billing email — change where invoices are sent
Viewing Invoices
From the Stripe Customer Portal, access your complete invoice history:| Column | Description |
|---|---|
| Invoice ID | Stripe-generated invoice number |
| Date | Billing date |
| Amount | Charged amount with currency |
| Status | Paid, Open, or Past Due |
| Download | PDF download link |
Canceling Your Subscription
Choose Cancellation Type
| Option | What Happens |
|---|---|
| Cancel at period end | Your plan remains active until the current billing period ends, then downgrades to Free |
| Cancel immediately | Your plan downgrades to Free right now |
Reactivating a Canceled Subscription
If your subscription is set to cancel at the end of the current period, you can reactivate it before the period ends:Navigate to Billing
The billing page shows a banner: “Your subscription is scheduled to end on [date].”
Reactivation is only available for subscriptions set to cancel at period end. If you canceled immediately, you need to go through the checkout process again to subscribe.
Handling Past Due Payments
If a payment fails (e.g., expired card, insufficient funds):- Your subscription status changes to Past Due (amber badge)
- You receive an email notification from Stripe
- The platform continues to function normally during the grace period
- Stripe automatically retries the payment according to its retry schedule
- When payment succeeds, your status returns to Active
- If all retries fail, the subscription is Canceled and your plan downgrades to Free
Billing Access Control
| Role | Can View Plan | Can View Usage | Can Manage Billing | Can Change Plan |
|---|---|---|---|---|
| Admin | Yes | Yes | Yes | Yes |
| Manager | Yes | Yes | Yes | Yes |
| Contributor | — | — | — | — |
| Viewer | — | — | — | — |
FAQ
Will I lose my data if I downgrade?
Will I lose my data if I downgrade?
No. All existing data (assessments, files, comments, audit trail) is preserved when you downgrade. You may lose access to create new resources if you exceed the lower plan’s limits, but nothing is deleted.
Can I switch between monthly and yearly billing?
Can I switch between monthly and yearly billing?
Yes. Use the Stripe Customer Portal (Manage Subscription) to change your billing cycle. The change takes effect at the start of your next billing period.
Do DOCX export and AI summary limits reset automatically?
Do DOCX export and AI summary limits reset automatically?
Yes. Both counters reset to zero at the start of each billing period (monthly). There is no rollover of unused allowance.
What counts as an AI summary?
What counts as an AI summary?
Each AI-powered evidence analysis (Cortex AI validation) counts as one AI summary. The first summary per file is always free, even on the Free plan. Subsequent re-analyses of the same file count against your monthly limit.
Is there a trial period?
Is there a trial period?
The Free plan has no time limit — use it as long as you need. If you upgrade, Stripe may offer a trial period depending on the plan configuration.