All docs
Getting started
Plans: Free, Pro, and premium modules
What each plan includes and when to upgrade.
Free includes 3 seats, the core modules (tasks, clients, documents, finance), and 500 AI credits per workspace each month.
Pro is billed per seat, monthly or annually (annual gets two months free). It adds custom roles and permissions, CRM automation workflows, equity vesting, and 5000 AI credits per paid seat each month.
Premium modules are flat-price add-ons for Pro workspaces, like the encrypted Vault. Browse them in Settings, Modules.
Manage all of this from the Billing page: seats, plan, payment method, and invoices. Your billing portal handles card changes and cancellations.