Help Centre

Account & Settings

Billing and plans

Plans, seats, invoices and add-ons, on the Billing tab. Owners and Admins only.

Your plan sets the seats, the active projects, the stakeholder capacity and the monthly allowances for AI features and meeting capture. Allowances grow with each project you hold and are shared across your account. Billing shows your plan, your projects and your seats.

Payment is handled by our payment provider, which issues the invoices and handles tax. Changing plan takes effect immediately; where you are mid-trial, billing starts when the trial ends and you can cancel before then.

Every plan can be billed monthly or annually. Annual billing is ten times the monthly price, so two months free. On a monthly Independent plan, Account Hold keeps your account and its data for a small monthly fee in the gaps between engagements.

Account & Settings

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