Billing tab: current plan, usage meters, and upgrade cards.
When to use this page
- See which plan your workspace is on and whether you’re in trial
- Check if you’re over limit on integrations or other meters
- Upgrade or open Manage Billing (Stripe) for invoices and payment method
Plans
Each plan card on the Billing tab lists marketing features with tooltips. Exact caps (integrations, documents, etc.) appear in the usage meters below your current plan badge.
Self-serve vs Enterprise
- Starter, Growth, Scale — upgrade via Upgrade buttons (Stripe Checkout)
- Enterprise — Contact us / sales; not self-serve in the app
Trial
New workspaces may start on a trial of a paid tier. When the trial ends, features may lock until you add a payment method or choose a plan.Usage limits
Below your plan badge, usage meters show consumption vs limit:Caps by plan
Documents reset on the 1st of each month. SaaS spend is based on charges from the last 30 days.
- Over limit badges appear when you’ve exceeded a cap.
- Unlimited meters show no progress bar.
- When integrations are at capacity, Connect on new integrations is blocked until you upgrade or remove a connection.
Manage Billing (Stripe)
Click Manage Billing to open the Stripe Customer Portal in a new tab:- Update payment method
- Download ClearSpend subscription invoices
- Review billing history
Stripe Customer Portal: add or update your payment method for ClearSpend AI.
Where to upgrade
Where to upgrade: go to Settings and Billing.
Only Owners can start upgrades and open Manage Billing. Admins have read-only access to the Billing tab.
Something wrong?
The user menu in the sidebar also links to Profile, Settings, Billing, Notifications, and Log out.