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Getting Started

Free plan vs paid plans

What the free plan includes, how usage limits work, and how to upgrade when you're ready.

Overview

Numezis has no trial. The free Starter plan is a permanent plan: it gives you the full product — every module, the same AI, the same quality as paid plans — with usage limits. You upgrade when you need more volume or more seats, the way you subscribe to a service like ChatGPT or Claude. There are no surprise bills: exceeding a limit never charges you automatically.

What differs between plans

All plans include all modules and features. Only usage limits differ:

  • Automated volume (documents processed, AI actions) — the main reason to upgrade.
  • Seats — the team-size gate.
  • Scale limits (records, storage) stay generous and never block an import.

Where in the app

  • Tenant → Billing/t/settings/billing
  • Usage/t/settings/billing/usage (a usage meter shows where you stand)

Step-by-step

  1. Review your plan and usage in Settings → Billing. (Expected: plan name, usage meter, payment method state.) (UAT-T-BILLING-001)
  2. As you approach a limit, a calm notice appears (no countdown, no pressure). (UAT-T-BILLING-001)
  3. When you reach a limit, a small grace buffer keeps you from being blocked mid-task. (UAT-T-BILLING-001)
  4. To scale up, upgrade your plan (one-click Stripe checkout) — or, for AI, buy a credit top-up pack. (UAT-T-BILLING-001)
  5. If your billing is managed by a partner (fiduciary), the upgrade routes to them instead of self-serve checkout. (UAT-T-BILLING-001)
  6. After upgrade, confirm writes succeed and review the audit trail on the record. (UAT-T-BILLING-001)

Permissions and modules

Billing (billing.stripe-subscription); tenant admin for subscription changes.