Managing Your Subscription

Upgrade, downgrade, cancel, or reactivate your Better Analyst plan. Manage payment methods, view invoices, and handle billing changes.

Learn how to manage your Better Analyst subscription, update payment methods, and handle billing changes.

Accessing Billing

  1. Click your profile icon in the sidebar
  2. Select Billing
  3. Or navigate directly to /dashboard/billing

Subscription Overview

Your billing page shows:

  • Current plan name
  • Billing cycle (monthly or annual)
  • Next billing date
  • Payment method on file
  • Usage statistics

Upgrading Your Plan

When to Upgrade

  • Running out of Free messages or AI credits
  • Need more data connectors
  • Want scheduled tasks, alerts, or Data Flows
  • Need a shared workspace, free viewers, or embedding

How to Upgrade

  1. Go to Billing
  2. Click Upgrade or Change Plan
  3. Select your new plan
  4. Confirm the change
  5. Access new features immediately

Prorated Billing

When upgrading mid-cycle:

  • You're charged the difference immediately
  • New limits apply right away
  • Billing date stays the same

Downgrading Your Plan

Before Downgrading

Check that your usage fits the new plan:

  • Number of connectors
  • Storage used
  • Task count

You may need to remove items to fit within new limits.

How to Downgrade

  1. Go to Billing
  2. Click Change Plan
  3. Select a lower tier
  4. Confirm the change

When It Takes Effect

  • Downgrade happens at the end of current billing cycle
  • Keep current features until then
  • New limits apply at renewal

You won't lose data when downgrading. You just won't be able to add more if you're over the new limits.

Payment Methods

Adding a Card

  1. Go to Billing
  2. Click Update Payment Method
  3. Enter card details
  4. Save

Updating a Card

  1. Go to Billing
  2. Click Update Payment Method
  3. Enter new card details
  4. Old card is replaced

Supported Methods

  • Visa
  • Mastercard
  • American Express
  • Discover

Billing Portal

Access the full billing portal to:

  • View invoice history
  • Download receipts
  • Update billing address
  • Manage tax information

Click Manage Billing in your billing settings.

Invoices & Receipts

Viewing Invoices

  1. Go to Billing
  2. Click Billing History or Manage Billing
  3. View or download invoices

Invoice Contents

  • Service period
  • Plan name
  • Amount charged
  • Payment method
  • Tax information (if applicable)

Requesting Receipts

Receipts are automatically emailed after each charge. You can also download them from the billing portal.

Canceling Your Subscription

Pausing Instead

On any paid plan billed monthly, when you start cancelling in Billing you can pause for 1–3 months instead. Annual plans can't pause, because they're already paid ahead. You aren't charged while the subscription is paused, your work stays where it is, and billing resumes when the pause ends.

How to Cancel

  1. Go to Billing
  2. Click Cancel Subscription
  3. Confirm cancellation

What Happens

  • Access continues until the end of the billing period
  • When the period ends you move to the Free plan. Free keeps chats for 60 days after your last activity in them and uploaded files for 60 days after upload; older ones are deleted
  • You can reactivate anytime

Reactivating

  1. Go to Billing
  2. Click Reactivate
  3. Choose a plan
  4. Enter payment method

If You're on an Older Plan

If you subscribed to Starter, Max, Business, or Embed before November 2026, you keep your plan at the price you pay today for as long as your subscription stays active. Nobody is moved to a new plan automatically.

Max and Business now count bulk work in AI credits instead of AI Actions. They keep at least the allowance they had. A PDF page is still 10 credits, and a research report is 20 instead of 50.

  • Max includes everything in Pro, and keeps any limits that were already higher than Pro's. It includes 5,000 AI credits per person a month; Max (Legacy) keeps at least as many AI credits as it had AI Actions.
  • Business includes everything in Team, plus SSO, SCIM, and the full audit log, with 15,000 AI credits per person a month, shared across the team. Embedded chat keeps its per-user pricing.
  • Starter keeps its features and AI Actions, and can switch to Pro from the Pricing page. Before you confirm, you'll see what you get and anything you'd lose.
  • Embed is an end-user plan for embedded chat. It keeps its features and AI Actions.

Older plans aren't offered at checkout, so once you switch you can't choose them again.

Billing Cycles

Monthly Billing

  • Charged on the same date each month
  • Renews automatically
  • Cancel anytime

Annual Billing

  • Charged once per year
  • Discounted rate
  • Cancel anytime; refunds follow our refund policy

Changing Cycles

Switch between monthly and annual:

  1. Go to Billing
  2. Select the new billing frequency
  3. Price adjusts accordingly

Failed Payments

What Happens

  1. First attempt fails
  2. Email notification sent
  3. Retry in 3 days
  4. Account limited after multiple failures

Fixing Failed Payments

  1. Update your payment method
  2. Or contact your bank
  3. Payment retries automatically

Avoiding Disruption

  • Keep payment method current
  • Update expiring cards proactively
  • Monitor billing emails

Refunds

Refund Policy

  • Monthly and annual plans: refund requests are accepted within 30 calendar days of the most recent payment.
  • Usage limit: accounts are eligible only if they have used fewer than 50 total billable messages or requests (or AI Actions, on Starter and Embed) since that payment.
  • Exceptions: refunds may still be issued for duplicate charges, billing errors, account migration issues, persistent platform defects caused by Better Analyst, or where required by applicable law.

Requesting a Refund

  1. Email hello@betteranalyst.com from the email address associated with your account.
  2. Include the charge date, account email, and reason for the request.
  3. Eligible refunds are issued to the original payment method.
  4. Refunds typically take 5-10 business days to appear, depending on the payment provider.

Tax Information

Tax Exemption

If your organization is tax-exempt:

  1. Go to billing portal
  2. Add tax exemption details
  3. Upload documentation

VAT (EU Customers)

EU businesses can provide VAT ID:

  1. Go to billing portal
  2. Add VAT number
  3. VAT is removed from invoices

Troubleshooting

Payment Declined

  • Verify card details are correct
  • Check for sufficient funds
  • Contact your bank about blocks
  • Try a different card

Wrong Amount Charged

  • Check for prorated charges from upgrades
  • Review invoice details
  • Contact support if discrepancy

Can't Access Features

  • Verify payment processed successfully
  • Check you're on the correct plan
  • Refresh your browser
  • Contact support if issues persist

Next Steps