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EIGENN.

Billing and Usage

Check the active plan, manage hosted billing, understand delegate limits, and examine workspace consumption.

Settings → Billing manages the workspace subscription experience. Settings → Usage summarizes resource consumption and gives detail exports. Billing state and feature entitlements can also restrict write operations elsewhere in the app.

Current Plans

The Billing page now shows these monthly plan cards:

PlanMonthly price shownSelected usage limits
Free$01 seat, 1 bank connection, 25 Inbox items/month, 5 invoices/month, 5 GB storage
Starter$595 seats, 2 bank connections, 50 Inbox items/month, 10 invoices/month, 10 GB storage
Pro$9916 seats, 10 bank connections, 500 Inbox items/month, 50 invoices/month, 100 GB storage
Enterprise$29936 included seats; bank, Inbox, invoice, and storage limits configured as unlimited

The pricing configuration also contains yearly prices, add-ons, and seat pricing, but the current Billing plan selector starts monthly checkout only.

Use the current Billing page and hosted checkout as the authority before you approve a purchase. Plan configuration can change independently of this documentation.

Manage the Subscription

Open the hosted billing portal

Select Manage billing to open Stripe's billing portal. Use the portal for payment methods, platform invoices, and provider-supported cancellation controls.

A workspace can have no stored Stripe customer. In that case, checkout or the portal creates or retrieves one. It uses the email context of the workspace and the current user.

Change to a paid plan

  1. Select Starter, Pro, or Enterprise.
  2. Select Select Plan.
  3. Complete the monthly hosted checkout.
  4. Return to Billing and check the Current Plan card.

The plan card selection itself does not change access. Checkout and subscription synchronization must complete.

Move to Free

  1. Select Free.
  2. Confirm the downgrade prompt.
  3. Wait for the success message.

The current cancellation action asks Stripe to cancel at the end of the billing period. It does not immediately rewrite the local plan record. The Current Plan card can stay unchanged until subscription state synchronizes.

Billing Permissions

The current web behavior is:

  • owners and members can start checkout, open the portal, and schedule cancellation
  • viewers can read Billing data but cannot do those writes
  • only owners can change billing delegates

Current billing permissions are not owner-only. We recommend that an organization that needs billing approval controls the Member role. We also recommend an internal approval process.

Billing Delegates

Owners can mark workspace members as billing delegates. Eigenn saves the selection as a workspace delegate list.

Current limitations:

  • delegate status does not grant a separate billing permission beyond the current role of the member
  • no delivery worker now reads the delegate list to send renewal reminders
  • Send Reminder shows an informational message but does not send an email

Use delegates as an administrative label today. A delegate label is not proof that the person got an alert or hosted-portal access.

Order History

Billing shows Order History for eligible workspace states. The table loads platform billing orders and invoices in pages. Customer invoices under Invoices are a different record type.

For the authoritative payment method or provider invoice, open Manage billing and compare the hosted portal.

Usage Overview

Open Settings → Usage to review:

  • Seats in use
  • Bank connections
  • Inbox items this month
  • Invoices this month
  • Storage across Vault and Inbox

Cards show the current amount, limit, percentage, a status badge, and change against the prior 30-day window when history is available. Invoice and Inbox counts reset by monthly period. Seats, connections, and storage are current workspace totals.

Owners, members, and viewers can read usage.

Usage Detail and Export

Open a usage detail action to examine item-level data and a timeline. Detail pages support CSV export with Name, Detail, Value, and Unit columns.

Available cleanup actions include:

  • Archive on a storage document
  • Remove on a bank connection

These are real workspace writes. The app describes an archive as restorable. When you remove a bank connection, Eigenn stops its sync and reduces the active connection count. Confirm the item and the workspace before you act.

Recommendations and Nudges

The page can show warnings near a limit. It can also recommend that you examine a metric or read Billing. When you select a recommendation, Eigenn opens an in-context sheet. Open full continues to the full detail page.

Warnings describe current configured limits. They do not themselves block a write. Feature and resource enforcement happens at the operation that checks the entitlement or quota.

Important Fallback State

When the usage load fails, the current page renders this fallback on purpose:

  • plan shown as Free
  • every metric shown as zero
  • every limit shown as unlimited

Do not interpret that all-zero, all-unlimited combination as a real plan change. Refresh and compare Settings → Billing. If it persists, contact support.

Invoice and Inbox activity can now trigger the fallback state even when records exist. Use provider billing and the relevant resource pages for a critical capacity decision until the Usage page returns credible values.

Billing Access Restrictions

Subscription status can permit reads and block writes. A past-due or otherwise restricted billing state can let you examine records. That state can also reject create, update, deploy, run, or delete actions.

When a write fails across many product areas:

  1. Open Settings → Billing.
  2. Check the current subscription and cancellation state.
  3. Open Manage billing and confirm the provider state.
  4. Resolve the payment or subscription issue.
  5. Reload the original page and retry once.

Troubleshoot

Manage billing returns no portal link

Retry once. If it still fails, send the workspace and exact time through Support. Do not repeatedly create checkout sessions.

The plan card did not change after checkout

Wait for subscription synchronization, then refresh Billing. Compare the hosted portal before you purchase again.

Cancellation succeeded but the plan still looks paid

Stripe schedules the cancellation for the period end. The local badge can lag provider state until synchronization.

A delegate did not get a reminder

Eigenn stores the delegate list, but reminder delivery is not implemented. Send Reminder does not send a message.

Usage shows zero and No limit everywhere

Treat it as a load failure. Refresh, check Billing, and examine the resource pages directly.

A viewer can see Billing but cannot change it

This behavior is correct. Viewers have team read access but not team write access.

Related Pages

  • Manage Security and Billing
  • Settings Overview
  • Teams and Organizations
  • Workflows
  • Invoices
  • Support

Bank Connections

Link institutions, choose accounts, check consent and sync health, and control which accounts feed Eigenn.

Budgets and Forecast

Create monthly plan targets, compare them with actuals, and model cash separately in Forecast.

On this page

Current PlansManage the SubscriptionOpen the hosted billing portalChange to a paid planMove to FreeBilling PermissionsBilling DelegatesOrder HistoryUsage OverviewUsage Detail and ExportRecommendations and NudgesImportant Fallback StateBilling Access RestrictionsTroubleshootManage billing returns no portal linkThe plan card did not change after checkoutCancellation succeeded but the plan still looks paidA delegate did not get a reminderUsage shows zero and No limit everywhereA viewer can see Billing but cannot change itRelated Pages

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Overview
Overview
OverviewAccount PreferencesAssistant AutomationAssistant Command CenterBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionDocument VaultFinancial Analytics and ReportsFinancial OverviewInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewReceivablesReceivables AnalyticsReceivables ControlsSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow PausesWorkflowsWorkspace Inbox and Approvals
OverviewBuild and Review a ForecastBuild Your First WorkflowConfigure Assistant OperationsConfigure Notifications and BrandingConfigure Receivables ControlsConnect Transaction RecordsCreate and Manage CustomersCreate and Send InvoicesDeveloper API SetupFirst Cash ReviewInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsReview a Customer Finance RecordRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Your First Command Center ReviewSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API Status
Overview
Overview