Start your free trial
When you sign up, cfo.ai shows the plans before your workspace opens. The page reads Try cfo.ai free for 14 days.1
Choose monthly or annual billing
Use the Monthly and Annual switch above the plans. The plans open on Annual, and the switch names the saving annual billing gives you.
2
Start the trial
On the plan you want, select Start free trial. Starting a plan means you agree to the Standard Terms and Conditions and acknowledge the Privacy Policy; see Privacy, security, and legal documents.
3
Add a card
In Add a payment method, enter your card and select Save payment method. A card is required to start the trial, and nothing is charged today. The dialog names the date to cancel by if you do not want to be charged.
What happens when the trial ends
Your paid plan starts by itself on the day the trial ends, and cfo.ai charges the card on file. You do not need to do anything to keep your plan. To see the date and the amount, open Settings → Billing: under Current plan it reads You will be charged [amount] when your trial ends on [date]. Three days before the end, a notice above your workspace says when the paid subscription starts. To end the trial without being charged, cancel before that day; see Cancel your subscription or delete your data.Start your paid plan before the trial ends
You can start the paid plan early once the workspace has used all the AI usage included with the trial. Until then there is nothing to start: the plan begins on its own when the trial ends. When the trial’s usage is used up, Start paid plan appears in a notice above your workspace, next to your plan in Settings → Billing, and in Settings → Usage. In a chat, the usage panel above the message box offers Start plan & save.1
Start it
Select Start paid plan.
2
Confirm
The dialog Start paid plan now? explains the change. Select Start followed by your plan’s name and now.
Change your plan or switch between monthly and annual
Open Settings → Billing and select Change next to your plan. Pick monthly or annual billing with the switch, select Switch to followed by the plan’s name, and confirm in Confirm plan change. The dialog shows what you will be charged and when, before anything happens:
While a change is scheduled, Keep followed by your plan’s name calls it off. You cannot move to a higher plan and change between monthly and annual billing in one step; the plan card says which to do first. A plan with fewer integration slots than you use is unavailable until you disconnect some, and the card says how many. For every message, see Plans and billing.