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SettingsBilling & Subscription

Billing & Subscription

Manage your Tallie subscription, view your AI token usage, and update your payment method. This page explains everything about Tallie’s plans and billing.

What You’ll Learn

  • Understanding Tallie’s subscription plans
  • Checking your current plan status
  • Managing AI token usage
  • Updating your payment method
  • Upgrading or changing your plan

Accessing Billing

  1. Click Settings in the sidebar
  2. Click the Billing link, or navigate to /settings/billing

Your Current Plan

The billing page shows your active subscription:

Plan Status

  • Active - Your subscription is current and working
  • Trial - You’re in a free trial period
  • Past Due - Payment failed, needs attention
  • Canceled - Subscription ended (access continues until period ends)
  • Expired - No active subscription

Renewal Date

If you have an active subscription, you’ll see when it renews. If you’ve canceled, it shows when access ends.

Tallie Plans

Starter Plan

Perfect for solo contractors getting started:

  • 1 million AI tokens per month
  • 10 Before & After previews per month
  • All core features included
  • 1 user seat
  • Email and chat support

Pricing:

  • $29/month (monthly billing)
  • $288/year ($24/month, save 17%)

Pro Plan

For growing businesses that need more power:

  • Unlimited AI tokens
  • Unlimited Before & After previews (fair use)
  • All Starter features plus:
  • Team management with multiple seats
  • Advanced features
  • Priority support

Pricing:

  • $79/month (monthly billing)
  • $792/year ($66/month, save 17%)

Lifetime Access

Some early supporters have lifetime access. If you see a crown icon and “Lifetime Access” message, you have unlimited access to all features with no monthly payments.

AI Token Usage

Tallie uses AI tokens when you:

  • Generate estimates with AI
  • Use the chat assistant
  • Create project descriptions
  • Auto-fill client information

Checking Your Usage

The AI Token Usage card shows:

  • How many tokens you’ve used this month
  • Your monthly limit (Starter) or “unlimited” (Pro)
  • A progress bar showing usage percentage

What Happens When You Run Out?

Starter plans: When you hit your limit, AI features pause until your next billing cycle. You can upgrade to Pro for unlimited tokens.

Pro plans: You have unlimited tokens, so this isn’t a concern.

When Do Tokens Reset?

Tokens reset on your billing date each month. For example, if you subscribed on the 15th, your tokens reset on the 15th of each month.

Before & After Previews

Before & After previews are counted separately from AI tokens:

  • Trial: 3 previews total
  • Starter: 10 previews per month
  • Pro: Unlimited, subject to fair use

A preview is counted per estimate, not per image. Once a preview is open on an estimate you get up to 10 versions on it, and regenerating never costs another preview. Previews are pooled across everyone on your account — extra Pro seats don’t add more — and reset on your billing date each month, same as tokens.

When you’ve used your monthly previews, you can keep using every other part of Tallie; the panel tells you the date they reset.

See Before & After Previews for how to create one.

Managing Your Subscription

Upgrading Your Plan

To move from Starter to Pro or from Trial to a paid plan:

  1. Go to the Billing page
  2. Find the plan you want under “Choose a Plan”
  3. Click Subscribe Monthly or Subscribe Annually
  4. Complete checkout through Stripe

Annual billing saves you about 17% compared to monthly.

Changing Payment Method

  1. Click Manage Subscription or Update Payment Method
  2. You’ll be taken to Stripe’s secure billing portal
  3. Update your card details
  4. Changes apply immediately

Viewing Billing History

  1. Click Manage Subscription
  2. In the Stripe portal, view your invoice history
  3. Download invoices for your records

Canceling Your Subscription

  1. Click Manage Subscription
  2. In the Stripe portal, choose to cancel
  3. You’ll keep access until the end of your billing period
  4. No partial refunds are given

After cancellation:

  • You can still use Tallie until the period ends
  • AI features will stop working after expiration
  • Your data remains saved
  • You can resubscribe at any time

Subscription Alerts

Tallie shows alerts when action is needed:

Trial Ending Soon

Shows how many days remain in your trial. Subscribe before it ends to keep using AI features.

Payment Past Due

Your payment failed. Update your payment method to restore access.

Subscription Expired

Your subscription has ended. Subscribe to regain access to AI features.

Syncing Issues

If your subscription status seems wrong:

  1. Click the refresh icon next to “Manage Subscription”
  2. Tallie will sync with Stripe to get the latest status
  3. Wait a few seconds for the update

This can help if:

  • You just subscribed but still see “Trial”
  • You updated payment but still see “Past Due”
  • Status doesn’t match what you expect

Frequently Asked Questions

Can I switch from monthly to annual billing?

Yes. In the Stripe portal, you can change your billing cycle. You’ll receive a prorated credit for your unused monthly time.

What happens to my data if I cancel?

Your data is kept safe. If you resubscribe, everything will be there waiting for you.

Do you offer refunds?

We don’t offer refunds for partial months. If you’re unhappy with Tallie, contact support and we’ll work with you.

Can I pause my subscription?

Currently, you can only cancel. If you need a temporary pause, contact support for options.

What payment methods do you accept?

We accept all major credit cards through Stripe: Visa, Mastercard, American Express, and Discover.

Tips

  • Choose annual billing - Save about 17% compared to monthly
  • Monitor your tokens - If you’re regularly hitting limits, consider upgrading
  • Keep payment info current - Avoid service interruptions from failed payments
  • Download invoices - Keep them for tax and expense tracking
Last updated on
Team Management