Packages & usage
Credits, what they cost and where you see your consumption.
AI-assisted processing (reading documents, research, chat) is measured in credits. Your package includes a monthly amount.
What costs credits
| Action | Credits |
|---|---|
| Reading a document, per pass (overview, company, capital account, capital call, Word, Excel) | 1 |
| PDF conversion | free up to 10 pages, then 1 per started 100 pages |
| Reading a receipt or invoice, repayment schedule | 1 |
| Research on a company, market or fund family, Suggest from the web | 2 |
| Chat answer | 0.05 (a little more for very long chats) |
| Chat titles, summaries, news check, inbox sorting | 0 |
Rough guide: a 20-page capital account statement costs about 3 credits, a 170-page quarterly report about 5.
With your own AI key, AI calls use no credits.
See your consumption
- Quick look: click the team name at the top of the sidebar to see Usage, the credits left and the days until they reset.
- Details: SettingsUsage (Owners and Team Admins) with six months of history, broken down by feature.
Resets and limits
- Included credits reset on the 1st of every month. Unused credits expire.
- Under Extra credits you allow you set how much may be used beyond that, or ask for more with Ask for a higher ceiling.
- When all credits are used up, uploads and AI features stop until the next month or until more credits are approved. Your data stays readable.
Packages and billing
Owners and Team Admins see your current package and possible upgrades under SettingsPackages, and contracts and invoices under SettingsBilling.