ISMS Copilot Docs

Manage subscription and billing

Choose a plan, upgrade through Stripe checkout, open the customer portal, update payment methods, download invoices, or cancel. Cancel anytime; access continues to the end of the billing period.

Cancel anytime. When you cancel, paid access continues until the end of your current billing period. No immediate cutoff, no prorated refund.

Use this guide to pick a plan, upgrade through checkout, and manage billing in the Stripe customer portal.

You can move between plans, update your payment method, download invoices, or cancel at any time. For full policy details, see Cancellation and Refund Policy.

Compare plans

Self-serve sold lineup (matches app upgrade dialog PLANS_V2; live checkout is authoritative for currency):

PlanBest forCredits / 4h sessionFile uploads / monthTypical price
FreeTrying the product1010Free
PlusDaily compliance work50500 fair use$20/mo or $200/yr
StandardGrowing multi-framework teams100500 fair use$40/mo or $400/yr
ProHeavy workloads250500 fair use$100/mo or $1,000/yr
BusinessMaximum self-serve capacity500500 fair use$200/mo or $2,000/yr

Essential is grandfathered only (25 credits/session, Think available, no Beyond / web research by default). It is not sold as a new self-serve plan in the current upgrade grid.

All paid plans cancel anytime. If you keep an active subscription to preserve older pricing, see Price protection for existing customers.

Full feature matrix (Think, Beyond, trial): Subscription plans and pricing.

Upgrade your plan

  1. In the app, open Upgrade your plan (top bar or limit card).
  2. Review plans and choose monthly or annual billing.
  3. Select the plan you want.
  4. Complete payment in Stripe Checkout.
  5. Your account updates to the new plan after payment succeeds.

Eligible free accounts can also start a 7-day Plus trial (no card) from the app.

If you hit a Free plan usage limit, the upgrade dialog can open automatically.

Teams billing

If you use Teams, billing can be tied to your team subscription. Team owners manage the billing portal for the team subscription; seat count can change as members join or leave.

Open the customer portal

  1. Click your profile avatar (top right).
  2. Select Manage Subscription.
  3. The Stripe customer portal opens in a new tab.

Update your payment method

  1. Open Manage Subscription.
  2. In the portal, go to Payment methods.
  3. Add or replace a card and save.

If a payment fails, update the method promptly to avoid interruption.

Download invoices

  1. Open Manage Subscription.
  2. Open Invoices.
  3. Download the PDF you need.

Change plans or billing cycle

  1. Open Manage Subscription.
  2. Choose the option to change your subscription.
  3. Select a different plan or switch monthly/annual.
  4. Confirm in the portal.

Timing follows what Stripe shows during the change.

Cancel your subscription

  1. Open Manage Subscription.
  2. Choose Cancel subscription and confirm.

Access stays active until the end of the current billing period. ISMS Copilot does not provide prorated refunds for cancellations. See Cancellation and Refund Policy.

What to do next

On this page

Compare plansUpgrade your planTeams billingOpen the customer portalUpdate your payment methodDownload invoicesChange plans or billing cycleCancel your subscriptionWhat to do next