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Your account and plan
Plans, payment, company settings and your data.
Plans and what they include
You can start free and upgrade when you need more.
- Starter (free): one model built step by step, with the full monthly statements.
- Founder: unlimited models, sharing with investors, Excel download and import, quick drafts and idea checks.
- Investor: everything in Founder, plus the X-ray on shared models and uploaded spreadsheets.
- Team: everything in Investor for your whole firm, with client companies, client logins and your own branding.
- See pricing for current prices and limits.
Why it matters
Viewing a model someone shared with you is always free. You only pay for what you build or check yourself.
Change plan or update payment details
Change whenever you like.
- Open Plan & usage from the menu under your initials and click Change plan.
- Got a discount code? Enter it under Have a code? and click Apply before you choose a plan. It works when you start a paid plan, not on a plan you already pay for.
- Pick the new plan. Moving between paid plans takes effect straight away, adjusted for the time left.
- Moving to Starter cancels at the end of the period you've paid for.
- Cards and invoices are under Billing and invoices.
Why it matters
No contracts and no surprises. You only pay for the plan you're on, and you keep your models if you move down. With a code that gives free days, your card is still taken, so remember to cancel before the free days end if you don't want to carry on.
Company settings
Defaults for every new model.
- Open Company & tax settings from the menu under your initials.
- Set your country, and US state or EU member state if it applies, plus any tax details that differ from the standard ones.
- New models copy these settings. Existing models keep their own.
Why it matters
You set the tax rules once, rather than every time you start a model.
Download or delete your account
Your data is yours.
- Open Account & security from the menu under your initials and choose Download or delete account.
- Download my data gives you a file with your personal data.
- Delete removes your account and everything you own. Any paid subscription is cancelled first. This can't be undone.
Why it matters
You can leave whenever you want and take your information with you. See our privacy policy for what we keep and why.