A document is each financial file you upload for analysis (e.g., a financial statement in PDF/Excel). If a file is processed twice in different months, it counts as two documents.
Yes. You can upgrade or downgrade your plan whenever you need. The change will apply to your next billing cycle.
We notify you before you reach the limit. At that point, you can wait for the next cycle or upgrade your plan to continue analyzing without friction.
Yes. With the annual plan, you pay for the equivalent of 10 months (instead of 12). That is why you see the "2 Months FREE" badge.
Yes. We work with security best practices to protect your information. Additionally, you can manage multiple companies with data separation within your account.