Billing & Plans

Billing & Plans is where you manage your DayZero subscription, payment method, add-on modules, and AI usage. It shows your current plan tier (and firm tier for advisory accounts), trial status, and monthly cost breakdown. Plan and add-on changes process through Stripe Checkout and the Stripe Customer Portal, with a prorated preview before you confirm. Open Settings > Billing for solo and advisory accounts.

Key capabilities

• Plan and status hero with tier, billing status, monthly total, and next billing date
• Plan tiers: Free, Self-Directed, Fully Managed, Advisory Firm Client, Grandfathered
• Firm tiers for advisory accounts: Starter, Professional, Enterprise
• Seven add-on modules with per-module monthly pricing
• Add/Manage Payment Method via Stripe Checkout and Customer Portal
• Prorated charge preview before enabling an add-on; access until period end on removal
• Trial badge with days remaining
• Cost breakdown of base plan plus active add-ons
• AI Usage panel: requests vs limit, tokens, estimated cost, 40-day trend, top users
• Firm-wide vs this-business AI usage toggle for advisory accounts

How it works

Plan and add-on changes are priced and processed through Stripe; access reflects the resulting subscription.

flowchart TD
  page["Settings > Billing"] --> plan["Plan + status"]
  page --> addons["Add-on marketplace"]
  addons --> preview["Prorated preview"]
  preview --> confirm{"Confirm?"}
  confirm -->|"Add"| charge["Prorated charge"]
  confirm -->|"Remove"| periodEnd["Access until period end"]

How to use it

1. Open Settings > Billing to see plan, status, and monthly total.
2. Click Add Payment Method or Manage Payment Method if you have a subscription.
3. In Add-Ons, toggle a module — a prorated preview appears before you confirm.
4. Confirm to Enable & Charge or Disable Add-On (access continues until period end).
5. Review AI Usage for requests remaining, tokens, and daily trend.
6. Advisory accounts: toggle Firm-wide / This business to scope AI stats.

Pro tips

• The free trial includes all add-ons — evaluate everything, then keep only what you need.
• Disabling an add-on removes feature access but does not delete your data.
• Removing an add-on is not refunded — access runs to the end of the billing period.
• You need a payment method on file to toggle add-ons.
• Demo businesses cannot manage billing — switch to a real business or contact sales.

In-depth guide

Plan and firm tiers

Add-on modules

CFO Advisory Suite, Commerce & Inventory, QoE & Due Diligence, Tax Advisory & Compliance, Fixed Assets, AP Automation, and AI Pro — each unlocks a specific feature set listed on the add-on card.

Enabling shows the prorated charge for the remainder of the period and charges on confirmation. Disabling keeps access until period end with no refund. The AI Usage progress bar turns amber at 80% and red at 95% of the limit. Grandfathered accounts can optionally transfer to a paid plan via Stripe Checkout.