Changing Your Plan

Changing your plan

You can change your Finance Frank plan at any time from your account settings.

How to change your plan

1. Go to Settings > Billing
2. Click Change Plan
3. Select your new plan and billing period
4. Confirm the change

Upgrading (Basic to Pro)

When you upgrade:

• Your new Pro features are available immediately
• You're charged the prorated difference for the current billing period
• Your next invoice reflects the new plan price

Downgrading (Pro to Basic)

When you downgrade:

• You retain access to Pro features until the end of your current billing period
• At the end of the period, Pro-only features become unavailable
• Your data in Pro features (portfolio, documents, etc.) is preserved — it will be accessible again if you upgrade later
• Active collaborator seats are released when the downgrade takes effect

Switching billing period

You can switch between monthly and annual billing:

• Monthly to annual — you'll be charged the annual price immediately, prorated for any remaining monthly period
• Annual to monthly — takes effect at the end of your current annual period

Cancelling your subscription

1. Go to Settings > Billing
2. Click Cancel Subscription
3. Confirm the cancellation

After cancelling:

• You retain access until the end of your current billing period
• Your data is preserved if you resubscribe later
• You'll receive a confirmation email

Need help?

If you have billing questions, contact us at support@financefrank.ai.