Documentation/ Getting started/ Free trial for businesses
Free trial for businesses
Fourteen days and twenty credits, on your own documents. On a business account the unit is the page processed: every page of every document costs one credit.
On an accountancy practice account the unit is the invoice rather than the page, and the advice on uploading is the opposite. See Free trial for accountancy practices.
On this page
Starting the trial
You choose the trial while signing up, at the plan step, instead of subscribing straight away. The terms are shown before you confirm.
No card and no other payment details are needed to start.
How credits are used up
The trial starts with twenty credits, and one credit is one page processed. It makes no difference what kind of document it is or what format the file is in.
Documents with several pages. A ten-page document costs ten credits. Before you process anything, use the upload screen to drop the pages that carry nothing useful: cover sheets, terms and conditions, annexes and blank pages. Over a trial, that difference decides how much you get to test.
How to pick pages is covered in the section on uploading documents.
What you can use
- Uploading and processing documents with AI and OCR.
- Reviewing and exporting the data that comes out.
- Consolidation and everything else included in the plan you chose.
- Creating nominal accounts.
What is limited
| Limit | What it means |
|---|---|
| Users | One. You cannot add more during the trial. |
| Email connections | Not available. Uploading is done by hand. |
| Recipe costing with AI | Capped at a maximum. |
| Extra credits | Not available during the trial. |
Keeping an eye on what is left
Throughout the trial the application keeps showing the days left and the credits left, with two buttons beside them: Activate now, which moves you onto the paid plan there and then, and View plan, which opens the plan and usage screen.
The first time you sign in you also get a welcome message with a summary of the terms.
When the fortnight is up
After fourteen days there are two endings, depending on what the account has done:
- With no card, the account stops. Nothing is charged. Signing in brings up a notice saying the trial is over, with a button to write to support and start the subscription.
- With a card on file, the plan you chose starts and is charged. That happens if you activated the plan during the trial. There is no minimum term; if you cancel later, the standard contract terms apply.
To start the plan before the fourteen days are up, use the button in the application itself: it takes you to the payment screen, and the charge goes through once the card is saved.
Cancelling the trial locks the account straight away, and for good. You will not be able to sign in with it again. If all you want is to stop, there is no need to cancel: with no card, the trial stops by itself once the fourteen days are up.
Running out of credits
Once the credits are gone the system stops processing new documents and tells you so. From that message you can start the plan immediately rather than waiting for the fortnight to end.
In a group of companies, the plan and the allowance sit with the parent company, so whoever administers the main account is the one who has to activate it.
One trial per company
A company gets one trial only. A second attempt is turned down during sign-up itself, before anything is created, with a note to subscribe to a plan instead. Nothing is charged for the attempt.
The notice comes at one of two moments: when the email is checked, saying that email has already had the trial, or when the company details are confirmed, saying the company has already used it. In the second case it does not say which detail matched.