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Pricing You Can Predict, on Plans That Match How You Work

We've rebuilt the way FolioReady is priced. Sign up and you get a free trial — no card, no commitment — to see how the product fits your day. When you're ready to subscribe, pick from four plans sized to how many folios you process and how much AI you lean on. Everything you use is metered against your plan, visible on your dashboard, and capped at a spend limit you choose.

What's New

A free trial when you sign up

New accounts start with a 30-day free trial on Essential allowances — 100 credits and 25,000 tokens to play with. The full product is open the whole way through: every template, every AI feature, every integration. No card up front. When the trial ends, your client portal politely pauses uploads until you pick a plan, but everything you've built sticks around. The day you subscribe, your meters reset and the new plan's allowances kick in immediately.

Four plans built around your volume

Essential, Pro, Power, and Max — each comes with its own monthly allowance of credits (the unit that covers folio processing) and tokens (the unit that covers AI features like insights and field extraction). If your numbers are bigger than Max, Enterprise is a contact-sales tier with allowances set by your contract.

Plan Credits / month Tokens / month
Essential 100 25,000
Pro 500 500,000
Power 2,500 3,000,000
Max 10,000 10,000,000
Enterprise by contract by contract

A Usage dashboard you can actually read

A new Usage page under Company shows your credits and tokens for the current cycle as live meters: how much you've used, how much is left, what each event cost. Hover any event in the list to see whether it consumed credits, tokens, or both.

Auto-reload, so a busy week doesn't stop you

Set a threshold and a top-up amount for credits and tokens independently — when your balance drops past the threshold, FolioReady tops you up automatically and adds the charge to your next invoice. Turn it off and you'll just see overage at cycle end instead.

A monthly spend limit you control

Cap how much you'll spend on top-ups in a billing cycle. If you've consumed everything in the cap and auto-reload would push you past it, the top-up doesn't fire and processing pauses until the next cycle or until you raise the limit.

Bring-your-own-key discount on Power and Max

If you're already using Bring Your Own AI Keys, your AI calls run through your own provider account — so the AI portion of your FolioReady plan is doing less work. To reflect that, Power gets a 15% discount and Max gets a 20% discount as long as your BYO credentials are active. Remove the credentials and the discount comes off automatically at the next cycle.

Close your account on your own terms

A new Account Close option in Company settings lets you wind down without emailing support. Close from the screen and your account flips to a closed state, your client portal stops accepting new uploads, and you're signed out a few seconds later.

How to Use It

  1. Sign up — your free trial starts immediately
  2. Try the product — every feature is open during the trial
  3. Pick a plan at /home/pricing when you're ready to subscribe
  4. Configure auto-reload and your spend limit under Company → Usage → Configure so a busy stretch doesn't surprise you
  5. Watch the meters on Company → Usage to see how the workload tracks against your plan

What's Improved

A new pricing page

The marketing pricing page has been rebuilt around the four plans, with the Enterprise contact card alongside the self-serve tiers and the BYO discounts called out where they apply.

A clearer billing area

The Company → Billing page is rewritten to fit the new catalogue — your active plan, what's billing next cycle, and the controls for upgrading or downgrading. If BYO credentials are active and you try to downgrade off a plan that supports the BYO discount, the page tells you up front instead of letting the change fail later.

Storage quotas you can see

Each plan now includes a storage allowance for files synced into Dropbox or Google Drive. The Usage page shows where you sit against the cap, and uploads are gracefully blocked when you'd run past it — with a clear explanation, not a generic error.