Billing and Plans

Available plans

Finalizo offers three plans:

**Free** — Best for trying Finalizo or for occasional projects. Includes up to 3 active packs, access to all core sections (credentials, support boundary, sign-off), and standard email delivery. No credit card required.

**Pro (£19/month)** — Best for freelancers with a regular client flow. Unlimited packs, custom branding (your logo and colours on the client-facing page), PDF exports, Zapier integration, and priority email support.

**Agency (£49/month)** — Best for small teams or agencies handling multiple projects simultaneously. Everything in Pro, plus team member seats, API access, webhooks, white-label client pages (no Finalizo branding), and a dedicated partner contact.

All plans include the full handover pack builder, credential encryption, digital sign-off, and completion certificates.

Changing your plan

You can upgrade or downgrade your plan at any time from **Settings → Billing**.

**Upgrading:** Takes effect immediately. You are charged a prorated amount for the remainder of the current billing period.

**Downgrading:** Takes effect at the end of your current billing period. You keep Pro or Agency features until that date. If you downgrade from Agency to Pro and have more than 3 team members, additional seats are removed from the account at the billing date — the account owner remains and can re-invite members if you later upgrade again.

Annual billing

Choosing annual billing gives you two months free compared to monthly billing. You can switch to annual from **Settings → Billing → Switch to annual**. The full year is charged upfront and is non-refundable once the billing period begins.

Payment methods

Finalizo uses Stripe for all payments. Accepted payment methods include:

• Visa, Mastercard, American Express
• UK direct debit (BACS) via Stripe
• Stripe Link (saved payment details)

All transactions are processed in GBP. If your card is billed in a different currency, your card provider applies their standard conversion rate.

Invoices and receipts

Invoices are emailed automatically after each successful charge and are also available in **Settings → Billing → Invoice history**. Each invoice includes your registered business name and address if you have entered these under **Settings → Account**. VAT is added for UK-based accounts where applicable.

If you need a specific invoice format for accounting purposes, email [billing@finalizo.com](mailto:billing@finalizo.com).

Cancelling your subscription

You can cancel at any time from **Settings → Billing → Cancel subscription**. After cancellation:

• Your plan remains active until the end of the current billing period
• Your packs, projects, and sign-off records remain accessible in read-only mode
• You will not be charged again
• You can reactivate at any time and all your data will be intact

Finalizo does not offer refunds for partial billing periods, but we will always handle edge cases fairly — if you have a billing concern, email [billing@finalizo.com](mailto:billing@finalizo.com) and a real person will respond.

Free trial

New Pro and Agency sign-ups include a 14-day free trial with full access to all features. No credit card is required to start the trial. You will receive a reminder email three days before the trial ends.

If you were referred by a Finalizo affiliate, you may have access to an extended trial — the link from your referrer will apply this automatically.

Team seats (Agency plan)

The Agency plan includes 3 team member seats by default. Additional seats can be added from **Settings → Team** at £8/month per additional seat. Team members can create and manage packs but cannot access billing settings or delete the workspace.

← Back to Help Centre