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How to Change or Manage Your Subscription Plan in Tofu

Update billing details, change plans, cancel your subscription or download invoices. Owner or Billing access required.

Written by Reth Sabay
Updated over a week ago

Important: This is a non-prorated subscription. We do this to keep the billing cycle aligned with your organization’s usage limits, since entry and entity counts reset on the 1st of each month.

Usage limits and entries

  • An entry is counted only when a document successfully completes extraction for the first time.

  • Bank Statements are counted by page: 1 extracted page = 1 entry

  • Re‑extracting the same document does not count as a new entry.

  • Documents in Pending, Error, or Limit Reached status do not count as entries.

When you hit your monthly limit

  • New uploads may be held with a status like Limit Reached and won’t proceed to extraction.

  • You can continue reviewing and working on already extracted documents.

  • Limits reset on the 1st of each month, or you can upgrade to resume immediately.

To resume processing right away:

Go to Billing → Manage Subscription and upgrade your plan.


Step 1: Go to the Billing Section

You can access your billing information in two ways:

From the Summary tab:

  • Click Overview, then go to Billing.

OR

From the Settings tab:

  • Click Billing directly.

Then, click the Manage Subscription button.


Step 2: Manage Your Subscription

In the Manage Subscription view, you can:

Update your payment method


Edit billing information


View invoice history

Automatic Invoice & Receipt Emails

Tofu now sends invoice/receipt emails automatically to your organization’s registered billing email on the charge date.

If you didn’t receive it:

  • Check your spam/junk folder, and allow list Tofu emails if needed.

  • Confirm your billing email under Manage Subscription → Edit billing information.


Download your subscription invoice

  • In the Invoice History section, select your relevant invoice and click Download Invoice to save a PDF copy.


Choose or change your subscription plan

  • You can select monthly or annual billing when subscribing or updating your plan.

Notes:

  • If you're upgrading, the change takes effect immediately, and will just pay the price difference between plans for that month.

  • If you're downgrading, the change will apply starting on your next billing cycle.


Billing cycle and plan changes

  • If you switch from a monthly plan to an annual plan, the annual subscription will take effect based on the billing terms shown in the Billing Portal.

  • If you switch from an annual plan to a monthly plan, your annual subscription will remain active until the end of the current billing term. After that, it will automatically switch to monthly billing.

  • Annual plans are billed upfront.

Annual plans:

Monthly plans:


Cancel your subscription

  • Your subscription will remain active until the end of the current billing period.

  • It will not automatically renew, and access will end after the period expires.

  • You can revoke the cancellation anytime by clicking "Don't cancel subscription."

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