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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

Important: This is a non-prorated subscription. Your AI extraction credit and entity usage limits are pooled for your full annual term.

Usage limits and AI extraction credits

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

  • Bank Statements are counted by page: 1 extracted page = 1 AI extraction credit.

  • Re‑extracting the same document does not count as a new AI extraction credit.

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

  • Your AI extraction credit and entity limits are shared across your full annual term. Once you've used your full allotment, new extractions are held until your next renewal, 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 Billing

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

From here you can:

Update your payment method


Edit billing information


View and download invoices

Notes:

  • Tofu automatically emails invoices and receipts to your billing email on the charge date. If you don't see one, check spam and confirm your billing email under Edit billing information.

  • Need a correction on an invoice you've already received? Send your request to our support team, and it will take 30-45 business days to process.


Choose or change your subscription plan

  • You can select your subscription plan when subscribing or updating.

  • Annual plans are billed upfront.

  • Upgrading takes effect immediately — you'll pay the price difference for the remainder of your term.

  • Downgrading takes effect at your next renewal.

For current pricing, check Tofu's pricing page at https://www.gotofu.com/pricing


Cancel your subscription

Go to Billing and click Cancel Subscription. You'll go through two quick steps:

  • Offer step — You'll have the option to book a call with the Tofu team to discuss your situation. If you'd prefer to continue, click No thanks, continue cancellation.

  • Reasons step — Select your reason for cancelling, then click Cancel subscription to confirm.

Once cancelled, your subscription stays active until the end of the current billing period, won't auto-renew, and you can revoke the cancellation anytime before it ends.


Resubscribe after cancellation or expiry

If your subscription has been cancelled or your trial has expired, you can reactivate your account anytime before it is deleted:

  1. Log in to your Tofu account.

  2. Go to Settings, then click Billing. (If your subscription is inactive, you may also see a prompt to resubscribe when you log in.)

  3. Click Manage Subscription, select your plan, and complete payment.

Your account and data will be restored to active status right away, and your new billing term starts from the date you resubscribe.

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