How agency billing works
Where your subscription lives, and how self-serve client payments flow through to access.
There are two billing relationships to keep straight: your subscription to the platform, and your self-serve clients' payments (if you offer self-serve accounts).
Your agency subscription
Your agency is billed for its use of the platform through your agency agreement. Your team's access to the portal is never interrupted by a client's billing state - only the affected client account is.
Self-serve client payments
If you offer self-serve-style accounts, those clients pay to use their account, and the platform reads that payment status to grant or restrict access:
- A client who hasn't paid (or whose trial has ended) sees a billing notice in place of their dashboard until they pay.
- Once payment is confirmed, their full dashboard returns immediately - no data is lost.
- The plan they buy sets their tier (Insights vs Insights + Studio) and whether they're on platform AI or their own key.
- After their first payment, self-serve clients manage their own subscription - plan changes, payment method, invoices and cancellation - from a billing portal in their settings, so this doesn't land on your team. See Plans, pricing & billing.
Trials
You can start clients on a trial with a sign-up code instead of pay-first. When the trial ends, the account flips to pay-to-continue automatically.
Keeping records straight
When a client account is created, its key details are pushed to your CRM/billing system so your records and the platform stay in sync. Payment confirmations flow back automatically to flip access on.
Money never shows up on the client-facing side of the platform - clients see plans and access, not internal spend or token costs.