Trial, plans and billing

Your free trial, choosing or changing a plan, bot hours and usage, invoices and payment, and cancelling.

Help Centre › Administration

Everything to do with paying for Automize is under Settings › Billing. Company admins can see and change it. For what a plan switches on and the limits it sets, see Credits, plans and limits.

1. Your free trial

A new workspace starts with a 14-day free trial with full access to its plan. The billing page shows "Your free trial ends in … days."

  • In the last 4 days, the trial banner offers Add 7 days. A company admin can use it once.
  • Subscribe before the trial ends to carry on without a break. No data is lost.
  • If the trial ends without a paid plan, the page says "Your free trial has expired." Your data is kept; subscribe to restore full access.

2. Your current plan

Current subscription shows your plan, its status, the Price (excluding VAT), Monthly credits, the Overage rate, Members, and when the next payment is due.

The status can be Active, Trial expired, Past due, Cancelled, Expired or Complimentary.

Usage this billing period

Credits are measured in bot hours. Usage this billing period shows the Plan allowance, what you have Used and what is Remaining, in hours and minutes. If your plan includes AI, the page also shows Included AI this month, with a link to See AI usage.

3. Choose or change a plan

Available plans lists the plans you can choose, with each one's price, included hours, overage rate and maximum users. All prices are in South African Rand (ZAR) and exclude VAT; VAT is added at checkout where it applies.

  • With no paid plan yet, click Subscribe next to a plan.
  • With a plan, click Upgrade or Downgrade next to another one.

You confirm the plan and price, then go to PayFast to pay. You come back to Automize when payment is done.

If your company pays by invoice, the page says so and gives an email address to write to for a plan change.

4. Payment and invoices

  • By card: payments go through PayFast (Managed by PayFast). To change your card, cancel and subscribe again with the new details. Transaction history lists each payment as Paid, Pending or Failed.
  • By invoice: you pay into our bank account. Our bank details are on the page; use the invoice number as the payment reference.

Invoices lists each invoice with its date, total, what is still owed and its status (for example Waiting for payment or Overdue). Click View and pay to open it on Xero, where you can download it or pay by card where offered.

If a payment fails or an invoice is overdue, a warning at the top of the page tells you what to do to keep access.

5. Cancel

Click Cancel on your current plan and confirm.

  • A paid subscription stays active until the end of the current billing period. After that, your account is downgraded.
  • A trial is cancelled straight away.

6. Digital Workers

Some plans include Digital Workers. Each role shows its own price on the Digital Workers page.

See it working on your own data

Everything documented here ships with the platform – try the document tools free, or go live in 7 days.