Subscription

Open the page

Go to Settings → Subscription. Only workspace owners can change the plan or billing here.

At the top you see your current plan badge, billing cycle (monthly or annual), and status. During a free trial, days left are shown. If cancellation is scheduled, a badge says it ends at period end.

Change your plan

Scroll to the plan cards and pick Starter, Pro, or Business, then choose monthly or annual billing.

Upgrades take effect right away after checkout. Downgrades are scheduled for the end of your current billing period—Okinta shows what you will lose and checks that your usage fits the smaller plan before you confirm.

Update your bank card

Scroll to Payment & subscription at the bottom and click Update payment method.

Enter your new card in the dialog and click Save card. The new card becomes the default for future Okinta charges.

Cancel your subscription

In Payment & subscription, click Cancel subscription.

Confirm in the dialog. You can optionally tell us why you are leaving. Your workspace stays active until the end of the current billing period, then the paid plan stops renewing. You can subscribe again anytime.

Billing history

When you have past charges, a Billing history section lists them with the date and description.

Click Download invoice on any row to save a PDF receipt. These are invoices from Okinta for your platform subscription—not customer invoices from Finances.

Your plan usage

Your plan usage shows progress bars for contacts, emails sent, AI requests, and storage this billing period.

When your workspace has activity, an Activity log appears below with AI usage and Emails sent tabs. Pick a date range and use the arrows to browse pages of entries.

If you pass 80% of any limit, a small warning may appear in the left sidebar with an Upgrade shortcut—that is just a heads-up. Open Subscription for the full picture.