Billing & plans
Plan tiers
Section titled “Plan tiers”Model Match offers plans from $49/month to custom enterprise pricing. See the pricing page for the current lineup. Your plan controls feature access for the whole team — if a tool or feature seems unavailable, check Settings → Billing first before assuming something’s broken.
Admins, the Owner, and any custom role granted the Manage billing permission can view the current plan, change it, and manage payment methods; everyone else can see their own usage. See Account Setup → Roles & permissions for how to grant billing access to a custom role.
Custom Enterprise plans sometimes have self-service billing turned off — if that’s the case for your workspace, contact your Customer Success Manager instead of the billing page.
Usage limits
Section titled “Usage limits”Every plan can connect Model Match to Claude, ChatGPT, or any MCP-compatible assistant, and call the Model Match API. Each plan carries a monthly usage allowance, measured in credits, that these requests draw on:
- Questions asked through Claude, ChatGPT, or another connected assistant
- Direct API calls
- Borrower Insights enrichment
Essentials includes more usage than Standard, Premium includes 5x more usage than Standard, and Ultra includes 10x more usage than Standard. Exports of agents, loan officers, companies, branches, and offices never draw on the allowance.
Your allowance resets at the start of each billing cycle. You can see the current balance and this cycle’s usage — including a breakdown by category and by teammate — under Settings → Billing → Usage, and add more at any time if you run out before the reset.
Credits
Section titled “Credits”Credits come in two flavors:
- Workspace credits — shared by the whole team, priced by your plan, and purchased by an Admin or Owner.
- Personal credits — billed to an individual’s own card and usable only by them, so a member can keep working without touching workspace billing.
Members can always manage their own personal credits and spending limit; only Admins and the Owner manage the shared workspace balance and other members’ limits.
Buying more credits
Section titled “Buying more credits”- Open the credits area (or the purchase dialog) under Settings → Billing → Usage.
- Choose a quantity — the per-credit price, any bulk discount, and the total are shown before you confirm.
- Confirm with a saved payment method. Credits land on the workspace balance immediately.
Auto top-off
Section titled “Auto top-off”Admins can turn on automatic purchasing so that when the workspace balance drops below a threshold you set, Model Match buys a predetermined amount automatically — useful so a large enrichment job doesn’t stall partway through for lack of credits.
Per-member limits
Section titled “Per-member limits”Admins can set a spending cap for each member; members can adjust their own limit, but not the workspace balance or anyone else’s. If a job runs out of credits mid-task, it pauses and resumes once the workspace tops up; lookups that return nothing are refunded automatically.
Expiration
Section titled “Expiration”Credits included with your subscription plan reset monthly and don’t roll over. Credits you buy on demand — workspace or personal — never expire and carry over indefinitely.
Billing cycles
Section titled “Billing cycles”- Monthly — billed on the day of the month you signed up
- Annual — billed yearly, with a 2-month discount vs. monthly
Switch between monthly and annual at any time from Settings → Billing.
Payment methods
Section titled “Payment methods”- Credit / debit card (Visa, Mastercard, Amex, Discover)
- ACH (US accounts, annual plans only)
Payment details are handled through a secure external billing portal rather than stored directly in Model Match. From Settings → Billing, click Manage next to your payment method to add a card, replace the one on file, or update its expiration date and billing ZIP code.
Billing details — account holder name, billing email, and mailing address — are separate from the payment method itself. Edit them from the Billing details section; invoices and billing notifications go to whatever email is on file there going forward.
Upgrading or downgrading
Section titled “Upgrading or downgrading”Changes take effect on the next billing cycle. Upgrades prorate against the current cycle; downgrades apply at renewal. Changing plans applies to the whole workspace — everyone moves to the new plan together, there’s no per-member plan selection.
Canceling
Section titled “Canceling”Cancel from Settings → Billing → Cancel subscription. You keep access through the end of your current paid period; afterward, the workspace drops to a default, limited access level.
Invoices & receipts
Section titled “Invoices & receipts”All past invoices live under Settings → Billing → History. PDF export is available for every invoice. To see spend broken out by teammate, open the per-member billing summary on the same page.
Need help?
Section titled “Need help?”Contact our team via the contact page for custom plans, enterprise quotes, or billing disputes.