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Billing Analytics

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How the monthly token model works, bulk scan billing, and deactivation behavior.

Billing Analytics

Token model

Claira keeps one token balance per case:

  • Balance = what is left of this month's plan tokens, plus any tokens you bought. On the case's renewal date the plan's tokens reset to the plan's full monthly amount, and unused ones do not carry forward. Tokens you bought, and any refunded to you, never expire and are never reset.
  • Tokens arrive from three places: your plan's monthly grant, the free daily claim, and any token packs you buy. Free claimed tokens reset with your plan's tokens.
  • Usage billing surfaces the current balance and the date the plan's tokens next reset, not the total scan history.

Bulk scan billing behavior

  • Every bulk task records and displays tokens used.
  • Before a bulk task starts, Claira checks that your selection is within the 999,999-document maximum for a single bulk scan (the same on every plan) and that you have enough tokens.
  • If the selection exceeds the 999,999-document maximum, Claira asks you to reduce it. The maximum is the same on every plan, so upgrading does not raise it.
  • If tokens are insufficient, Claira shows the exact shortfall (tokens needed vs. available) and points you to the Settings plan manager; the popup itself never changes the plan.
  • Upgrading from the Settings plan manager immediately credits the new tier's full monthly tokens, so a blocked task can be retried right away. Claiming free tokens or buying a token pack does the same, without a plan change.

Plan changes in Settings

  • Settings now includes in-app Upgrade and Schedule downgrade actions.
  • Upgrades apply immediately.
  • Downgrades are scheduled for period end. Nothing changes until then. From the next renewal, the plan's tokens reset each month to the new plan's amount. Tokens you bought are not affected.

Deactivation behavior

  • Deactivating a case clears the token balance.
  • Reactivation credits the selected plan's full monthly tokens.

Billing Report PDF

The downloadable Billing Report (from the Usage tab) shows token-factor counts only, with no dollar amounts. Use it to see which categories consumed tokens (bulk scans, Multi-Code, media scans), the plan you were on, and any overage. Single document scans and Agent Mode messages are free on every plan and do not appear in the report. For monetary totals, refer to your invoice.

Two scopes are available: the current month, or an all-time report with a per-cycle breakdown that captures the highest tier the case held during each cycle.

See Exports for download instructions.

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