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2. From the left navigation panel, click Organization settings &gt; Plan &amp; billing.

Compare plans – Click Compare plans to review the available subscription plans and choose the one that best fits your needs:

Starter – Ideal for individuals with basic needs. Click Buy Now to subscribe instantly.

Pro – Best for professionals and businesses. Click Buy Now to subscribe instantly.

Team – Designed for multi-user collaboration and advanced features. Click Let's Talk to schedule a meeting with a product expert.

- Starter – Ideal for individuals with basic needs. Click Buy Now to subscribe instantly.
- Pro – Best for professionals and businesses. Click Buy Now to subscribe instantly.
- Team – Designed for multi-user collaboration and advanced features. Click Let's Talk to schedule a meeting with a product expert.

Upgrade plan – Click Upgrade plan to upgrade your current subscription to the next higher-tier plan.

4. Complete the payment process (Starter/Pro) or consultation (Team).

How To Upgrade Your Subscription

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How To Upgrade Your Subscription

Steps to Upgrade