Early in onboarding, UMS asks you to choose a plan. Your plan sets your usage limits and which features are available — some capabilities (like the white-label portal and single sign-on) are only included on higher tiers.
Comparing plans
The plan selection screen lists each available plan with its price and the features it includes. Plans fall into two kinds:
- Self-serve plans — a fixed monthly price you can select and start straight away.
- Usage-based / custom plans — shown with Custom pricing and a Contact us action rather than instant checkout, for larger or tailored requirements.
Each plan card shows which features are included versus not, so you can match a plan to what you need. As a guide:
- Starter suits a single organisation getting started with core account, connection, invoice, and reporting features.
- Business adds higher usage limits and unlocks features such as the white-label portal and single sign-on.
- Enterprise covers large or bespoke deployments with custom pricing.
Plan names, prices, and included features are managed centrally and may differ from the examples above — always go by what the plan selection screen shows for your account.
Usage limits
Your plan caps usage on a few dimensions — typically connections, users, and invoices per month. You can see your live usage against these limits any time in Settings → Billing, where each meter shows how close you are to its limit.
Changing your plan later
You’re not locked in by your onboarding choice. To upgrade, switch, or review your plan after setup, open Settings → Billing and use Change plan (or Manage billing for payment details). See Organisation Settings for the full billing reference.
If you’re not sure which plan fits, start on the lowest tier that covers your current usage — you can upgrade the moment you need a gated feature or more headroom.
