Upgrading or Downgrading

Change your plan at any time. Upgrades are prorated and your data is always preserved.

2 min readUpdated June 4, 2026

ForezynPlan offers four tiers — Free, Startup, Business, and Professional. You can change your plan at any time from your billing settings.

Plan tiers

Free: core planning with limited features, single user, no actuals import. Startup: full planning features, integrations, basic reporting. Business: team collaboration, advanced reporting, custom dashboards, full actuals import. Professional: unlimited plans, priority support, volume discounts, all integrations.

Upgrading

Go to Settings → Billing → Change Plan. Select your new plan and confirm. Upgrades take effect immediately. You'll be charged a prorated amount for the remaining days in your current billing period.

Downgrading

Go to Settings → Billing → Change Plan. Select a lower plan. The downgrade is scheduled and takes effect at the end of your current billing period. A background job (CheckDowngradeRequests) processes scheduled downgrades automatically. You retain full access until then.

Switching to annual billing

Go to Settings → Billing → Change Plan and toggle 'Annual'. You'll save on the annual rate compared to monthly billing. The switch takes effect at your next renewal date.

Downgrade limitations

If downgrading would put you over the new plan's seat limits or feature restrictions, ForezynPlan will warn you before confirming. You may need to remove team members or archive models before the downgrade completes.

Professional plans

Professional plan changes can be discussed with the account team. Contact billing@forezynplan.com for volume pricing and custom requirements.

Back to Account & Billing
Was this helpful?