Use Advisor Settings → Billing to subscribe or open the billing portal for an existing subscription. The exact plan, price, included usage, and estimated usage charges shown on the page are the current source of truth for your account.
Open Billing settings
Select your profile menu in the top-right corner.
Select Advisor Settings.
Open or scroll to Billing.
If you do not have an active subscription, select Subscribe and complete the checkout shown.
If you have an active subscription, select Open billing settings.
The external billing portal is where you manage the payment methods, invoices, and subscription actions made available for your account. Return to Kerdora after you finish.
Review account-aggregation usage
For an active subscription, the Billing section shows the current account-aggregation usage information available for the billing period. Review the displayed included usage and estimated charge rather than relying on an older saved price or Help Center screenshot; plan terms can change.
What does document extraction or AI processing cost?
The current Kerdora subscription screen lists Document Extractor and AI agents among the included plan features. Upload & Extract does not show a separate, universal per-document price when you process a file.
Check Advisor Settings → Billing, the subscription checkout, and the billing portal for the terms attached to your account. If those screens do not show a separate document-processing charge, do not infer one from model-provider pricing or an old support answer.
When your firm has a separate agreement or needs a written cost confirmation, contact Kerdora Support before processing a large batch. Include the practice name, document type, approximate page count or volume, and the billing question. Do not include client documents or payment-card details in the message.
Resolve a billing-access message
Open the billing action shown on the access or payment screen.
Confirm the subscription status and payment method in the billing portal.
Complete the required payment or subscription action.
Return to Kerdora and refresh the page.
If access does not return, contact Kerdora Support through the in-app chat and include the exact message shown.
Do not send payment-card details in the support chat.
Common questions
Where can I download an invoice?
Open Advisor Settings → Billing → Open billing settings and use the invoice controls available in the billing portal.
Where can I see my current price or included usage?
Use the current Billing page and checkout or billing portal. Those screens reflect the terms for your account; this article intentionally does not hard-code prices.
Will changing billing settings edit client data?
Billing controls manage the practice subscription. They do not edit the financial records inside a client file.