Plans & Billing

KleioBase has four plans, plus pay-as-you-go credits for the months you need a little extra. This page explains what each plan includes, how monthly credits work, and how to manage your subscription.

The four plans

Every plan includes uploading and AI extraction, your knowledge base, duplicate matching, GEDCOM export, and the Research Companion. Higher plans raise your limits and unlock research gap detection, GEDCOM import, collaboration, and export tools.

Explorer is free forever. Duplicate matching is included, but research gap detection and GEDCOM import are not - those start at Researcher.

Annual and lifetime options

You choose monthly or annual billing at checkout. Annual is roughly 28-32% cheaper than paying monthly:

There is also a one-time Researcher Lifetime option for $199 if you would rather pay once than subscribe.

What a credit is

A credit is what it costs to process one record. A normal scan uses 1 credit; a deep scan uses 5. Adding the images themselves is always free - credits are only spent when you process (extract) a record, which is why we count in credits rather than uploads.

Each plan includes a set number of credits per month (shown in the table above). These monthly credits reset on the 1st of each month and do not roll over. If you need more, you can buy pay-as-you-go credits, which work a little differently - see below. For how uploading and processing work step by step, see Uploading Records.

Which plan unlocks what

If you are deciding whether to upgrade, here is where each feature becomes available:

• GEDCOM export and duplicate matching are on every plan, including Explorer (free).
• Research gap detection and GEDCOM import start at Researcher.
• Bulk ZIP upload, AI connection discovery, and the stronger Research Companion model start at Archivist.
• White-label PDF export is Professional only.
• Collaboration (read-only at Archivist, editing at Professional) and API access (Professional) are planned and not yet available - they are labelled "Soon" on the pricing page.

If your main goal is to find and merge duplicate people across your records, that works on every plan, including free Explorer. See Finding & Merging Duplicates.

Research Companion budget

Each plan also includes a usage budget for the Research Companion, measured over a rolling time window. Higher plans get a larger budget. This budget is what limits very long AI chats, so if a long conversation pauses, the budget over the rolling window is the reason. Starting a fresh conversation later, once the window has moved on, gives you room again.

Pay-as-you-go credits

If you reach your monthly credit limit but do not want to move up a plan, you can buy a credit pack instead. Pay-as-you-go credits are used on top of your monthly credits, so you keep your plan and just top up when you need more processing.

How credits are spent:

• One credit covers one normal extraction.
• A deep scan uses 5 credits.

How monthly credits and extra credits fit together

You effectively have two pools of credits, and the difference trips people up, so it is worth being clear:

• Monthly credits come with your plan - for example, 10 on Explorer. They reset on the 1st and do not roll over.
• Extra credits are the pay-as-you-go credits you buy (or are granted). They never expire, and they are only drawn on once your monthly credits for the period are used up.

Because of this, buying or being given extra credits does not raise your "Credits this month" number - that bar always reflects your plan's monthly credits. Your extra credits are shown separately at the bottom of Settings > Usage, and they kick in automatically once the monthly ones run out.

You buy credit packs from your billing settings (see below). If you find you are buying credits every month, upgrading to the next plan is usually the better value.

Tracking your usage

To see how much of your plan you have used, go to Settings > Usage (/settings/usage). It shows your current plan, credits used this month, how many people you have against your plan's limit, your Research Companion budget, and your remaining pay-as-you-go credits at a glance. To buy more credits or change plans, use the links there to jump to billing.

Managing your subscription

Everything to do with your plan lives at Settings > Billing (/settings/billing). From there you can:

• See your current plan and your next billing date.
• Upgrade or change plans.
• View and download your invoices.
• See the payment method on file.
• Buy pay-as-you-go credits.
• Cancel your subscription.

Changing plans

1. Go to Settings > Billing.
2. Choose the plan you want to move to.
3. Pick monthly or annual billing at checkout.
4. Confirm the change.

Your new limits apply once the change goes through.

Cancelling

You can cancel at any time from Settings > Billing. Cancelling keeps your access until the end of the current billing period, so you do not lose anything you have already paid for. After that, your account moves to the free Explorer plan.

Your data stays in your account when you move to a lower plan or cancel. If you ever want a full copy of your tree, GEDCOM export is available on every plan - see Importing & Exporting Data.

Related reading

• Finding & Merging Duplicates - available on every plan.
• Importing & Exporting Data - GEDCOM import and export.
• Uploading Records - how processing counts against your monthly limit.
• Research Companion - the AI assistant and its usage budget.