How does the trial-to-paid transition preserve progress?
Seamlessly: credentials, Risk Assessment progress, AML Program drafts, training completions and trial transactions all carry forward.
Overview
The trial-to-paid transition is seamless. To upgrade, go to Account Settings → Billing and Subscription, select the tier (Starter, Professional, Enterprise), confirm pricing, agree to terms, and the upgrade is immediate. Login credentials stay the same and remaining training modules and locked features unlock straight away. Continuity is a deliberate design point of the freemium model - there's no penalty for spending time in trial, and many customers complete their entire RA, Program review and initial training during the trial, upgrading only when ready to run paid transactions.
What carries forward at upgrade
- Login credentials - same email and password; no new account setup
- Risk Assessment progress - complete or partial, including all entered answers
- AML Program - the auto-generated Program is preserved for the CO to review and approve
- Training progress - completed modules don't need redoing; remaining modules unlock by role
- Trial transactions - preserved as historical records; the audit trail is continuous
- Invited users - all team members invited during trial transition automatically
- Integration setup - any configuration done during trial carries over
What changes at upgrade
Subscription billing begins from the agreed start date - typically 1 July 2026 for pre-launch signups with deferred billing, otherwise from the upgrade date. Locked features unlock: full CDD volume, advanced reporting, integrations, and ongoing monitoring at production scale. Onboarding sessions become bookable on Professional and Enterprise tiers.