What's the trial credit available and how does it support self-testing?
Trial accounts include a $60 credit covering a free KYC and free KYB end to end, so prospects can walk through the full verification flow before signing up.
Trial accounts include a $60 credit that lets you run 1 free KYC and 1 free KYB end-to-end before committing to a paid subscription. This is designed so prospective customers can walk through the full verification flow with real data - typically themselves and their own company - without paying anything up front.
What you can do with the credit:
- Run a KYC on yourself - receive the SMS link, complete the VOI with biometrics, see your verified result land in the platform, review the audit trail.
- Run a KYB on your own company - watch ASIC unwrap your structure, identify UBOs (you and your co-directors), generate KYC links to those UBOs.
- See the customer-facing experience end-to-end from both sides - what your staff see in the platform, and what your clients will see when they receive a link.
- Inspect a completed AML check - review the stored evidence, the screening hits, the document captures.
What carries over when you upgrade:
- Everything you've done in trial stays. Login credentials remain the same. Risk Assessment progress, AML Program drafts, trial transactions and any staff invitations all transfer to the paid subscription.
- The trial credit itself doesn't roll over (it's a trial allowance), but the work you did using it does.
If you need more than the included credit for testing, share volume expectations with the BDM team - additional trial allowance maybe granted for larger prospects evaluating the platform across multiple matter types.
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- What can a customer do in the freemium version?
- How does the monthly transaction credit work?
- Can a customer who started in the free version have data merged into the paid account?
- If I'm a potential client or consultant can I access a demo account?