Billing
Manage your subscription and payment details from Settings > Billing. This page is available to workspace owners and administrators.
Subscription tiers
SOPHIE offers three subscription levels, each designed for a different stage of practice growth:
| Tier | What is included |
|---|---|
| Free | Basic SOP creation, acknowledgements, and limited team features. A good starting point to explore the platform. |
| Professional | Full SOP management with approval workflows, comments, version history, team performance tracking, and all collaboration features. |
| Enterprise | Everything in Professional plus AI features (SOP generation, gap analysis, action items), Practice OS (vision, scorecard, quarterly plays, Power Hour), advanced analytics, and priority support. |
Managing your subscription
From the Billing settings page you can:
- View your current plan -- See which tier you are on and what features are included.
- Upgrade or downgrade -- Change your subscription tier at any time. Upgrades take effect immediately. Downgrades take effect at the end of your current billing period.
- Payment methods -- Add or update the credit card on file.
- Invoices -- View and download invoices for past billing periods.
- Cancel -- Cancel your subscription. You retain access through the end of your current billing period.
Trial period
New workspaces start with a free trial that gives you access to all features across every tier. This lets you explore everything SOPHIE offers -- including AI features and Practice OS -- before committing to a plan. A banner appears in the app showing how many trial days you have remaining.
When the trial ends, you choose the tier that fits your practice and enter your payment details. If you do not choose a plan, your workspace continues on the Free tier with limited features.
Seat-based pricing
Pricing is based on the number of active users in your workspace. When you invite a new team member, they count as an active seat. When you deactivate a user, they are removed from your seat count at the next billing cycle. Your invoice reflects the number of active seats during each billing period.
Adding or removing seats
You do not need to pre-purchase seats. SOPHIE adjusts your billing automatically as you add or remove team members. If you add three new hires mid-month, your next invoice is prorated to include them.
Payment security
SOPHIE never stores your credit card details directly. All payment processing is handled securely through Stripe, a PCI-compliant payment provider. Your card information is encrypted and managed entirely by Stripe -- it never touches SOPHIE's servers.
Common questions
What happens if my payment fails? SOPHIE retries the charge and notifies the workspace owner. Your access continues during the retry period. If the payment cannot be processed after multiple attempts, your workspace is downgraded to the Free tier until payment is resolved.
Can I switch tiers mid-billing cycle? Yes. Upgrades are immediate and prorated. Downgrades take effect at the start of your next billing period so you keep access to your current features until then.
How do I get an invoice for my records? Go to Settings > Billing > Invoices. Each invoice is available as a downloadable PDF.
Who can manage billing? Only workspace owners and administrators can access the Billing settings page. If you need to update payment information and do not have access, ask your workspace owner to update it or to grant you admin permissions.
Do you offer annual billing? Contact the SOPHIE team for annual billing options, which may include a discount compared to monthly billing.