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Control plan access and billing details

Billing and Plan Management

Manage billing information, plans, checkout, bank transfer flows, add-ons, and feature access from the AKM dashboard.

Billing and Plan Management preview
Billing information
Plan checkout
Add-on access
Overview

What Billing and Plan Management does

Billing and Plan Management explains the subscription workflows that control which AKM capabilities a customer can use. The dashboard includes billing overview, plan selection, checkout, billing information, bank transfer flows, add-ons, and feature gating.

This page helps buyers understand that pricing is connected to product access. Workspaces, team management, Report Builder, Custom Reports, AKM Assistant, Claude Connector, and add-ons can all depend on plan capabilities.

Why it matters

Built for practical marketing work

Keep subscription and billing actions close to the product workflows they unlock.

Help teams understand which plan unlocks workspaces, team management, custom reports, and AI features.

Support checkout, bank transfer, and add-on paths without leaving the dashboard context.

Workflow

How Billing and Plan Management works in AKM

1

Review current access

Use the billing dashboard and plan pages to understand the subscription and active capabilities.

2

Complete billing details

Maintain billing information so checkout and subscription management flows have the required account data.

3

Upgrade or add capacity

Move through plan checkout, bank transfer, or add-on screens when the team needs more capability.

Connect plans to product access

AKM uses plan features to unlock different parts of the product. The public feature page should explain this clearly so users understand why an upgrade may be required for specific dashboard areas.

Map plan features to dashboard capabilities
Show upgrade paths when a user reaches a locked feature
Keep plan limits understandable for teams

Manage billing information

Billing information supports checkout and subscription management. Keeping it inside the dashboard gives customers a clear place to maintain account and payment details.

Maintain billing profile information
Review subscription and invoice context
Use billing routes before checkout when required

Support checkout and add-ons

Customers may need to upgrade plans, complete checkout, use bank transfer flows, or add capacity. Those actions should stay connected to the features they unlock.

Review available plans before upgrading
Complete checkout or bank transfer flows
Use add-ons for additional product capacity where available
Operational detail

What teams should expect

Feature gates

Plan settings control access to paid features and help the UI explain why an upgrade is needed.

Billing routes

The product includes billing dashboard, plans, checkout, billing info, bank transfer, and add-on screens.

Customer clarity

Public pricing and billing content should make upgrade decisions easier before users reach a locked workflow.

Common use cases

Trial-to-paid conversion
Feature-gated upgrades
Team and workspace scaling

Explore next

Continue through related AKM features, connector pages, or setup guidance.

PricingTeam CollaborationAI WorkspacesData IntegrationsReport BuilderAKM Assistant
FAQ

Common questions

Why explain billing as a feature?

Billing controls access to major product workflows, so buyers need to understand how plans and feature gates work.

Can customers manage billing details in AKM?

Yes. The dashboard includes billing information and subscription-related routes for customer account management.

Do plans affect team and workspace access?

Yes. Team management, workspace conversations, and other capabilities can be enabled or limited by plan features.

Ready to see Billing and Plan Management in action?

Start with connected data, then build the reports, conversations, and workflows your team needs.

Ready to Unify Your Marketing Data?

Join hundreds of marketing teams who have simplified their analytics with AKM. Start your free trial today.

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