# Interface 3: Account

The **Account Page** allows you to manage your subscription, monitor credit usage, and control billing or account preferences.

*Using the Account Interface*


1. **Account Information:**
   * Displays your registered email address.
   * Shows your current subscription plan (e.g., *Finnex Business Trial*).
   * Option to upgrade to the full Business Plan for unlocking premium features like multiple workspaces.

     ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/b0d50f1a-08c0-4cba-b617-c934881785dd/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=b2781330b2606a000816a4b25ace47135de4d9fe9f577d5abfe6a129fb4ab592&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =393x152")

     
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2. **Credit Summary:**
   * **Total Credits:** Total credits currently available to your account.
   * **Credits Used:** Credits consumed from AI actions and queries.
   * **Credits Remaining:** Balance credits you can continue to use.
   * **Credit Expiration:** Indicates when the current credits will expire (e.g., *in 6 months*).
   * **Last Top-Up:** Tracks when the credits were last reloaded.

     A donut chart visualizes your remaining credit usage for quick reference.

     ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/ecc6183e-fe89-403c-ae16-becf6e826a8f/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=6d864e7275bb4e2aeb1a4f4b3a6c039ddc7795126beb6793561da75c1a2b4405&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =360x465")

     
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3. **Monthly Usage:**
   * Select a month (e.g., *June 2025*) to view AI credit usage over time.
   * A bar graph shows daily usage for performance tracking.

     ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/873dd112-da5f-4f26-992c-c85c79745bc1/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=ee67a0199062ee4dddb5164523ee29427f6bd3015c71811c2cebfeba860fab5c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =377x287")

     
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4. **Billing Summary:**
   * Click **Open Billing Portal** to:
     * View transactions
     * Update payment methods
     * Download invoices or manage billing settings

       ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/a867736b-610f-4437-8663-794a9333265c/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=abf8b8a7dd09e08abd03f441d636bb2081f68b7128dfbddcb708b9988a4eeaee&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =357x140")

       
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5. **Delete Account:**
   * Permanently remove your Finnex AI account and all associated data.
   * **Warning:** This action is irreversible.

     ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/af2a9419-0ab2-4413-802d-e5527439896c/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=ea676ebe480f2003dddfefdb38ee21b4a62ad191e44c38f4c4597641db6872d2&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =325x118")

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**Documents**

- [Introduction](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/introduction-PQaACX6iYa)
- [System Requirements](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/system-requirements-KS1GqN2jFp)
- [Install](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/install-DZ8TSCgckG)
- [Account Management](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/account-management-s9EkSLP5CP)
- [Interfaces](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/interfaces-m7JG3TEEQp)
- [Xero Connector](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/xero-connector-3uuwmTfIiA)
- [Billing, Credits, and Usage](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/billing-credits-and-usage-SFxYPhf3zh)
- [Best Practices](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/best-practices-X3n0aDALzL)
- [User Plans](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/user-plans-B4MQMON008)
- [Uninstall](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/uninstall-u60vOWdD8i)
- [FAQ](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/faq-lFQaN9O00Z)
- [Trial Sample for Finnex AI Assistant](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/trial-sample-for-finnex-ai-assistant-LJc4Kq7jEM)