Knowledge Base

Account & Billing

Last updated July 14, 2026

Plans & Pricing

Greenfinch offers tiered plans based on the size of your team and the volume of prospects you need to research. You can browse the platform for free; paid plans unlock full contact data and enrichment features.

Plan Price Included Credits Minimum Seats
Starter $99 / user / month 300 credits / user 1 seat
Pro $179 / user / month 750 credits / user 3 seats
Team $249 / user / month 1,500 credits / user 5 seats
Enterprise County-based pricing (see below) Custom Custom

Annual billing: Save 15% by paying annually on any per-seat plan. The discount is applied automatically when you select annual billing at checkout or from Subscription & Billing (org admins).

Visit the Pricing page for the most current plan details.

How Credits Work

Credits are the currency used for actions that consume resources — primarily revealing contact information and running enrichment lookups:

ActionCreditsNotes
Property unlock10 creditsUnlocks the property and every contact on it for the organization
On-demand property research10 creditsRuns AI research and unlocks the property
Standalone contact reveal5 creditsReveals a contact not covered by a property unlock
Contact Deep Research10 creditsRefreshes providers and generates a research-backed selling strategy
Email search5 creditsFinds a contact's email address
Add-contact lookup5 creditsEnriches a contact added manually
Organization enrichment2 creditsEnriches an organization added manually

Your credit balance is shown in the sidebar. Credits are shared across your organization — any team member can use them.

CSV export does not spend credits — it's gated by plan tier instead. Basic CSV export is available on Pro and above; Full CSV export (including contact fields) requires Team. See Pipeline & Lists for details.

Credit Pools

Credits come from two sources:

  • Included credits — A new allotment is added each billing period. Unused credits roll over, with the included-credit balance capped at twice the per-period allotment.
  • Purchased credits — Additional credits available to eligible active subscriptions. Each pack expires 365 days after purchase.

Greenfinch uses included credits first, then purchased credits.

Running Out & Add-on Credits

If your organization exhausts its spendable credit balance, Greenfinch blocks additional credit-consuming actions. It does not automatically charge an overage or add an overage line to your invoice.

  • Add-on credit packs — Eligible active Pro+ subscriptions can pre-purchase credits from Subscription & Billing. Packs are shared by the organization, expire 365 days after purchase, and are consumed after included credits.
  • Plan upgrade — Upgrade to a plan with a larger included-credit allotment from Subscription & Billing.

Add-on credit packs are not available on the Starter plan. Starter subscribers who need more credits should consider upgrading to Pro.

Geographic (Enterprise) Pricing

Enterprise plans use county-based pricing rather than per-seat pricing. This model is designed for organizations that need deep, exclusive access to specific markets.

  • Pricing range — $250–$2,500 per county per month, depending on county size and data density.
  • Coverage grants — Your subscription defines which counties your organization can access. Data outside your covered counties is visible at a high level but contact reveals and enrichment are restricted to your granted geography.
  • Custom seat counts — Enterprise plans include a negotiated number of seats. Additional seats can be added through your account manager.
  • Annual billing available — The 15% annual discount applies to Enterprise plans as well.

To set up or modify an Enterprise geographic subscription, contact sales@greenfinch.ai or reach out to your account manager.

Team & Seats

Each Greenfinch plan includes a number of team seats. A seat represents one active user in your organization.

  • Seat assignment — Seats are assigned automatically when a user signs in. If all seats are occupied, new users will see a message asking them to contact their admin.
  • Managing seats — Organization admins can manage seat assignments from Team (in the sidebar). You can remove a user's seat to free it up for someone else.
  • Adding seats — You can add more seats by upgrading your plan or purchasing additional seats. Per-seat plans require meeting the minimum seat count for that tier (Starter: 1, Pro: 3, Team: 5).

Roles

  • Admin — Full access to all features plus organization settings, billing, and team management.
  • Member — Access to all prospecting features. Cannot modify organization settings or billing.

Billing Management

Organization admins can manage billing from Subscription & Billing (in the sidebar):

  • Current plan — See your active plan, billing period, and renewal date.
  • Change plan — Upgrade or downgrade your subscription. Upgrades take effect immediately with prorated billing. Downgrades take effect at the end of your current billing period.
  • Annual billing — Switch to annual billing to receive a 15% discount. You will be charged for the full year upfront at the discounted rate.
  • Purchase credits — Buy additional credit packs on eligible active Pro+ subscriptions. Packs expire 365 days after purchase.
  • Payment method — Update your credit card or payment information via the Stripe billing portal.
  • Invoices — View and download past subscription and credit-pack invoices.

Organization Settings

From the Company Profile and Admin Settings pages (org admins, both in the sidebar), you can configure:

  • Company name and logo — Displayed in the sidebar and on shared links.
  • Primary service type — Determines default map labels and data field emphasis.
  • Default map center — Sets the initial map position when opening the map view.
  • ICP filters — Configure the default ideal customer profile filters applied across the organization.

Individual users can also configure personal preferences (theme, default map location, notification settings, and product tour replays) from Settings, and their personal profile from My Profile (both in the sidebar).