What happens when your clariBI trial ends
The trial lasts 14 days and needs no card. When it ends, your account moves to the Free plan: your data, sources and source dashboards stay, AI credits stop. Here is what changes and how to decide whether to upgrade.
The clariBI trial lasts 14 days from sign-up. It does not ask for a card, so nothing is charged when it ends and nothing renews by itself. What happens instead is a move to the Free plan. This post explains exactly what that move changes, what it leaves alone and how to decide what to do next.
What the trial includes
For reference, the trial gives one user the Starter feature set at smaller limits (the subscription plans reference has every limit side by side):
- 50 AI credits for questions, AI dashboards and reports
- 3 data sources and 1 GB of storage
- 5 file uploads and 40 OCR pages
- the MCP app catalog, extra endpoints from API connectors, report and dashboard templates, manual dashboards and the MCP server for AI assistants
Forecasting is not part of the trial; it starts at Starter. If you are still in your trial, making the most of your 50 trial AI credits covers how to spend them on questions that tell you whether the product fits.
Before the end: a reminder email
When one to three days are left, the account owner gets an email saying the trial is about to end. Nothing else happens at that point. It is the moment to download anything you want to keep outside clariBI, such as report PDFs (more on why below).
On the day: the move to Free
A job runs once a day, shortly after midnight UTC, and moves every organization whose trial has ended to the Free plan. You are not logged out and nothing is deleted. The owner gets an email about the change.
What stays
- Your data and data sources. Everything you uploaded or connected stays in the account. Free allows 3 data sources, the same as the trial, so nothing has to be removed.
- The automatic dashboard for each source. Every source has a Data Insights dashboard that clariBI builds without AI. It stays on Free and still updates when the source syncs.
- Goals. Goals are on every plan, Free included.
- Your user, organization and settings, including two-factor sign-in with an authenticator app, which works on every plan.
What stops
- AI credits. Free has none. Ask clariBI, AI dashboards and AI reports all need credits, so they are unavailable until you move to a plan that includes them.
- AI dashboard refreshes. A dashboard built with AI refreshes by running its analysis again, which uses credits. With no credits, scheduled refreshes are skipped. The dashboard stays in your account with the numbers from its last refresh.
- Building dashboards. Manual dashboards (built from a template without AI) start at Lite, and AI dashboards at Starter.
- Reports. The Reports page needs a plan with AI reports, which Free and Lite do not have. The reports you generated are kept and reappear when you upgrade to Starter or higher. If you need one before then, download the PDF while the trial is still running.
- MCP apps. The MCP catalog (Stripe, HubSpot, Linear and the rest) is not part of Free. A source you connected through MCP needs Starter or higher to keep working. The MCP server that lets Claude, Cursor or ChatGPT talk to clariBI also stops for Free accounts.
Free has no time limit. Moving to it does not start a countdown to deletion, and you can stay as long as the automatic dashboards are enough for you.
Free, Lite or Starter
Three questions usually settle it.
Do you want to ask questions in plain English, get AI dashboards and reports, or forecast? Then the choice is Starter ($99 a month, $990 a year). It includes 500 AI credits a month, 10 data sources, 3 users, 5 GB of storage, the MCP catalog and forecasting. For a sense of scale, 500 credits is ten times the trial allowance.
Do you only want dashboards you build yourself, on a few more sources? Then Lite ($19 a month, $190 a year) may be enough. It gives one user 5 data sources, 2 GB of storage and manual dashboards. It has no AI credits, no reports and no MCP catalog, so everything is built by hand from your columns. Be aware that nearly all templates are marked for Starter and above, so Lite users see very few templates in manual mode today.
Are the automatic source dashboards all you look at? Then Free is a reasonable place to stay. You keep 3 sources, 1 GB and the Data Insights dashboards.
If you need more people, the number of seats also decides it: Free, Trial and Lite have one user, Starter has 3 and Professional has 15. Professional ($199 a month) adds workspaces and comments, scheduled reports by email, public links, the REST API, custom roles and the audit trail. The full comparison is in the plans and pricing article and on the pricing page.
How to upgrade
Open Settings, then Billing, choose the plan and pay through Stripe. The new plan's limits and features apply once the payment goes through, and your existing data, sources and reports are all still there. Paid plans can also buy AI credit packs without changing plan. The steps, including how downgrades are scheduled for the end of a billing period, are in upgrading, downgrading and cancelling your plan.
If you upgrade to Starter, check your balance under the AI credits guide: credits are charged by how much the AI reads and writes, with a minimum of one per call, so a question over one source and a short period costs less than a report across five sources.
A short checklist for the last trial days
- Download the PDFs of any reports you want to keep outside clariBI.
- Note which questions you asked most in Ask clariBI. If you asked more than a handful, you will probably miss them on Free.
- Check which sources came through MCP. Those are the ones that stop working on Free and Lite.
- Decide whether one user is enough. If a colleague needs to see the numbers, you need Starter or higher.
Then pick the plan, or do nothing and let the account move to Free. Either way your data stays where it is.