Set a monthly cap on Pipeline AI — the most you could spend in a billing month. You're billed only for the documents your team actually runs, at $1 each, and never a dollar past your cap.
Introduction
Pipeline AI reads your contracts and fills in the transaction fields for you, from listing to closed. It's billed by the document: every document is $1, whether it creates a new transaction (AI Create) or updates an existing one (AI Update). The charge sits on top of your subscription and rolls into your regular monthly Pipeline bill.
Your monthly cap is the most that can be charged in a billing month. Set a $250 cap and you haven't spent $250; you've just capped it there. That cap covers up to 250 documents a billing cycle, and you're charged only for what your team actually runs. You can raise the cap anytime.
How It Works
Everything lives on the Pipeline AI page, under Admin / Settings → Add-On Modules. You set the cap, turn the feature on, and your team runs the AI as normal — Pipeline bills each document against the cap as they go.
You're Billed Only for What You Use
The cap is a ceiling on your spending. Run 40 documents under a $250 cap and you're billed $40, not $250. You pay only for the documents you run, and each billing cycle starts fresh.
One Cap for the Whole Account
The cap is account-wide. Every document anyone in your company runs counts against the same number.
$1 per Document, Create or Update
Every document is $1, whether the AI creates a new transaction or updates an existing one — same price either way.
When You Reach the Cap
Once your team has spent the cap, AI Create and AI Update pause for everyone until the next billing cycle — or until you raise the cap. Only the AI shortcuts pause; you can still create and update transactions by hand, at no charge.
Raise or Lower the Cap Anytime
Drag the slider and the change takes effect immediately. Raise the cap and paused AI resumes at once; lower it and the rest of the month holds to the new number.
Stop by Setting the Cap to $0
The cap is also your off switch. Set it to $0 and every AI run pauses for the whole team until a master admin raises it again.
Who Can Do This
Master admins only. The Pipeline AI page and its cap are hidden from every other role. Anyone with permission to upload docs and create transactions can run the AI, but only a master admin turns it on and sets the cap.
Turn on Pipeline AI
Who Can Do This: Master admins only.
- Click the [Gear] in the upper-right corner, then [Admin / Settings].
- Under Add-On Modules, click [AI Features] to open the Pipeline AI page.
- Drag the Set your monthly cap slider to set your $ / month max.
- Click [Enable Pipeline AI].
Pipeline AI is on and your cap is set. Anyone who can upload docs and create transactions can now run AI Create or AI Update, and you're billed $1 per document as they go.
Set or Change Your Monthly Cap
Who Can Do This: Master admins only.
- Click the [Gear] in the upper-right corner, then [Admin / Settings].
- Under Add-On Modules, click [AI Features].
- Drag the monthly cap slider to set your $ / month max.
The new cap takes effect immediately. The page shows how many documents it covers and what you've used so far, so you can set it above your current spend and keep your team running. Set the cap to $0 to pause Pipeline AI for the whole team.
Pipeline AI Monthly Limit FAQ
Pipeline AI is billed by the document and capped where you set it. Answers to the common questions about cost, access, and limits.
See Pipeline AI Monthly Limit FAQ.
More Topics
Pipeline AI Create
Upload a signed contract and a finished transaction comes back — AI Create does the typing, so you review what Pipeline filled in, add what's missing, and save.
Learn how to use AI Create.
Pipeline AI Update
A counter-offer lands, the terms change, and you don't touch a single field — AI Update reads the new document, shows you what changed and where, and you decide what to apply.
Learn how to use AI Update.