Plans and billing

How do I compare available plans in LOXA?

Open Billing or Pricing and compare unit limits and included capabilities. You can choose a plan that fits the unit count.

For
Organization owner, Authorized billing user
Updated
August 9, 2026
LOXA Plans and billing screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Plans and billing workflow in your LOXA role.
  • Have current and expected portfolio size ready before you begin.

Step by step

  1. Sign in to LOXA and open Plans and billing.

  2. Open Billing or Pricing and compare unit limits and included capabilities

  3. Enter or review current and expected portfolio size.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that you can choose a plan that fits the unit count.

What should happen

You can choose a plan that fits the unit count.

Open this workflow in LOXA