AI Credits
Intelligence usage is measured in AI credits (tokens). Every message you send, every action the agent takes, and every scheduled workflow run consumes credits. Your subscription includes a monthly allowance, and you can purchase more if you need them.
How credits work
Your monthly allowance and bonus tokens belong to the business subscription you are working in. Paid top-ups can belong to a business, to you personally, or to your Rebased Firm practice.
Your business has these included credit buckets:
| Bucket | How you get them | Expiry |
|---|---|---|
| Monthly allowance | Included with your subscription, resets each billing cycle | Resets (unused tokens do not roll over) |
| Bonus tokens | Promotional credits from Rebased (e.g. sign-up bonus, campaigns) | Varies by promotion |
| Business top-up tokens | Purchased for this business | Do not expire |
When you buy a top-up, you may see these choices:
| Choice | What it means |
|---|---|
| For this business | Credits stay with the selected business and can be used by its team |
| For me | Credits belong to you and can follow you across eligible interactive work in businesses you can access |
| For this practice | Credits belong to your Rebased Firm and are intended for advisory-managed client work |
Consumption order
When you use Intelligence, credits are deducted in this order:
- Monthly allowance — used first
- Bonus tokens — used after the monthly allowance is exhausted
- Business top-up tokens — used after included business credits
- Practice top-up tokens — used for firm-managed client work, when available
- Personal top-up tokens — used last for interactive work you start
This means business monthly and bonus credits are used before paid top-ups. Scheduled workflows do not use your personal top-ups unless the work is tied to an interactive action you started.
What consumes credits
| Activity | Credits used |
|---|---|
| Sending a message in Chat mode | Based on message length and response complexity |
| Autopilot actions (creating, sending, reconciling) | Based on the number of steps and tools used |
| Scheduled workflow runs | Same as interactive usage — based on prompt and actions |
More complex tasks use more credits. A simple question like “What’s my revenue this month?” uses fewer credits than “Create invoices for all outstanding quotes and email them to clients.”
Checking your balance
Your current credit balance is displayed at the bottom of the Intelligence panel. It shows:
- Monthly allocation — remaining tokens from your current billing cycle allowance
- Business top-up — remaining business-owned bonus and top-up tokens
- Practice top-up — Rebased Firm credits, shown only when available for firm-managed client work
- Personal top-up — credits that belong to you for interactive work
Running out of credits
When your credits are exhausted:
- You’ll see an insufficient tokens message in the Intelligence panel
- You won’t be able to send new messages or run workflows until credits are available
- Any scheduled workflows will fail at their next run and you’ll receive a notification
Topping up
- Go to Settings > Intelligence (or click the link in the insufficient tokens message)
- Choose who the credits are for: this business, me, or this practice if available
- Choose a top-up amount
- Complete the purchase
Top-up tokens are added to the selected owner balance immediately and do not expire.
Monthly reset
Your monthly allowance resets automatically at the start of each billing cycle. Unused monthly tokens do not carry over, and they do not move with a user between businesses.
Credits and scheduled workflows
Scheduled workflows check your credit balance before each run:
- Sufficient credits — the workflow runs normally and credits are deducted
- Insufficient credits — the run fails immediately (no partial execution), and you receive a failure notification
- The schedule remains active, so the next occurrence will attempt to run as normal once you top up
If you rely on scheduled workflows, keep an eye on your balance or consider purchasing top-up tokens to avoid interruptions.