Contracts, invoicing and adding users: who to ask

Last updated: October 12, 2026

This article tells you who handles contract questions, invoices and account changes, and which of those you can do yourself in the app.

Your agreement, invoices and renewal dates are held by your account manager. Adding, removing and changing users is something an admin at your firm can do in the app at any time.

Before you begin

  • For a contract or invoice question, have your firm name and the invoice number or agreement date ready.
  • For a user change, you need admin access to Team settings. If you cannot see Team under the gear icon, ask the person who set up your account.

Contract and invoice questions

  1. Email your account manager for anything about your agreement: renewal dates, notice periods, the Subscription Agreement versus the Terms of Use, or a change to the number of licences.
  2. For an invoice query, reply to the invoice email or email support@advisoryai.com with the invoice number. The team will pass it to finance and confirm.
  3. For a data processing agreement or due diligence pack, email support@advisoryai.com. These are sent on request rather than published.

Add, remove or change a user yourself

  1. Click the gear icon in the bottom left, then Team, then Add People. Enter the email address and name, pick the role, and confirm. The person receives an invitation email.
  2. Use the pencil next to a user to change their role, and the bin to remove them when someone leaves. A removed user can be invited again later with the same email address.

Please note: removing a user does not delete their meetings, reports or clients. Those stay with the firm and can be viewed by colleagues with access.

Also asked

Can you share something on your Intelliflo agreement so we know the integration will not disappear?

Ask your account manager. The integration runs through an established middleware partner and the team can share the arrangement that is in place and the API detail your IT or compliance lead needs. There is no multi-year contract document to send, so the account manager answers the continuity question directly for your firm.

Next steps

  • Read Licences and Roles Explained to choose the right role before you invite someone.
  • If an invitation has not arrived, ask the person to check their junk folder and confirm the email address was typed correctly.

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Ready to add a colleague? Open AdvisoryAI, click the gear icon, then Team.