AI Usage Tracking

Usage by Model Tier

The AI usage dashboard breaks down requests by model tier so you can see the distribution:

• Haiku requests — AI Assistant conversations
• Sonnet requests — AI Insights generation and document extraction jobs

Each request is logged with a timestamp, the feature that triggered it, and the model tier used.

Usage Limits

Usage tracking resets at the start of each billing cycle. Historical usage is retained and viewable in the usage dashboard for the past 12 billing cycles, allowing you to compare trends over time.

AI Usage and Client Accounts

AI usage from your connected clients' accounts (their own AI Assistant conversations, AI Insights, etc.) is tracked separately under their individual subscriptions. The usage displayed in Settings → AI reflects only your advisor-level AI activity — practice-level insights and document extractions you initiate.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.