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Tern Pro (Coming July 1st, 2026)

What Tern Pro is, what's included with every Tern plan, how the Pro tiers compare, pricing, and how billing works for the AI usage and notetaker add-on.

Written by Jade Pathe

Tern Pro is an upcoming, optional add-on to your Tern subscription that expands your monthly AI usage, increases your notetaker hours, and unlocks Custom Reporting.

Tern Pro add-ons will be available in mid-June to add to your subscription. This article covers what Tern Pro includes, the available tiers, how to add it and answers to common questions.

Tern Pro Tiers

Tern pro expands your monthly AI usage, increases your notetaker hours, and unlocks Custom Reporting. You can select a Tern Pro tier that meets your AI usage or Notetaker needs:

Tier

Cost / month

AI usage / month

Notetaker hours / month

Tern Pro

$19

Substantially increased usage compared to your base plan

10

Tern Pro 2x

$39

2x Pro

20

Tern Pro 5x

$99

5x Pro

50

Tern Pro 10x

$149

10x Pro

100

Adding Tern Pro to your account

In mid-June, you’ll be able to add Tern Pro to your account on your Subscription Settings page before usage limits go into effect on July 1, 2026.

Once available, each advisor will manage their own Tern Pro add-on. If you're on an agency-paid seat and want more AI usage, you’ll be able to add Tern Pro on top of your seat. The Tern Pro add-on is billed to your personal account, separate from the agency's seat charges.

If you're an agency owner, you won't need to do anything to set up Tern Pro for your advisors. They each decide whether they want to add it.

Common Questions

Will I be able to switch between Tern Pro tiers any time? Yes. Upgrades will take effect immediately with a prorated charge. Downgrades will take effect at your next billing cycle.

Will I be charged if I go over my limit? No. Tern does not charge overage fees. If you reach 100% of your AI limit, AI features pause until your next cycle resets or until you upgrade. Note: limits will not be enforced until July 1, 2026.

Does Custom Reporting use my AI usage allotment? No. Custom Reporting is included with every Tern Pro tier as a separate feature, not metered against your AI usage.

What happens to my Tern Pro if I cancel my base Tern subscription? If you cancel your base Tern subscription and you have no agency seat, your Tern Pro add-on will be canceled at the same time. To re-subscribe to Tern Pro later, you'll need to restart your base Tern subscription first.

What happens if I lose my agency seat? If you have a personal Tern Pro add-on and your agency seat is removed, your Tern Pro add-on is not automatically canceled. You'll get an email reminding you that you still have Tern Pro on your account. To cancel, go to Subscription Settings and end your Tern Pro subscription.

Need Help

If you have questions about your plan, your usage, or billing, contact Tern support from the help menu in your Tern account.

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