Welcome to Bookkeeping. By creating an account or using our services, you agree to these Terms of Service. Please read them carefully.

1. The service

Bookkeeping provides software for connecting financial accounts, AI-assisted transaction categorization, financial reporting, and bookkeeping and tax-preparation services. Features available to you depend on your subscription plan.

2. Your account

You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. You agree to provide accurate information and to keep it up to date.

3. Connected accounts & data

When you connect a bank, card, or payment account, you authorize us and our data partners (including Plaid) to access transaction and balance information on your behalf, solely to provide the service. You can disconnect an account at any time.

4. AI categorization

Transactions may be categorized automatically using machine-learning models. Categorizations are suggestions and may contain errors; you are responsible for reviewing and confirming your books. Low-confidence items are flagged for review.

5. Subscriptions & billing

Paid plans are billed in advance on a recurring basis. You can cancel anytime; access continues until the end of the current billing period. Fees are non-refundable except where required by law.

6. Tax services

Bookkeeping and tax-preparation services are provided on a best-efforts basis. You are responsible for the accuracy and completeness of the information you provide. We are not liable for penalties or interest resulting from inaccurate or incomplete information.

7. Acceptable use

You agree not to misuse the service, attempt to access data that is not yours, or use the service for unlawful purposes.

8. Disclaimers & liability

The service is provided “as is.” To the maximum extent permitted by law, Bookkeeping LLC disclaims all warranties and limits its liability to the amount you paid in the preceding twelve months.

9. Changes

We may update these terms from time to time. Material changes will be communicated, and continued use constitutes acceptance.

10. Contact

Questions about these terms? Contact us through your portal.