Terms of Service

The service

We read bills, receipts, invoices and bank statements and prepare them as data for QuickBooks: entries sent to QuickBooks Online, or import files. Automatic reading can be wrong. You are responsible for checking the data before you send it to QuickBooks or rely on it, and for your own books and tax filings. We are not accountants and the service is not accounting or tax advice.

Your account

Give us a real email address and keep your password safe. You are responsible for what happens in your account, including what your team members do in it. Tell us straight away at [email protected] if you think someone else is using it.

Trial, plans and payment

• New accounts get a free trial, currently 100 pages for 14 days, with no card needed.
• Paid plans are billed in advance each period through Lemon Squeezy, our seller of record, which also handles taxes and receipts.
• Each plan includes a number of pages per period. Pages we cannot read are not counted. Unused pages do not carry over unless your plan says so.
• You can cancel at any time from Billing. You keep your plan until the end of the period you paid for, and you are not charged again.
• Payments are not refunded for partial periods or unused pages, except where the law requires it. If you were charged by mistake, write to us within 14 days and we will put it right.
• We may change prices. We will email you at least 30 days before a new price applies to you; you can cancel before then.

Your data

Your documents and the data read from them stay yours. You give us permission to store and process them only to provide the service to you. You confirm you have the right to upload them, including any that belong to your clients. Our Privacy Policy explains how we handle them.

QuickBooks

QuickBooks is a product of Intuit Inc. We are independent of Intuit. Your use of QuickBooks is covered by Intuit’s own terms, and we are not responsible for changes or outages on Intuit’s side.

Fair use

Do not:

• use the service for anything illegal, or to process documents you have no right to;
• try to break into, overload or reverse engineer it, or get around its page limits;
• share one account between separate businesses, or resell the service without our written permission.

Availability

We work to keep the service running and your data safe, but we do not promise it will always be available or free of errors. We may change or improve features. If we remove something important you pay for, we will tell you in advance.

Ending the agreement

You can stop using the service and ask us to close your account at any time. We may suspend or close an account that breaks these terms or leaves a payment unpaid, normally after telling you first. After an account is closed, we delete its data as the Privacy Policy describes.

Liability

The service is provided “as is”. To the extent the law allows, we are not liable for indirect or consequential losses, such as lost profits, late fees or penalties, or for errors in data you did not check. Our total liability to you is limited to the amount you paid us in the 12 months before the claim. Nothing in these terms limits liability that cannot be limited by law.

Changes to these terms

We may update these terms. If a change matters, we will email you at least 14 days before it applies. If you keep using the service after that, the new terms apply; if you do not agree, you can cancel.

Contact

Questions about these terms: [email protected].