Privacy Policy

Effective Date: September 1, 2026

We collect and use information that you provide through the application and information from services you choose to connect, including QuickBooks Online.

We use this information only to provide and improve the application's features and services. We do not sell your financial information or use it for advertising.

Information may be stored and processed through third-party services that help us operate the application. We take reasonable steps to protect your information.

You can disconnect a connected account at any time. You may also contact us to request deletion of your information, subject to any information we are required to keep by law.

If you have questions about this Privacy Policy or your information, please contact us through the contact information provided on the website.

End User License Agreement

Effective Date: September 1, 2026

By using this application, you agree to these terms.

This application is provided to help businesses manage bookkeeping, financial information, and related business data. By using the application, you authorize it to access and use information from connected services, including QuickBooks Online, as needed to provide its features.

You must have permission to connect and use any account or information you provide through the application.

The application is provided on an “as is” basis. We are not responsible for errors, interruptions, or losses resulting from the use of the application or connected services.

We may update these terms from time to time. Continued use of the application means you accept the updated terms.

For questions, please contact us through the contact information provided on the website.