Terms of Service
Last updated: November 7, 2026
These Terms of Service ("Terms") govern your access to and use of BetterFinanceView ("Service"), operated by BetterFinanceView ("we," "our," or "us"). By signing up or using the Service, you agree to these Terms.
1. Acceptance of Terms
By creating an account or using the Service, you confirm that you are at least 18 years old, have the authority to enter into this agreement on behalf of your firm, and agree to be bound by these Terms and our Privacy Policy.
2. Description of Service
BetterFinanceView provides automated bookkeeping review tools for accounting professionals. The Service connects to QuickBooks Online ("QBO") using read-only application behavior to analyze transaction data, surface potential issues, and generate reports. We do not modify, write to, or delete any data in your QuickBooks account. QuickBooks Desktop IIF uploads are not available yet.
3. Account Registration
You must provide accurate information when registering. You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. Notify us immediately at [email protected] if you suspect unauthorized access.
4. QuickBooks Integration
To use the Service, you must authorize BetterFinanceView to access your QuickBooks Online company data through Intuit's OAuth 2.0 flow. BFV uses that authorization only for read operations; our QBO client does not implement create, update, or delete calls. You may revoke access at any time from within the Service or directly through your Intuit account. Your QuickBooks credentials are never stored by BetterFinanceView; we only retain encrypted OAuth tokens.
5. Data and Privacy
We process your financial data solely to provide the Service. We do not sell or monetize your financial data, and we share it only as described in our Privacy Policy, including with our service providers and through reports and links your firm shares. QBO data is not stored as a transaction mirror. Please review our Privacy Policy for full details on how we collect, use, and protect your information.
6. Acceptable Use
You agree not to:
- Use the Service for any unlawful purpose
- Attempt to reverse-engineer, decompile, or circumvent security measures
- Share your account credentials with unauthorized parties
- Use automated scripts to access the Service beyond normal use
- Misrepresent your identity or affiliation
7. Beta and Early Access
The Service is currently in early access. Features may change, and some functionality may be unavailable or unstable. We appreciate your feedback and will use it to improve the product. During early access the Service is free and nothing is charged. Before paid plans start, we will email every early-access firm at least 30 days' written notice. Each early-access firm then keeps free access until the end of that notice period (plus any extra days its signup code gave), and may choose a paid plan or move to the Free plan.
8. Free Trial, Subscription and Billing
Free trial. Once paid plans start, new firms get a free trial of 45 days, or longer if a signup code says so. No payment details are needed for the trial. When the trial ends, your firm moves to the Free plan unless you have chosen a paid plan. Nothing is charged unless you choose a paid plan.
Paid plans and automatic renewal. Paid plans are billed in advance, monthly or yearly, at the plan price shown when you subscribe, plus any applicable taxes. Your plan renews automatically for the same period until you cancel. A discount lasts only for the time stated when you subscribe; after that, renewals are charged at the full plan price. If you choose a plan during your trial, the trial (with unlimited clients) carries on until its end date, and your first bill (less any discount) is on that date, or at least 49 hours after you choose the plan if less of the trial is left; the exact date is shown before you pay. If you change plans part-way through a paid period, the difference is prorated: you are charged for the rest of the period on the new plan and credited for the unused time on the old one. Payments are processed by our payment provider, Stripe; we do not store your card details.
Cancelling. You can cancel at any time, online, in Settings → Plan and billing → Manage billing. Cancelling stops the next renewal; it takes effect at the end of the period you have paid for, and you keep your plan until then. Your firm then moves to the Free plan.
Refunds. Cancelling does not give a refund or credit for the rest of the period you have paid for, except that a yearly plan cancelled within 30 days of its first charge is refunded in full on request to [email protected], and except where the law requires otherwise. The one-time done-for-you setup service is refunded in full on request until the setup session has taken place.
Plan limits. Each plan covers a number of client companies, as shown on our pricing page. If your firm has more connected clients than its plan covers (for example after a trial ends or after moving to a smaller plan), the clients over the limit are paused: they get no new monthly reviews, but their connections, findings and reports are kept, and they resume when your plan has room. Nothing is deleted or disconnected because of a plan limit.
Failed payments. If a payment fails, our payment provider retries it and tells you, and your firm keeps its plan while it retries. If the payment still fails, the subscription ends and your firm moves to the Free plan. Nothing is deleted.
Discounts, codes and referrals. Signup codes, the founding offer for early-access firms and referral rewards are offered on the terms shown when they are given. Each checkout carries one discount; if your firm qualifies for more than one, it gets the one worth more. Codes have no cash value and may expire or be limited in number. A referral reward is a credit on the referring firm's account, applied to its next invoices.
Price changes. We may change our prices with at least 30 days' written notice by email. A new price applies from your first renewal after the notice period ends, and you may cancel before then. Firms that subscribed with the founding offer keep the plan price they subscribed at (before any discount) for as long as their subscription continues without a break.
9. Disclaimer of Warranties
The Service is provided "as is" without warranties of any kind. We do not guarantee that the Service will be error-free, uninterrupted, or that detected issues represent a complete audit. The Service is a review aid, not a substitute for professional accounting judgment.
10. Limitation of Liability
To the maximum extent permitted by law, BetterFinanceView shall not be liable for indirect, incidental, consequential, or punitive damages arising from your use of the Service. Our total liability for any claim shall not exceed the fees you paid in the three months preceding the claim.
11. Termination
Either party may terminate this agreement at any time. You can end a paid plan as described in Section 8. Upon termination, your access to the Service will be disabled. If we end your access for a reason other than your breach of these Terms, we refund any prepaid fees for the unused part of your billing period. Your firm's data is not deleted automatically when your access ends. A firm owner can delete the firm from Settings first, or ask us at [email protected] to export or delete it. We complete deletion requests within 30 days, and copies in our backups expire within 90 days after that. Our payment provider keeps billing records, such as invoices, for as long as tax and accounting law requires.
12. Governing Law
These Terms are governed by the laws of the State of Delaware, United States, without regard to conflict of law principles.
13. Changes to Terms
We may update these Terms from time to time. We will notify you by email at least 14 days before material changes take effect, and at least 30 days before any change to prices or to how you are billed (see Section 8). Continued use after the effective date constitutes acceptance.
14. Contact
Questions about these Terms? Contact us at [email protected].