Terms of Service

Last updated: March 28, 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") in read-only mode to analyze transaction data, surface potential issues, and generate reports. We do not modify, write to, or delete any data in your QuickBooks account.

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 support@betterfinanceview.com 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. This access is strictly read-only. 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, share, or monetize your financial data. 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. Early access participants receive free or discounted access as communicated at signup.

8. Subscription and Billing

Paid plans are billed as described on our pricing page. You may cancel at any time. We reserve the right to change pricing with 30 days' written notice. Cancellations take effect at the end of the current billing period; no partial refunds are issued unless required by applicable law.

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. Upon termination, your access to the Service will be disabled. We will retain your data for 30 days following termination to allow for export, after which it will be deleted.

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. Continued use after the effective date constitutes acceptance.

14. Contact

Questions about these Terms? Contact us at support@betterfinanceview.com.