Simple tools.
Clear expectations.

Invitation-only access

The current rollout requires an invitation code. New invited accounts receive a 15-day free trial. Registration does not require a card or automatically create a paid subscription. Paid use requires a separate available checkout and acceptance of its displayed terms.

Your account and records

Use accurate account information and protect your password and authenticator. Only connect bank accounts and submit records you are authorized to use. You remain responsible for the completeness and accuracy of the information in your books.

AI assistance

AI output can be incomplete or incorrect. Review suggested categories and changes, provide missing context, and correct mistakes. AI categorization does not by itself establish a deduction, verify a transaction, or reconcile an account.

Tax and professional services

The software supports record organization and tax planning questions. It is not a substitute for a tax professional’s judgment. Professional review depends on a qualified provider accepting a defined engagement; a request alone does not establish one. No specific savings or tax result is guaranteed.

Features and availability

This is an evolving pilot. Some public demo workflows are concepts and use fictional records. Available integrations, billing options, and service limits are identified in the live workspace. Features may change as the product develops.

Providers and payments

Connected services may have their own requirements and terms. Any paid checkout must clearly show its price and frequency. Do not send payment details or credentials through messages.

Questions

See the privacy notice for data handling and contact us for product or account questions. These pilot terms describe the current product; additional service-specific terms may be required as paid features launch.