Terms of Service & Refund Policy

1. License Grant

Free Preview: Grants unlimited local statement parsing, balance audit inspection, built-in sample downloads, and free export of up to 25 transactions per uploaded statement so you can confirm QuickBooks, Xero, or Excel compatibility before purchasing.

7-Day Audit Pass ($12 one-time) & Pro Bookkeeper ($19/month): Grant full commercial rights to convert unlimited transactions across multiple client and business statements into Excel (`.xlsx`), CSV, `.qbo`, `.ofx`, and Xero CSV.

2. 14-Day Refund Guarantee

If your PDF statement format fails to parse accurately, produces reconciliation errors we cannot resolve, or fails to import cleanly into QuickBooks or Xero, email support@vaultsheet.tech with your order receipt within 14 days of purchase for a prompt, full refund—or send us the column layout header screenshot (without sensitive data) and we will add support.

3. Accounting Verification Responsibility

VaultSheet provides deterministic mathematical balance auditing (`Opening + Credits - Debits = Closing`) to surface potential parsing discrepancies. Final review of ledger categorization and tax reporting remains the responsibility of the account holder or their CPA/bookkeeper.

4. Merchant of Record

Billing, receipts, and international sales taxes are handled securely by our Merchant of Record checkout provider. Monthly Pro Bookkeeper plans may be canceled at any time via the customer portal link on your purchase receipt.