Terms of Service

Effective date: March 21, 2026

1. What Slimbooks Is (and Is Not)

Slimbooks is a bookkeeping tool that helps freelancers and solopreneurs organize financial transactions, categorize expenses and income, and generate profit-and-loss reports.

Slimbooks is not an accounting firm, tax advisor, or financial institution. We do not provide tax advice, audit services, or certified financial statements. The reports generated by Slimbooks are informational tools — they are not a substitute for professional accounting advice. You are responsible for verifying the accuracy of all data and consulting a qualified accountant or tax professional for compliance matters.

2. Accounts and Eligibility

You must be at least 18 years old to use Slimbooks. You are responsible for:

• Providing accurate account information
• Maintaining the security of your login credentials
• All activity that occurs under your account

One person or legal entity per account. Sharing credentials is prohibited.

3. Your Data

You own your data. Financial transactions, categories, reports, and any files you upload remain your property. We do not sell, license, or share your financial data with third parties for marketing or advertising purposes.

You grant us a limited license to process your data solely for the purpose of providing the Service — including parsing uploaded files, running AI-powered categorization, and generating reports.

You may export or delete your data at any time. Upon account deletion, we will remove your data from active systems within 30 days. Encrypted backups may retain data for up to 90 days before automatic purging.

4. AI-Powered Features

Slimbooks uses artificial intelligence (specifically, Anthropic's Claude API) to:

• Automatically categorize imported transactions
• Extract transaction data from uploaded receipt and invoice images
• Parse bank and credit card statement PDFs

AI categorization is a best-effort service. Results may be inaccurate. You are responsible for reviewing and correcting AI-generated categorizations before relying on them for tax filing, financial reporting, or business decisions.

When you upload a file or image for AI processing, the content is sent to Anthropic's API for analysis. Anthropic does not use API inputs to train models. See our Privacy Policy for details on data handling.

5. Uploaded Files

Files you upload (CSV statements, PDF statements, receipt photos) are processed in memory and are not stored on our servers after processing is complete. The extracted transaction data is stored in your account database, but the original files are discarded.

You represent that:

• You have the right to upload the files you provide
• The files contain your own financial data or data you are authorized to manage
• You will not upload files containing malware, executable code, or content designed to exploit the Service

6. Acceptable Use

You agree not to:

• Use the Service for money laundering, fraud, or any illegal activity
• Attempt to access other users' data or accounts
• Reverse engineer, decompile, or scrape the Service
• Overload the Service with automated requests exceeding reasonable use
• Upload files containing another person's financial data without their authorization
• Use the Service to generate fraudulent financial reports

We reserve the right to suspend or terminate accounts that violate these terms.

7. Pricing and Payment

Slimbooks offers a free tier and a paid Pro tier. Current pricing is listed on our website. We may change pricing with 30 days' notice to existing subscribers.

• Free tier: limited transactions per month, core features included
• Pro tier: unlimited transactions, all features, billed monthly

Pro subscriptions renew automatically. You may cancel at any time. Cancellation takes effect at the end of the current billing period. No refunds are provided for partial billing periods.

8. Service Availability

We aim to keep Slimbooks available 24/7 but do not guarantee uptime. The Service may be temporarily unavailable due to maintenance, updates, or circumstances beyond our control. We will make reasonable efforts to provide advance notice of planned downtime.

9. Limitation of Liability

To the maximum extent permitted by law, Slimbooks shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, business opportunities, or goodwill, arising out of or related to your use of the Service.

Our total liability for any claim related to the Service shall not exceed the amount you paid us in the 12 months preceding the claim, or $100, whichever is greater.

We are not responsible for inaccuracies in AI-generated categorizations, errors in parsed transaction data, or financial decisions made based on reports generated by the Service.

10. Indemnification

You agree to indemnify and hold harmless Slimbooks, its officers, employees, and agents from any claims, damages, or expenses arising from your use of the Service, your violation of these Terms, or your violation of any third party's rights.

11. Changes to These Terms

We may update these Terms from time to time. Material changes will be communicated via email to the address associated with your account at least 14 days before taking effect. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

12. Governing Law

These Terms are governed by the laws of the Province of Ontario, Canada, without regard to conflict of law principles. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts of Ontario.

13. Contact

Questions about these Terms? Email us at legal@slimbooks.io.