Terms of Service

These Terms of Service (“Terms”) govern your use of the SlimBooks mobile application and related services (collectively, the “Service”) provided by Indie CFO LLC (“we,” “our,” or “us”). By creating an account or using the Service, you agree to be bound by these Terms.

Acceptance of Terms

By accessing or using SlimBooks, you confirm that you have read, understood, and agree to these Terms and our Privacy Policy. If you do not agree, you may not use the Service.

Description of Service

SlimBooks is a bookkeeping tool for solopreneurs that helps you organize and categorize business transactions and generate expense reports for tax preparation.

SlimBooks is a software tool only. We do not provide tax, legal, accounting, or financial advice. The reports and categorizations generated by the Service are for informational purposes, and you are solely responsible for the accuracy of any tax filings or financial decisions you make based on them. Consult a qualified professional for advice specific to your situation.

Accounts and Eligibility

• You must be at least 13 years old to use the Service, and at least 18 years old (or the age of majority in your jurisdiction) to purchase a subscription.
• You agree to provide accurate account information and to keep it up to date.
• You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account.
• Notify us promptly at gustavo@getslimbooks.com if you suspect unauthorized use of your account.

Subscriptions and Billing

• Payment: Paid features require a subscription, billed through our payment processor, Stripe, or through the Apple App Store, depending on where you subscribe.
• Auto-renewal: Subscriptions renew automatically at the end of each billing period unless canceled before the renewal date.
• Plan changes: You can upgrade, downgrade, or manage your plan through the billing portal or your App Store subscription settings. Downgrades take effect at the end of the current billing period.
• Cancellation: You may cancel at any time. Cancellation takes effect at the end of the current billing period, and you retain access to paid features until then.
• Refunds: Except where required by law or by App Store policy, payments are non-refundable.
• Price changes: We may change subscription pricing with advance notice. Price changes apply at your next renewal.

Bank Connections and Imported Data

• SlimBooks lets you connect bank accounts through Plaid, a third-party service. Your use of Plaid is subject to Plaid's own terms and privacy policy.
• You may also import transaction data via CSV files. You are responsible for ensuring you have the right to import any data you provide and for its accuracy.
• We do not guarantee that transaction data retrieved from your financial institutions is complete, accurate, or timely. Always verify important figures against your official bank records.

Acceptable Use

You agree not to:

• Use the Service for any unlawful purpose or in violation of any applicable laws
• Attempt to gain unauthorized access to the Service, other users' accounts, or our systems
• Reverse engineer, decompile, or disassemble any part of the Service
• Interfere with or disrupt the integrity or performance of the Service
• Resell, sublicense, or redistribute the Service without our written permission

Intellectual Property

The Service, including its software, design, logos, and content (excluding your data), is owned by Indie CFO LLC and protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable license to use the Service for your own business purposes. You retain all rights to the transaction data and other content you provide to the Service.

Disclaimer of Warranties

The Service is provided “as is” and “as available” without warranties of any kind, whether express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or that data will never be lost. You should maintain your own records of important financial information.

Limitation of Liability

To the maximum extent permitted by law, SlimBooks shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, or business opportunities, arising out of or related to your use of the Service. Our total liability for any claim arising from these Terms or the Service shall not exceed the amount you paid us in the twelve months preceding the claim.

Termination and Account Deletion

You may stop using the Service and delete your account at any time from within the app or on our website. Deleting your account permanently removes your account and all associated data from our systems, as described in our Privacy Policy.

We may suspend or terminate your access to the Service if you violate these Terms or use the Service in a way that could cause harm to us or others. Where practical, we will provide notice before termination.

Changes to These Terms

We may update these Terms from time to time. If we make material changes, we will notify you through the app or by updating the “Last updated” date at the top of this page. Your continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

Contact Information

If you have any questions about these Terms, please contact us at:

gustavo@getslimbooks.com