Terms of Service

Last updated: June 14, 2026

1. Who we are

CleanupLedger ("CleanupLedger", "we", "us", or "our") is a self-serve web tool that turns a QuickBooks Online data export into a cleanup diagnostic — a "books-health" score, the data-quality issues it flags (uncategorized transactions, duplicates, opening balance equity activity, missing payees, and more), an estimate of cleanup hours, a suggested quote range, and a client approval packet. By accessing our website or using the service, you ("you", "the customer") agree to these Terms of Service.

2. The service

You upload a QuickBooks Online export (Transaction List by Date), or, with Firm Monitor (currently in private beta), connect your QuickBooks Online account so we can pull the data for you. We instantly generate a cleanup diagnostic — a books-health score, the data-quality issues found, an estimate of cleanup hours, a suggested quote range, and a client approval packet. The figures and issue counts are computed directly from your data by our software; they are not generated by a language model.

Uploaded files are analyzed in memory to produce your report and are not stored on our servers (see our Privacy Policy).

3. Diagnostic only — not professional advice

CleanupLedger provides diagnostic and workflow assistance only. It does not provide accounting, tax, audit, bookkeeping, or legal advice. The report is intended to support the professional judgment of a qualified bookkeeper, accountant, or ProAdvisor — not to replace it. You are responsible for independently verifying any findings before relying on them, quoting a client, or filing anything with any authority. We are not affiliated with, endorsed by, or sponsored by Intuit Inc. or QuickBooks.

4. Accuracy and report errors

The report and books-health check are generated automatically from the data you provide or that we read from your connected QuickBooks Online account. The output is only as accurate, complete, and current as that source data. If the underlying bookkeeping is incomplete, miscategorized, duplicated, or otherwise incorrect, the report will reflect those issues — "garbage in, garbage out."

We do not warrant that the report, its figures, its categorizations, or the issues it flags (or fails to flag) are accurate, complete, or error-free. The books-health check may surface false positives, may miss real problems, and is not a substitute for a full review by a qualified professional. You must independently review and verify the report before sending it to a client, relying on it, quoting work, or making any financial, tax, or business decision. To the maximum extent permitted by law, we are not responsible for any error or omission in a report, or for any loss, claim, or decision arising from one. Your sole remedy for dissatisfaction with the service is the refund described in Section 7 and our Refund Policy.

5. Performance and timing estimates

Statements about speed, turnaround, or convenience — for example, that you can "turn a QuickBooks export into a cleanup diagnostic in about a minute" — are illustrative estimates of typical use, not guarantees. Actual time and results vary with file size, data quality, your QuickBooks setup, internet connection, and third-party services (such as Intuit and our payment provider). We do not guarantee any specific processing time, uptime, or uninterrupted availability, and we may change, suspend, or discontinue features at any time.

6. Plans and payment

The free preview lets you see a file's books-health score, severity and top issues at no cost. The numbers you quote with unlock per file as one-time purchases: the Full Diagnostic (US$29 — estimated hours, quote range, cleanup phases, scope and the full issue breakdown for that file) and the Client Packet (US$49 — everything in the Full Diagnostic plus a client-facing approval packet, ready-to-send email and basic white-label). The 10-Pack (US$199) is a one-time purchase of 10 client packets for firms scoping multiple cleanups. These three plans are one-time purchases. Firm Monitor is a separate monthly plan, currently in private beta with no charge; if and when it launches it will be billed monthly at the price shown at checkout. Payments are processed by Polar (Polar Software, Inc.), our Merchant of Record; you can pay with most major debit or credit cards without creating an account. Prices are stated in US dollars. Any taxes are handled by Polar as the Merchant of Record and shown at checkout where applicable.

One-time purchases of the Full Diagnostic and Client Packet apply to a single file. The 10-Pack provides 10 client packets you can use across files. We may add, change, or remove plans and prices at any time; the price shown at checkout is the price that applies to your purchase.

7. Refunds

We offer a 100% money-back guarantee on our paid products, described in full in our Refund Policy. If a paid diagnostic or pack does not help you, you may request a full refund of that charge within 14 days.

8. Your responsibilities

• You confirm that you have the right to share the data you submit — for example, that you are the business owner or an authorized bookkeeper/accountant acting for the client whose data you upload.
• You will not submit data you are not authorized to share.
• You will not use the service for any unlawful purpose or to violate the rights of any third party.
• You will not attempt to disrupt, reverse-engineer, or abuse the service or its infrastructure.

9. Communications and marketing

When you create an account or provide your email address (including on the Free plan or any sign-up form), you agree that we may contact you at that address about the service — including sign-in links, account and billing notices, and product news, tips, offers, and other marketing messages about CleanupLedger. You can opt out of marketing emails at any time using the unsubscribe link in those messages or by emailing hello@cleanupledger.com; we will still send essential account, security, and transactional messages. We do not sell your email address or share it with third parties for their own marketing. See our Privacy Policy for details.

10. Intellectual property

The report we deliver is yours to use within your own practice and with your own clients. The CleanupLedger name, website, methodology, and report templates remain our property. You retain ownership of the underlying financial data you submit.

11. Limitation of liability

To the maximum extent permitted by law, CleanupLedger's total liability arising from or relating to the service — including any report error, omission, inaccuracy, delay, or downtime — is limited to the amount you paid to us for the diagnostic or billing period giving rise to the claim (US$0 if you only used the free preview). We are not liable for indirect, incidental, special, or consequential damages, or for decisions you or any third party make based on the report or its timing. The service is provided "as is" and "as available" without warranties of any kind, whether express or implied (including merchantability, fitness for a particular purpose, accuracy, or non-infringement), except as expressly stated in our Refund Policy.

12. Changes to these terms

We may update these Terms from time to time. Material changes will be reflected by the "Last updated" date above. Continued use of the service after a change constitutes acceptance of the updated Terms.

13. Contact

Questions about these Terms? Email us at hello@cleanupledger.com.