Terms of Service

You must be at least 18 and able to enter a binding contract. You're responsible for your account, keeping your login secure, and the accuracy of the information you provide.

Paid plans are billed monthly in advance. Plans include usage caps (such as transactions, revenue, and linked accounts); usage above those caps and catch-up bookkeeping are billed at the rates shown on our Pricing page.

You can cancel anytime; cancellation takes effect at the end of the current billing period.

Tallify provides bookkeeping tools, AI-assisted categorization, and estimates such as tax reserves. These are informational and are not tax, legal, or financial advice. Consult a qualified professional for your situation.

Payments and bank connections are provided by third parties (such as Stripe) and are subject to their terms. Tallify isn't a bank and doesn't hold your funds.

Don't use Tallify for unlawful activity, fraud, or to send spam; don't attempt to access other accounts or disrupt the service.

You own your data. You grant us permission to process it only to provide and improve the service as described in our Privacy Policy.

Tallify is provided "as is." To the extent permitted by law, our total liability is limited to the fees you paid in the 12 months before the claim.

We may update these terms with notice. We may suspend accounts that violate them. You can export your data before closing your account.