Legal Disclosures
Important disclosures about what FinLedgic is, and what it isn't.
Software, not a financial institution
FinLedgic is a bookkeeping and invoicing software product. We are not a bank, money transmitter, broker-dealer, investment adviser, or lender. FinLedgic does not hold funds and cannot move money from your accounts.
Not professional advice
Information and reports in FinLedgic are for record-keeping and informational purposes only and do not constitute accounting, tax, legal, or investment advice. Categorizations and totals are generated from the data available and may be incomplete or delayed. Always confirm figures and consult a qualified accountant or tax professional before filing or making financial decisions.
Bank data
Account and transaction data is provided through Plaid and originates from your financial institutions. FinLedgic is not responsible for the accuracy, completeness, or timeliness of data supplied by third parties, and syncing may be delayed by your bank.
No guarantee of outcomes
FinLedgic does not guarantee any particular financial result, tax outcome, or business performance. You are solely responsible for your books, filings, and decisions.
Third-party marks
Plaid, Stripe, and other names are trademarks of their respective owners. Their appearance here indicates integration, not endorsement.
Contact
For questions about these disclosures, email legal@finledgic.com.