Last updated: Sep 22, 2025

Quick Summary

Not a Legal Substitute

AI-Powered Service

We help small and medium businesses in the U.S. and Canada with AI-powered bookkeeping.

Your Data, Your Control

You own your data. We keep it safe and delete it immediately if you cancel.

Professional Support

We are not a substitute for an accountant or tax advisor.

Fair Refund Policy

Bookkeeping subscriptions can be refunded up to 3 months if unused. Tax filing is non-refundable.

Transparent Updates

We may update these Terms, and we'll notify you 30 days in advance by email.

1. Who We Are

Hesa AI is operated by Hesabooks Inc., a Delaware C-Corp. The Service is intended for small to medium-sized businesses in the United States and Canada. By signing up, you agree to these Terms.

2. Changes to These Terms

We may update these Terms from time to time. You will be notified by email at least 30 days in advance. Continued use of the Service means you accept the changes.

3. What We Provide

Hesa AI connects with your bank accounts, processes your transaction data, and provides insights through a dashboard and AI chat. The Service is designed to help with bookkeeping, but it is not a certified accountant, auditor, or tax advisor. You are responsible for your own compliance and filings.

4. Your Responsibilities

  • Provide accurate and lawful financial information.
  • Do not use the Service for unlawful activities (fraud, money laundering, etc.).
  • Verify the accuracy of bookkeeping or insights before making decisions.

5. AI Usage & Disclaimers

The Service uses AI to categorize transactions and provide insights. We strive to meet professional bookkeeping standards in the U.S. and Canada. However, no AI is 100% accurate. Always review outputs before relying on them for compliance or filings. The Service is provided "as is."

6. Data & Privacy

  • We collect your financial data (bank transactions, receipts, uploads, etc.) only to provide the Service.
  • Data is encrypted in transit and at rest.
  • On cancellation, your data is immediately deleted. Please export before terminating.
  • We may use anonymized data to improve our AI systems.

7. Payments & Refunds

  • Subscriptions are billed monthly or annually via our payment processor.
  • Bookkeeping refunds: Available up to 3 months of unused fees if the Service wasn't actively used (no dashboard/AI activity or new data connections).
  • Tax filing (if offered): Non-refundable once initiated.
  • We may deny refunds in cases of abuse or excessive requests.

8. Suspension & Termination

We may suspend or terminate your access:

  • Immediately for cause (fraud, illegal use, or non-payment).
  • With 30 days' notice for general discontinuation of the Service.

All user data is deleted immediately upon termination.

9. Limits of Liability

Our total liability is capped at the amount you paid in the past 12 months. We are not responsible for indirect, incidental, or consequential damages. You agree to indemnify Hesabooks against claims resulting from misuse of the Service.

10. Governing Law

These Terms are governed by the laws of Delaware, United States. Disputes will be resolved by binding arbitration. Class actions are waived to the extent permitted by law.

11. Contact

Questions? Reach us at [email protected]