Terms

What you're buying, in one paragraph.

One catch-up pack for $19, charged once: up to 400 pages of PDF bank statements, every transaction coded to a chart of accounts you supply, tied out against each statement's closing balance, delivered as your chosen file within 48 hours of your files reaching us. A person reads your client's statements as part of this work. This is not a subscription: it cannot renew, Halebook does not store your card, and there is no trial. Your pages never expire. Your statement PDFs are deleted 7 days after delivery. If the export does not tie out, or it is late, ask and you get all $19 back.

By paying you confirm that you have read the refund policy and the data handling statement, and that you understand a person will read the statements you send.

What it is not

• Not a live bank feed. No connection to any bank, no credentials, no Plaid.
• Not tax advice. The coding is bookkeeping treatment against the chart of accounts supplied; the buyer is the professional and signs it off.
• Not a bookkeeping service. No reconciliation against a ledger, no month-end close, no journals, no filings, no client contact.
• Also not: receipt or invoice capture, a general ledger, an app inside QuickBooks or Xero, and not for lenders or underwriters.

Billing mechanics

• One-time charge.
• Cannot auto-renew — there is no subscription object to renew.
• No card stored by Halebook (Stripe holds the payment method, not us).
• No trial that converts. No credits that expire. No per-client fee.

Capacity

A limited number of packs each week, because one person does them. If capacity is full when the payment lands, you are told within 2 hours and refunded in full unless you choose to wait.