Terms

Terms of service.

The agreement between your firm or business and booked.: what we provide, what you pay, fair use of Penny, and who is responsible for what.

Last updated November 13, 2026

These terms are an agreement between booked accounting (“booked.”, “we”, “us”) and the firm or business that signs up (“you”). They cover app.bookedplatform.com, the booked. client portal, the booked. Chrome extension, the booked. connector for Claude, and this website (together, the “service”). The person who accepts them confirms they can do so on behalf of the firm or business. Our privacy policy explains how we handle personal information and is part of these terms.

1. Accounts

  • You are responsible for your team’s accounts and for what is done under them.
  • Keep sign-in details secure and tell us promptly if you think an account has been compromised.
  • Each person needs their own login. Firm plans include unlimited team members.

2. Penny and your review

Penny is the AI accountant inside booked. She proposes categorizations, journal entries, reconciliations, reports and messages. Work that changes the books or reaches someone outside your firm waits for a person’s approval.

  • You remain responsible for the books, filings and advice you deliver. Review Penny’s work before you approve it, as you would a colleague’s.
  • Penny can make mistakes. booked. is a tool for keeping books. It is not tax, legal or investment advice and does not replace your professional judgment.

3. Firms and their clients

If you are a firm, you decide which client data goes into booked. and confirm you have the right to put it there. We process that data on your behalf and only to provide the service. Your clients’ questions about their data should go to you first.

4. Plans, prices and billing

  • Firm plans are billed per active client per month. A client is active in a month if you keep its books in booked. during that month. Archived clients are not billed. Volume prices apply band by band, and a monthly minimum applies, as shown on the pricing page.
  • The Business plan covers one company’s books for a flat monthly price, plus a set price for each additional company. Inviting your accountant is free.
  • Founding pricing. Firms that join during early access keep their founding prices for as long as their subscription stays active without a break.
  • Billing. Plans are billed monthly in advance, or annually in advance at ten months’ price for twelve. Firm plans are adjusted each month for the number of active clients. Prices exclude taxes, which are added where the law requires.
  • Price changes. We will give at least 30 days’ notice by email before a price change applies to you. Founding prices are not affected.
  • Non-payment. If a payment fails and is not resolved within 14 days of our notice, we may suspend the service until it is. Your data stays intact and exportable.

5. Fair use of Penny

Penny is included in every plan. There is no usage meter, no cap and no overage charge. That includes catch-up work: closing a backlog of past months or years costs nothing extra. This section explains the one limit, which exists to protect the service for everyone and which most firms will never reach.

What fair use covers

Using Penny for bookkeeping and accounting work on books kept in booked.: closing and reconciling months, catch-up years, journal entries, reports and exports, research memos, client questions, and answering your team’s questions about the books. Use any amount of this, as often as the work needs.

What it does not cover

  • Using Penny as a general-purpose AI service for work unrelated to books kept in booked.
  • Automated or scripted requests, through the app, the Chrome extension, the connector or any other route, designed to generate volume rather than to do bookkeeping work.
  • Sharing, reselling or providing access to Penny outside your firm or business.
  • Repeatedly reprocessing the same documents or periods with no bookkeeping reason to do so.
  • Any use that degrades the service for other customers.

How we apply it

  • We compare usage per client with firms of a similar size. Usage is outside fair use only if it is sustained at more than ten times the typical level for at least two consecutive months, or if it falls into one of the categories above.
  • If that happens, we contact you first, show you what we see, and work it out with you. You then have at least 30 days to change how Penny is being used, move to an Enterprise plan, or agree a price with us.
  • We never add a usage charge to your bill without your written agreement.
  • We do not stop or slow Penny without notice, except to protect the service from abuse or a security threat. In that case we limit only the activity causing the problem, only for as long as needed, and tell you promptly.
  • For very large catch-ups, such as several years of history for many clients at once, we may schedule the work over a longer period so it doesn’t crowd out other firms. It still costs nothing extra.

6. Acceptable use

You agree not to:

  • use the service for anything unlawful or fraudulent, including falsifying books or records;
  • upload data you have no right to use, or malware;
  • try to access another firm’s data or get around the service’s security or approvals;
  • copy, resell or reverse-engineer the service, or use it to build a competing product.

7. Your data

  • You own your data. We use it only to provide and secure the service, as our privacy policy describes.
  • We do not use your books, documents or conversations to train AI models.
  • You can export your books in Excel, PDF or Word at any time, including after you cancel, for 90 days. After that we delete or anonymize your data, except where the law requires us to keep it.

8. Connected services

If you connect bank feeds, Google, Stripe, payroll or Claude, those services are provided under their own terms. We are not responsible for their availability or for what they do with data you choose to send them.

9. Early access and changes to the service

booked. is in early access. We improve it continually and may change or retire features. If a change materially reduces what your plan includes, we will tell you in advance, and you may cancel and receive a prorated refund of any prepaid fees.

10. Cancellation and termination

  • You can cancel at any time. Cancellation takes effect at the end of the current billing period.
  • We may suspend or end an account that seriously or repeatedly breaks these terms, after notice and a chance to fix the problem where that is reasonable.

11. Warranties and liability

  • We provide the service with reasonable care and skill. Beyond that, and to the extent the law allows, it is provided “as is” without other warranties.
  • Neither party is liable for indirect or consequential losses, such as lost profits or lost data that could have been exported.
  • Each party’s total liability under these terms is limited to the fees you paid in the 12 months before the claim. This limit does not apply to your payment obligations, to either party’s fraud, or where the law does not allow it.

12. Changes to these terms

If we change these terms in a way that matters, we will tell you by email or in the app at least 30 days before the change takes effect. Continuing to use the service after that means you accept the change.

13. Contact

booked accounting · support@bookedplatform.com