Terms of Service

Last updated: February 08, 2026

1. Introduction

Welcome to BankToBook. By accessing or using our website and services, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our services.

2. Description of Service

BankToBook provides automated extraction services for bank statements and checks, converting PDF and image documents into structured data formats like CSV and QuickBooks. We do not provide financial, accounting, or legal advice.

3. User Responsibilities

  • You are responsible for maintaining the confidentiality of your account credentials.
  • You agree not to upload any illegal or malicious content.
  • You represent that you have the right to process the financial documents you upload.

4. Privacy & Data Security

We take your privacy seriously. We employ industry-standard encryption (AES-256) to protect your data. We operate on a zero-retention policy for input documents, meaning your uploaded files are deleted immediately after processing. Please review our full Privacy Policy for details.

5. Subscriptions & Billing

Paid subscriptions are billed in advance on a monthly or annual basis. You may cancel your subscription at any time; however, cancellations will be effective at the end of the current billing cycle. No refunds are provided for partial usage.

6. Limitation of Liability

To the maximum extent permitted by law, BankToBook shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly.

7. Changes to Terms

We reserve the right to modify these terms at any time. We will notify users of significant changes via email or through the service. Continued use of the service after such changes constitutes acceptance of the new terms.

Contact Us

If you have any questions about these Terms, please contact us at support@banktobook.com.