Terms of Service
Last Updated: August 3, 2026 • Effective Version 2.1
1. Acceptance of Terms
By accessing or using Finviva ("Service", "Platform", or "We"), operated by Finviva Inc., you agree to be bound by these Terms of Service. If you are entering into this agreement on behalf of a company, LLC, or other legal entity, you represent that you have the authority to bind such entity.
2. Service Description & Plans
Finviva provides AI-assisted financial management, automated invoicing, receipt parsing, AR aging analytics, multi-entity switching, and QuickBooks API synchronization. Access is granted based on your active subscription tier:
- Starter ($9/mo): 1 LLC Entity, Unlimited Invoicing, QuickBooks Migration Engine, 50 AI Receipt Scans.
- Growth ($19/mo): 3 LLC Entities, Full AI Assistant Chat, Automated AR Reminders, CPA Access.
- Scale ($39/mo): Unlimited LLC Entities, Priority QuickBooks API Sync, Custom Branding, Dedicated Support.
3. Account Security & Multi-Tenancy
You are responsible for maintaining the confidentiality of your login credentials. Each account and associated LLC entities are bound by strict user-level data isolation. Unauthorized attempts to bypass multi-tenant security barriers will result in immediate account termination.
4. QuickBooks & Third-Party Integrations
Our platform connects with Intuit QuickBooks Online via official OAuth 2.0 API integrations. You acknowledge and agree that:
- Finviva is an independent software solution and is not directly owned by Intuit Inc.
- Data sync performance depends on third-party API availability and Intuit rate limits.
- You may revoke integration authorization at any time via your account settings.
5. Financial Disclaimer & AI Assistance
Finviva and its AI Copilot assist with ledger entry, draft invoice generation, and expense categorization. Finviva is not a licensed CPA firm, certified auditor, or legal tax representative. You are strongly advised to review generated P&L statements with your certified public accountant before filing official tax returns.
6. Billing, Upgrades, & Refunds
Subscriptions auto-renew monthly or annually. You may cancel your subscription at any time through the Settings & Billing tab. Cancellations take effect at the end of the current billing cycle. Refunds are evaluated on a case-by-case basis within 14 days of purchase.
7. Termination & Data Portability
Upon account termination or cancellation, your business ledgers remain downloadable in CSV/Excel format for 30 days, after which data may be permanently scrubbed in accordance with our Privacy Policy.
8. Contact Information
If you have questions regarding these Terms of Service, please contact our legal team: