MosoFin is a read-only financial reporting service that runs inside Claude. If you are not satisfied, you may request a refund within thirty (30) days of your first paid purchase of MosoFin. This Policy explains how that works for our 14-day trial, Single Source subscription, and Custom plans — and what is not covered (including your separate Claude and QuickBooks accounts).
1. Money-back guarantee
We want you to be confident connecting your financial data and working with Bea inside Claude. If MosoFin is not a fit, you may cancel and request a refund within thirty (30) days following your first paid purchase of MosoFin (the “Money Back Guarantee”).
If you wish to claim a refund, you can do so within 30 days following your purchase of MosoFin. We do not grant refunds for recurring subscription payments if you cancel after the day you are charged for an auto-renewal, unless applicable law provides otherwise.
Before you request a refund, we are glad to help troubleshoot connector, workspace, or Claude setup issues — many problems are fixable without canceling.
2. Plans this Policy covers
This Policy applies to fees you pay directly to MosoFin for:
- 14-day trial — a one-time fee (currently $0.99) for full access to unlimited workspaces, with up to five authorized QuickBooks entities per workspace, for fourteen (14) days;
- Single Source — a recurring monthly subscription (currently $5.99/month) for unlimited workspaces, each supporting up to five authorized QuickBooks entities from one data-source type connection; and
- Custom — enterprise or firm plans agreed in a separate order or statement of work, unless that agreement states different refund terms.
Plan names, prices, and features may change over time; the version shown at sign-up or in your order governs your purchase. See our Pricing page for current public plans.
3. Subscription cancellation
You may cancel a recurring MosoFin subscription at any time to turn off auto-renewal for the next billing period. Cancellation stops future charges; it does not automatically refund fees already paid for the current period.
If you cancel during an active paid period, you keep access until the end of that period unless you also receive an approved refund under this Policy. Unused time in the current period is not credited or refunded except where the Money Back Guarantee applies or applicable law requires otherwise.
The 14-day trial converts to Single Source at the end of the trial unless you cancel before it ends. Canceling before conversion prevents the recurring charge; canceling after conversion follows the subscription rules above.
4. Requesting a refund
To request a refund under the Money Back Guarantee, contact us at [email protected] from the email address on your MosoFin account. Include your account email, the plan purchased, and the date of charge. A brief note about what did not work helps us improve the product, but it is not required.
We review requests in good faith. Approved refunds are limited to MosoFin fees only — not third-party services you use alongside MosoFin (see section 7).
The Money Back Guarantee applies to your first paid MosoFin purchase on an account. It does not apply to a renewal charge made after an auto-renewal billing date, unless applicable law provides otherwise.
5. Payment of refund
Approved refunds are processed without unreasonable delay and returned using the same payment method used for the purchase, unless we agree otherwise or applicable law or our payment processors prohibit that method. Payments made with prepaid cards or gift cards may not be refundable if the card issuer does not support refunds.
Refunds can take up to ten (10) business days to appear on your statement, depending on your bank or card issuer.
6. Access after a refund
When a refund is issued, your right to use MosoFin ends and we revoke access to the Service, including the MosoFin MCP server, workspaces, skills, and connected data sources.
MosoFin is read-only and does not run a background sync of your financial records. On refund or account closure, we delete or de-identify the account configuration, connection tokens, and other operational data we hold, as described in our Privacy Policy. Your books in QuickBooks or other connected systems are unchanged — we never wrote to them.
Conversations or outputs in Claude are governed by Anthropic's retention and deletion policies; deleting them is your responsibility through your Claude account.
7. What we do not refund
MosoFin fees are separate from other products you may need to use the Service. We do not refund:
- Claude or other Anthropic plans. MosoFin runs inside Claude; your Claude subscription is billed by Anthropic under its own terms.
- QuickBooks Online or other connected accounting systems. Connection fees, Intuit subscriptions, or data in third-party ledgers are outside MosoFin's billing.
- Taxes, bank fees, or currency conversion charged by third parties on a refunded transaction, except where we are required to remit tax refunds by law.
- Renewal charges after the day of an auto-renewal, except where applicable law provides otherwise.
- Custom plan amounts where a signed order or statement of work specifies non-refundable terms, deposits, or minimum terms.
8. Eligibility limits
You may receive a Money Back Guarantee refund for MosoFin at most twice for the same plan type (for example, twice for Single Source). If you purchase that plan again after a second refund, no further Money Back Guarantee applies to that plan.
The 14-day trial is limited to one trial per account. Creating duplicate accounts to obtain additional trials violates our Terms of Service and is not eligible for repeated trial refunds.
Nothing in this Policy limits refund or cancellation rights that cannot be waived under applicable consumer-protection law.
9. Contact
Refund and cancellation questions? Email [email protected].
MosoFin is operated by BambooX LLC, a California limited liability company. This Policy is part of our agreement with you together with our Terms of Service and Privacy Policy.