Terms of Service

These Terms of Service apply to the use of the Veritas Books website and the financial data preparation services offered through it.

By using this website or contacting Veritas Books about a service, you agree to these terms.

About the service

Veritas Books provides financial data preparation for bookkeeping workflows.

This may include:

• Review of bank transaction CSV files
• Transaction description standardisation
• Merchant identification where possible
• Category assignment
• Duplicate spotting
• Flagging of unclear entries for review
• Preparation of structured output files

The service is intended to support bookkeeping workflows by preparing data in a clearer and more usable format. It does not constitute bookkeeping, accounting, tax advice, audit work, legal advice, or regulated financial advice.

Quotes and scope

All work is subject to review of the file or enquiry details provided.

Quotes are based on the expected scope of work, including file size, complexity, format, and the amount of manual review required.

No work begins until scope and pricing have been confirmed.

Free sample review

Where offered, a free sample clean or review is limited to the amount stated on the website or agreed directly.

A free sample does not guarantee acceptance of the full job.

Turnaround times

Any turnaround time stated on the website is an estimate only unless expressly agreed.

Turnaround may vary depending on workload, file complexity, response times, and the quality of the data provided.

Client responsibilities

The client is responsible for:

• Ensuring they have the right to provide any data or file submitted
• Removing or minimising unnecessary sensitive information where possible
• Providing accurate instructions where specific output is required
• Reviewing the final output before relying on it for bookkeeping or business use

If a preferred format, column order, or workflow requirement is needed, this should be stated in advance where possible.

Output and review flags

Prepared outputs are based on the information visible in the source file and any instructions provided.

Where a transaction cannot be identified or categorised with confidence, it may be flagged for review rather than guessed.

The client remains responsible for checking the final output and confirming any unclear entries before use in accounting or bookkeeping systems.

Payment

Payment terms will be confirmed before work begins.

Unless otherwise agreed, payment is due in accordance with the quote or invoice issued for the work.

Veritas Books reserves the right not to begin or release completed work until agreed payment terms are met.

Ongoing work

Regular ongoing work or repeated file preparation may be offered by arrangement.

Reduced pricing may be available depending on file volume, frequency, and scope.

Confidentiality

Files and data submitted are handled confidentially and used only for the agreed purpose of review or preparation.

Reasonable steps are taken to protect data, but clients should avoid sending unnecessary sensitive information where possible.

A separate confidentiality agreement or NDA may be considered on request where appropriate.

Data protection

Personal information and submitted files are handled in accordance with the Privacy Policy on this website.

Where Veritas Books processes personal data on behalf of a client, additional terms may be required for ongoing or larger-scale work.

Limitation of liability

Veritas Books aims to provide careful and accurate data preparation, but cannot guarantee that submitted source data is complete, accurate, or free from ambiguity.

To the fullest extent permitted by law, Veritas Books shall not be liable for indirect loss, consequential loss, loss of profits, loss of business opportunity, or losses arising from reliance on unchecked output.

Nothing in these terms excludes liability where it cannot lawfully be excluded.

Website content

The content on this website is provided for general information only and may be updated at any time.

Examples shown on the website are illustrative and may be simplified, anonymised, or adapted for demonstration purposes.

Changes to these terms

These Terms of Service may be updated from time to time.

Contact

For questions about these terms or the services offered, please use the contact page on this website.