LedgerlyPro Terms and Conditions

These Terms govern your use of the LedgerlyPro platform. By using our service, you agree to these Terms.

LedgerlyPro provides financial management tools for self‑employed users and small businesses.

We are not a bank, accountant, or tax advisor.

You must be:

• At least 18
• Legally able to enter a contract
• Using the service for lawful purposes

You agree to:

• Provide accurate information
• Keep login details secure
• Use the platform legally
• Review financial data for accuracy

When adding financial data to LedgerlyPro:

• You may upload or enter CSV/Excel files, receipts, invoices and supporting records
• LedgerlyPro displays and organises this data for your use
• You remain responsible for reviewing your records

LedgerlyPro does not provide:

• Tax advice
• Legal advice
• Financial advice

Insights are informational only.

If applicable:

• Fees will be clearly displayed
• Subscriptions renew automatically
• Refunds follow our Refund Policy

For payment setup, see Stripe subscriptions.

You must not:

• Misuse the platform
• Access other users' data
• Reverse engineer the service
• Use the platform for illegal activities

We may suspend or terminate your account if:

• You breach these Terms
• You misuse the service
• Required by law

You may cancel anytime.

LedgerlyPro is not liable for:

• Loss of profits
• Indirect or consequential damages
• Errors in third‑party data

Our total liability is limited to the amount paid in the last 12 months.

We handle your personal and financial data in line with our Privacy Policy and Data Protection Policy.

Data imports and integrations

LedgerlyPro may support Controlled Statement Import for selected CSV/Excel files and configured third-party integrations. You remain responsible for checking imported records before relying on them for reporting or submissions.

LedgerlyPro is a software tool. It is not an accountant, tax advisor, legal advisor, or financial advisor. Nothing in the product constitutes financial, tax, or legal advice.

What LedgerlyPro does NOT do

• LedgerlyPro does not file Self-Assessment returns with HMRC.
• LedgerlyPro does not file RTI payroll submissions with HMRC.
• LedgerlyPro does not file VAT returns with HMRC on your behalf.
• LedgerlyPro is not endorsed by HMRC.

Tax outputs are estimates

Any tax figures shown in LedgerlyPro (income tax, National Insurance, VAT, etc.) are estimates only based on UK rules at the time of calculation. Your final liability may differ. Always verify with an accountant or HMRC directly before submitting.

Payroll summaries

LedgerlyPro provides payroll summaries only — we generate PDF payslips and accountant-ready summary packs. We do not submit RTI returns to HMRC. RTI submissions, tax code changes, pension scheme setup and year-end filings remain your accountant’s or HMRC’s responsibility.

AI suggestions

LedgerlyPro uses AI to assist with expense categorisation, receipt scanning, anomaly detection and written summaries. AI suggestions are estimates and may not always be accurate. You are responsible for reviewing every AI-generated suggestion before relying on it. AI does not replace an accountant.

HMRC Making Tax Digital

Where LedgerlyPro supports HMRC Making Tax Digital submissions in the future, we act solely as a software provider. You are responsible for reviewing all data before submitting it to HMRC.

You are solely responsible for the accuracy of your financial records, the timeliness of your tax submissions, and any decisions made using LedgerlyPro’s output.

These Terms & Conditions are governed by the laws of England and Wales. Any disputes will be subject to the exclusive jurisdiction of the courts of England and Wales.

We may update these Terms. Continued use means acceptance.

Email: support@ledgerlypro.co.uk