AI Use Policy

BookOS uses AI to suggest categories, summarize trends, flag unusual activity, match receipts, draft informational reports, and explain cash-flow changes. AI outputs may be incomplete, outdated, or incorrect. Users must review, edit, approve, or reject AI outputs before relying on them for records, reports, or business decisions.

BookOS AI does not provide tax advice, investment advice, legal advice, CPA services, accounting firm services, payroll services, banking services, lending services, escrow services, or money transmission services.

AI can suggest transaction categories, detect duplicates and anomalies, suggest receipt matches, draft summaries of spending, income, and cash-flow trends, generate forecast scenarios, and answer questions about the data you provide. AI does not prepare tax returns, prepare regulated submissions, move money, hold funds, or recommend specific securities or financial products.

Every AI output should be reviewed before it is relied upon. Where AI suggestions affect your records, BookOS shows them as “Suggested” or “Needs review” and requires your explicit approval. Auto-categorization (when enabled) is configurable, threshold-based, and bound by your policy controls.

AI requests are processed by third-party providers we have contracted with for AI services. Current providers are listed on our Service providers page. We do not use your data to train public foundation models. Providers may temporarily retain prompts for abuse-monitoring purposes consistent with their contractual obligations to us.

AI may produce incorrect, incomplete, or out-of-date outputs. Always verify results before they are used in records, reports, or business decisions. Where relevant, engage your own accountant, bookkeeper, tax professional, attorney, investor, or advisor.

BookOS records AI-suggested actions and approvals so you can audit how a record was changed. Activity logs are visible from your workspace.

You remain responsible for the accuracy of your records, your professional decisions, your compliance decisions, and your financial outcomes. BookOS does not guarantee accuracy, completeness, savings, tax outcomes, compliance, or financial results.