Last updated: November 2026
Mint Management (Mint Management NY, the registered trade name of Sruly Altman Corp) provides a private portal to the clients whose books it keeps: your financial reports, a CFO that answers questions about your numbers, an Assistant that takes bookkeeping requests, and a record of what has been sent and what is waiting. Access is by invitation only. By using this portal, you agree to these terms. If your business is on the Assistant only plan (Mint Assistant on your own books, with no bookkeeping by us), the Mint Assistant Service Terms also apply and take precedence where they differ.
If you authorize Mint Management to connect to your QuickBooks Online account, you grant us access to read your accounting data and to record the entries you ask for through the portal or that form part of the bookkeeping you have engaged us for. You may revoke this authorization at any time.
A request you make through the Assistant — a check, a bill, an invoice, a deposit — is a request to your bookkeeper. Unless your account is set to post a kind of entry directly, nothing reaches your books until we approve it. A request is sent only when you confirm it. You are responsible for the accuracy of what you ask for; we are responsible for how it is recorded.
You agree not to share your login, not to attempt to access another client's data, and to use the portal only for your own company's books and reports.
Reports are prepared from the data in QuickBooks Online. CFO answers are prepared by an AI model from your books and reports: they are a starting point for a conversation with us, not accounting, tax or legal advice, and they may contain errors. Mint Management is not liable for decisions taken on an AI answer without checking with us, or for discrepancies arising from incomplete or incorrect QuickBooks data.
We may update these terms at any time. Continued use of the portal constitutes acceptance of the updated terms.
Questions? Contact us at sruly@mintmanagementny.com.