For the Assistant only plan · version 2026-11-04
Draft for review: this wording has not yet been approved.
These terms apply on top of our Terms of Service to businesses on the Assistant only plan, and take precedence where the two differ.
Mint Assistant is software from Mint Management (Mint Management NY, the registered trade name of Sruly Altman Corp): an assistant on WhatsApp and in your portal that prepares entries in your QuickBooks Online company, answers questions about your numbers, and looks over each month's books. On the Assistant only plan Mint Management does not keep your books, review your entries, reconcile your accounts or prepare your reports, and nothing in Mint Assistant is accounting, tax, legal or financial advice. If you want those services, they are a separate engagement.
An entry is prepared as a card and goes into your books only when you, or someone on your account, confirm it. Check each card before you confirm it: once confirmed, it posts to QuickBooks without anyone at Mint Management reviewing it, and you are responsible for the entries in your books. Mint Assistant adds some checks around a confirmation (it asks once about a new vendor or customer and about a repeat of the same payee and amount, and above the limit on your account it waits for the business owner's own confirmation), and for a short time after an entry posts you can undo it. These checks help; they do not make Mint Management responsible for what is posted.
Mint Assistant, CFO chat and the monthly check-up use AI models. They can misread a photo, choose the wrong account, miss a problem or state a figure wrongly. The check-up is a look over your books, not an audit or a review by an accountant. Check anything that matters before you rely on it.
You decide who may use your account: the WhatsApp numbers you ask us to register, what each may see and do, and which is the business owner's. Anything confirmed from a registered number or your portal login is treated as confirmed by you. Keep your login to yourself and tell us at once to remove a number that should no longer have access.
You authorize Mint Assistant to read your QuickBooks Online company and to record the entries you confirm. Your use of QuickBooks stays under Intuit's terms, and your use of WhatsApp under Meta's; we are not responsible for their services being available. You can disconnect QuickBooks at any time from your Intuit account or by asking us.
The plan is a monthly fee, as agreed when you signed up, and includes a monthly AI allowance. When the allowance is used, Mint Assistant and CFO chat pause until the 1st of the next month; confirming, cancelling and undoing what is already waiting keep working. Questions to Mint support are included. A change to your books made by a person at Mint Management is paid bookkeeper time, at the rate we tell you before we start, and only with your agreement. We give you 30 days' notice of a change to your fee.
How we handle your data, and who processes it for us, is in our Privacy Policy. On the Assistant only plan, only Mint Management's owner looks at your books, and only to help you when you ask or to fix a problem with the service; anyone else at Mint Management only if you ask for their help.
You can cancel at any time; the plan runs to the end of the month you have paid for. We may suspend or end the service for unpaid fees or misuse, with notice where we can give it. When the service ends we disconnect QuickBooks and WhatsApp, and on request delete what we hold about your business, except what we must keep by law. Your books stay in QuickBooks.
Mint Assistant is provided as it is. To the extent the law allows, Mint Management is not liable for indirect or consequential losses, or for entries posted on your confirmation, and its total liability to you is limited to the fees you paid for the service in the three months before the claim.
We may update these terms. A change that matters is shown to you to accept before you carry on using Mint Assistant. These terms are governed by the laws of the State of New York. Questions: sruly@mintmanagementny.com.