Plain-language terms.

What Blotter does. We turn property-management statements you provide into bookkeeping, audits, and tax-preparation inputs. We verify documents against their own arithmetic and raise questions; we never allege wrongdoing, and nothing here is tax, legal, or accounting advice.

Your documents. Statements, invoices, and forms you upload are yours. We store them to provide the service, process them with AI providers under their enterprise terms, and never sell them. Delete your account and your documents go with it.

Anonymized benchmarking. By using Blotter you grant us the right to use figures derived from your documents — amounts, categories, geography, property-manager pricing — in anonymized, aggregated form to build market benchmarks (for example, “median turnover clean in Grand Rapids”). Aggregates are only published with meaningful sample sizes from multiple unrelated accounts, and never include your name, addresses beyond city/state, or any document.

Share links. CPA packages and PM scorecards you share via link are readable by anyone holding the link until you revoke it.

Payments. One-off audit credits are consumed per audit and refunded if an audit fails. Subscriptions bill monthly via Stripe and can be cancelled any time, effective end of period.

Accuracy. We engineer for exactness — reconciliation to the cent or an explicit warning — but extraction can err. The review tools exist so you can verify anything that matters before relying on it.

Working draft — formal terms will replace this page before general availability.