Refund Policy

CSuite Solutions, LLC trading as RosettaFi · effective 25 August 2026

30-day guarantee. If RosettaFi isn't right for you, tell us within 30 days of your first payment and we'll refund it in full. No questions asked.

If something is wrong with the software

If RosettaFi will not install on your PC, will not read your statements, or is not doing what this website says it does, that is not a refund question initially — write to support@rosettafi.com first and we will attempt to fix it. If we cannot fix it within 7 business days, you get a full refund whenever you are within 30 days and a partial month or partial year refund of the unused portion of your subscription if you are outside of 30 days.

The one limit

We may decline a refund where a subscription has been used to process statements at a volume clearly beyond personal use, or where someone repeatedly subscribes and refunds. This is here to stop deliberate abuse, not to catch ordinary customers, and we will explain our reasoning if we ever rely on it.