Terms of Use

These terms are the agreement between you and CSuite Solutions, LLC, a Florida limited liability company doing business as RosettaFi ("we", "us"). They cover the RosettaFi software and this website. By installing or using the software, you agree to them.

What you are buying

A subscription for you to use the RosettaFi software on one computer you own or control, for as long as your subscription is current. You are licensed to use the software; you do not own it, and we keep all rights in it that these terms do not give you.

The software is currently limited to running on a PC with a Windows operating system. The Mac version of this app is in development and not currently available. It is not for use by a business to serve its own clients — if you advise other people on their money, contact us at admin@rosettafi.com and we will sort out the right arrangement.

What your subscription includes

Each tier sets how many accounts you can track and how many statements you can have read each month, plus a one-time load of prior statements. The current tiers and their limits are published on our pricing page and form part of these terms.

If you reach a limit, the software tells you and stops reading further statements until the next month or until you move to a higher tier. It does not charge you extra without asking.

Payment, renewal and cancellation

Payments are handled by Paddle.com Market Limited, which acts as the merchant of record — Paddle sells the subscription to you, handles the payment and any sales tax, and appears on your card statement.

Subscriptions renew automatically — monthly or annually, whichever you choose — until you cancel. You can cancel at any time, and you keep access until the end of the period you have already paid for. Refunds are covered by our Refund Policy.

We may change prices, but not for a period you have already paid for. We will give you at least 30 days' notice before a change affects a renewal, so you can cancel first if you would prefer.

What the software does with your statements

To read a statement, its pages are sent through a Render server to Anthropic's AI vision service, which returns the figures it reads. Render is our server host for this app. Those figures are then reconciled against the totals printed on your statement and saved to a database on your own computer. See our Privacy Policy for a further description of this process and its data management.

We never ask for your brokerage username or password. The software does not require any connection to your brokerage whatsoever.

This is not financial, tax or investment advice

RosettaFi organizes and displays information from statements you already have. It does not recommend investments, value your portfolio for any official purpose, or give tax advice. Nothing it shows you is a recommendation to buy or sell anything.

Do not use its figures for a tax return, a loan application, a court filing or any other official purpose without checking them against your actual statements. We are not accountants, brokers or investment advisers, and we are not regulated as any of those.

Accuracy, and its limits

The app reconciles what it reads against the totals printed on your statement and refuses to save an account whose figures do not balance. That is a genuine and deliberate check, and it is the reason we can say what we say about accuracy.

It is not a guarantee that every figure is right. A statement can be unusual, damaged, badly scanned, or laid out in a way the software has not seen before. Your statements from your brokerage remain the authoritative record. If the software and your statement disagree, your statement wins — and we would like to hear about it at support@rosettafi.com.

Your responsibilities

Keep your own backups. The database lives on your computer, and we do not hold a copy we could restore for you.

Use the software lawfully, on statements for accounts you or your household hold. Do not attempt to extract our API credentials, resell access to the reading service, or use automated means to exceed the limits of your tier.

What you may not do with the software

Do not copy, share, resell, rent or give away the software or your licence key. The subscription is for you, on one computer.

Do not take the software apart. That means no reverse engineering, decompiling or disassembling it, and no attempt to work out its source code, its internal instructions, or how it does what it does — by any method, and whether or not you succeed. Do not use anything you learn that way to build a competing product.

Do not remove or alter our name, our notices or our marks in the software or in anything it produces.

The one exception: where the law where you live gives you a right that an agreement cannot take away, you keep that right and this section does not limit it.

If we have to end it

You can stop at any time by cancelling and uninstalling. We can suspend or end your subscription if you break these terms in a way you do not fix after we have asked, or if we are required to by law. If we end it for any other reason, we refund the unused part of what you paid.

If we discontinue the software entirely, we will give you at least 90 days' notice, refund the unused part of any prepaid period, and provide a way to export your data. Your database is a standard SQLite file on your own computer and remains readable regardless.

Limits on our liability

The software is provided to you as it is. To the fullest extent the law allows, we exclude implied warranties, and we are not liable for indirect or consequential losses — including investment decisions made using the software's output, or lost profits.

Where we are liable, our total liability is limited to what you paid us in the twelve months before the claim.

Nothing here excludes liability that cannot lawfully be excluded, including for fraud. Some jurisdictions do not allow some of these exclusions, in which case they apply to you only as far as the law permits.

Governing law

These terms are governed by the laws of the State of Florida, United States, and the courts of Florida have jurisdiction. If you are a consumer elsewhere, this does not take away rights your local law gives you.

Changes, and how to reach us

We may update these terms. If a change matters, we will say so on this page and give notice before it takes effect. Continuing to use the software after that means you accept the new version.

CSuite Solutions, LLC d/b/a RosettaFi, Florida, United States. Questions: support@rosettafi.com. Legal and business: admin@rosettafi.com.