AI Assistant (Flo) Disclaimer
Last updated: August 2026
This disclaimer applies specifically to “Flo,” the AI-powered assistant in FlowBooks. It explains what Flo can do, its limitations, and your responsibilities when using it.
What Flo Is
“Flo” is an AI-powered assistant available within FlowBooks. Flo is designed to help you understand FlowBooks features, your documents, your transactions, and common bookkeeping workflows. Flo is a software feature, not a person.
What Flo Can Help With
Flo may help you by explaining how to use FlowBooks, summarizing or highlighting information in your documents and transactions, suggesting categorizations, and assisting with bookkeeping workflows. Flo can help you find features and understand your financial information.
Flo’s Responses May Contain Errors
Flo’s responses are generated by AI and may contain errors, omissions, or outdated information. Flo may misunderstand your question or your data. You should not treat Flo’s responses as final, complete, or authoritative.
Verify Important Information
You should verify important information independently before relying on it. Always review any categorization, extraction, summary, or suggestion Flo provides and confirm it against your source documents and records.
Flo Does Not Provide Professional Advice
Flo does not provide professional tax, legal, investment, or financial advice. Flo should not be treated as a CPA, attorney, financial adviser, or other licensed professional. For advice on tax filings, legal decisions, investments, or other high-stakes matters, consult an appropriately qualified professional.
You Remain Responsible for Decisions
You remain responsible for decisions made using information provided by Flo, including any decisions about your finances, taxes, or business. FlowBooks is not responsible for actions you take based on Flo’s responses.
Not a Basis for High-Stakes Decisions
Flo should not be used as the sole basis for tax filings, financial decisions, legal decisions, or other high-stakes decisions. Where the stakes are significant, obtain professional advice tailored to your situation.
Flo vs. FlowBooks Support
Flo is the bookkeeping assistant within FlowBooks and is separate from FlowBooks customer support. If you need help using the application or have a support issue, use the in-app support options. Flo is not a channel for filing complaints or formal support requests.
Changes to This Disclaimer
We may update this disclaimer from time to time. The “Last updated” date above reflects the most recent revision. Your continued use of Flo after changes take effect constitutes acceptance of the updated disclaimer.