PRIVACY POLICY
Last updated: 13 September 2026
1. Who We Are
LedgerGenie AI is a trading name of Chlo Chlo Hong Kong Pty Limited (“LedgerGenie AI”, “we”, “us” or “our”).
We provide bookkeeping, accounting support and bookkeeping automation services for Amazon, Shopify and other eCommerce and marketplace sellers.
Our website is ledgergenieai.com.
For privacy enquiries, please contact us at info@ledgergenieai.com.
2. Information We Collect
When you use our website, complete our AI Assessment, contact us or use our services, we may collect information including:
- your name, email address, business name and country;
- information about your business, marketplaces, sales channels and approximate order volumes;
- information about your current bookkeeping software and systems;
- services you are interested in;
- information you provide in assessment forms, enquiries and communications;
- bookkeeping, accounting, transaction, VAT and related business information where you become a client; and
- technical information such as IP address, browser information, cookies and website usage information where collected by our website and service providers.
Please do not submit confidential financial records, passwords or sensitive personal information through our general AI Assessment or contact forms unless we specifically request them.
3. How We Use Your Information
We may use your information to:
- respond to enquiries and AI Assessment submissions;
- understand your bookkeeping requirements;
- recommend appropriate services;
- provide bookkeeping, Xero, Link My Books, VAT support and automation services;
- manage our relationship with prospective and existing clients;
- communicate with you about our services;
- operate, improve and protect our website;
- maintain appropriate business and accounting records; and
- comply with legal, tax, regulatory and accounting requirements.
4. Lawful Basis for Processing
Where UK data protection law applies, we process personal information using an appropriate lawful basis. Depending on the circumstances, this may include:
Contract — where processing is necessary to take steps before entering into a contract or to provide services you have requested.
Legitimate interests — where processing is reasonably necessary to operate our business, respond to enquiries, manage client relationships, improve our services or protect our website and business.
Legal obligation — where processing is necessary to comply with applicable legal, tax, accounting or regulatory requirements.
Consent — where we specifically request your consent, including for certain marketing or non-essential cookie activities where required.
5. AI Assessment
Information submitted through our AI Assessment is used to understand your business and bookkeeping requirements and to recommend potentially suitable LedgerGenie AI services.
Completing an assessment does not create a client engagement and does not oblige you to purchase any service.
6. Third-Party Services
We may use trusted third-party providers to operate our website and provide our services.
Depending on the services you use, these may include website hosting, email, security, analytics, accounting, bookkeeping, eCommerce and payment-related technology providers.
Our services may involve platforms such as Xero, Link My Books, Amazon, Shopify and other eCommerce platformswhere appropriate and authorised by you.
We do not sell your personal information.
7. International Data Transfers
Because LedgerGenie AI and our clients, technology providers and eCommerce platforms may operate internationally, personal information may sometimes be processed outside the United Kingdom.
Where UK data protection law applies, we will take appropriate steps in relation to international transfers as required by applicable law.
8. Data Retention and Security
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected and to meet applicable legal, accounting, tax, regulatory and security requirements.
We use reasonable technical and organisational measures designed to protect information against unauthorised access, loss, misuse or disclosure.
However, no method of internet transmission or electronic storage can be guaranteed to be completely secure.
9. Cookies
Our website may use cookies and similar technologies for website functionality, security, performance and analytics.
Where consent is required for non-essential cookies, we will seek appropriate consent.
You may also control certain cookies through your browser settings.
10. Your Data Protection Rights
Depending on applicable law and the circumstances, you may have rights to request access to, correction of, deletion of, restriction of or objection to the processing of your personal information, and certain rights relating to data portability.
Where processing is based on consent, you may withdraw that consent where applicable.
To make a privacy request, contact info@ledgergenieai.com.
If UK data protection law applies and you are dissatisfied with how we handle your personal information, you may also have the right to complain to the Information Commissioner’s Office (ICO).
TERMS OF SERVICE
Last updated: 13 September 2026
1. About These Terms
These Terms of Service apply to the use of the LedgerGenie AI website and our enquiries, assessments and professional services.
LedgerGenie AI is a trading name of Chlo Chlo Hong Kong Pty Limited.
By using our website or engaging our services, you agree to these Terms where applicable.
2. Our Services
LedgerGenie AI provides services that may include:
- eCommerce bookkeeping;
- Amazon and Shopify bookkeeping;
- Xero setup and bookkeeping support;
- Link My Books setup and support;
- monthly bookkeeping and reporting;
- VAT-related bookkeeping support; and
- AI-assisted bookkeeping and automation workflows.
The precise scope, fees and responsibilities for paid professional services may be confirmed separately with the client before work begins.
3. AI Assessment
Our AI Assessment is designed to help us understand your business and identify potentially suitable bookkeeping services.
Assessment results and website information are provided for preliminary informational purposes and are not a substitute for professional advice based on a complete review of your circumstances.
Completing an assessment does not create an accountant-client or other professional engagement.
4. Client Responsibilities
If you engage our services, you are responsible for providing accurate, complete and timely information reasonably required to perform the agreed work.
You remain responsible for reviewing important business information and for maintaining appropriate access to your business, accounting, marketplace and tax records.
We are not responsible for errors or delays caused by inaccurate, incomplete or late information supplied to us or by third-party systems outside our reasonable control.
5. Xero, Link My Books and Other Platforms
Our services may use or integrate with third-party platforms such as Xero, Link My Books, Amazon, Shopify and other software or marketplaces.
These platforms are operated independently and are subject to their own terms, pricing, availability and privacy practices.
LedgerGenie AI is not responsible for outages, software changes, data errors or other issues caused solely by third-party platforms outside our reasonable control.
References to third-party brands do not imply ownership of or endorsement by those companies unless expressly stated.
6. AI-Assisted Services
We may use AI and automation tools to improve efficiency, assist with workflows, organise information or support bookkeeping processes.
Where appropriate, professional judgement and review remain part of our service.
AI-assisted outputs may require verification and should not be treated as infallible or as a guarantee of a particular accounting, tax or business result.
7. VAT, Tax and Professional Limitations
Bookkeeping, VAT support and accounting-related information provided through our website should not be treated as personalised tax, legal, investment or financial advice unless that advice is expressly included within an agreed professional engagement.
Tax and VAT treatment can depend on individual circumstances and applicable legislation.
Clients remain responsible for providing accurate information and approving filings, accounts or other submissions where their approval is required.
8. Fees and Payment
Fees for paid services will be communicated before or as part of the engagement.
Payment terms, recurring service arrangements and any additional work may be agreed separately with the client.
We may suspend or stop services where amounts properly due remain unpaid, subject to any applicable agreement or legal requirements.
9. Intellectual Property
Unless otherwise stated, the content of the LedgerGenie AI website, including our written material, branding, templates, workflows and original resources, belongs to us or is used with permission.
You may not reproduce, distribute, sell or commercially exploit our proprietary content without permission.
10. Limitation of Liability
We will provide our services with reasonable care and skill.
However, we do not guarantee that our website or services will always be uninterrupted or error-free, or that use of our services will produce any particular financial, tax or business outcome.
Nothing in these Terms excludes or limits liability where doing so would be unlawful.
11. Ending Services
Either party may end an ongoing service arrangement in accordance with the terms agreed for that engagement.
Any outstanding fees for work properly performed up to the termination date remain payable, subject to the applicable agreement and law.
12. Changes to This Page
We may update this Privacy Policy and Terms of Service as our website, services, technology or legal requirements change.
The latest version will be published on this page together with the updated date.
13. Contact Us
For questions about these terms, our privacy practices or LedgerGenie AI services, contact:
LedgerGenie AI
A trading name of Chlo Chlo Hong Kong Pty Limited
Email: info@ledgergenieai.com
