Refund & Cancellation Policy

1. The Free plan and subscriptions

FinClarus has a Free plan that needs no payment details at all: 7 client reports in total and 10 saved clients, with no expiry date. That is how you evaluate the product before spending anything.

Paid plans are charged immediately when you choose one; there is no trial period on a paid plan. Your saved payment method (card or UPI AutoPay) is charged for the chosen period (monthly or yearly) at the time of purchase, and then automatically at the start of each period after that until you cancel. Access continues until the end of the period you have paid for.

2. Cancellation

You can cancel at any time from your account settings (the Subscription tab), or by emailing us at support@finclarus.com. If you cancel a paid plan, it stays active until the end of the period you have already paid for and is not renewed after that, with no further charge. Your saved clients and any report links you have already shared with your clients keep working, and you can sign in and read everything at any time. What you cannot do after a paid plan ends is create NEW reports or save NEW clients: the Free plan's 7 reports are a one-time allowance for accounts that have never paid, not something that returns each time a subscription lapses. Choosing a plan again restores everything immediately.

3. Refunds

The Free plan lets you evaluate FinClarus fully - 7 real client reports and 10 saved clients - before any payment is taken, so please use it before subscribing.

• Subscription fees are generally non-refundable once a billing period has started, including for unused time after a cancellation.
• The same applies if you switch plans part way through a period. The new plan is charged in full straight away and the days remaining on the old one are not refunded or carried over, so the most economical moment to change plan is at the start of a period. We say this on screen before taking the payment.
• If you were charged in error, or a verified technical fault on our side prevented you from using the service, contact us and we will review and, where appropriate, issue a refund.

4. How refunds are processed

Approved refunds are made to the original payment method, typically within 5-7 business days, via our payment processor.

Contact

For any billing question, email support@finclarus.com.