The terms for using Lisa.

1. Who we are

Lisa is provided by Whitfield Hanson Accountancy Ltd ("we", "us"), company no. 16778779, registered office Meadow View, Thorpe in Balne, Doncaster DN6 0DY. By signing up for the pilot or using the Lisa app you agree to these terms. If you used Lisa for a 2025-26 tax return, that service is governed by your engagement letter, not by these terms.

2. What Lisa is

Lisa is an assistant, in an app, for running a small business: she answers enquiries, books jobs, sends invoices, keeps track of what you're owed and what to put aside for tax, and keeps your books for your accountant. She uses artificial intelligence to understand and write messages. She is not an accountant, and she does not give financial, tax or legal advice. She never advises on investments, pensions, mortgages or insurance: those need a regulated adviser.

3. The pilot

Lisa is in a pilot. Some of what this website describes is still being built and is added during the pilot. What you can use is what the app offers you; the app shows you what's ready. We may change, add or remove features as we learn what works.

4. Price

Lisa is £19.99 a month. Your first month is free. There's no contract and no setup fee: you can stop whenever you like. The app is free to download, and your first month starts when you sign up. When it ends, Lisa asks you to subscribe in the iPhone app; Apple takes the payment: £19.99 a month from your Apple ID, from when you subscribe, renewing each month until you cancel in your iPhone's Settings before the next payment. Apple handles the payment, and any refund, under its own terms. Nothing is charged without your agreement. If we change the price, we'll tell you at least 30 days before it applies to you. If your customers pay you by card, the card company's own fees apply to those payments.

5. Your account

You must be 18 or over and running, or authorised to act for, a business in the UK. You sign in with a code texted to your mobile: keep your phone secure, and tell us straight away if you think someone else has used your account. You're responsible for the information you give Lisa being accurate.

6. Lisa acts for you

• Lisa texts your customers in your business's name, as your assistant ("Lisa from" your business). She always says she's an assistant.
• New bookings, and new kinds of message, wait for your approval until you tell her she can get on with them. Anything unusual comes to you.
• You're responsible for your prices, the work, and what you approve, including the invoices Lisa sends for you. Check them.
• Lisa texts people who have contacted your business, about their enquiry or job. Don't ask her to text anyone else, or to send marketing. The one exception you can switch on is a single review request to a customer who has paid you, which always says how to opt out. If a customer texts STOP, Lisa stops.

7. Getting paid

Lisa can remind customers about unpaid invoices on your behalf. Interest and compensation under the Late Payment of Commercial Debts (Interest) Act 1998 apply only to business customers, and only you decide to claim them. Lisa never takes legal action or goes to court for you; if it comes to that, the decision and the claim are yours.

8. Your customers' information

For the personal information of your customers, you are the data controller and we are your processor. We will:

• process it only to provide Lisa to you, on your instructions in these terms and in the app;
• make sure everyone who can see it is bound to keep it confidential, and keep it secure;
• use only the providers listed in our privacy notice, under contracts that protect it, and tell you before we add or replace one;
• help you answer your customers' requests to see, correct or delete their information, and help you meet your other duties under data protection law;
• tell you without undue delay if we become aware of a breach affecting it;
• delete it 90 days after you leave Lisa, except the invoices that are part of your own business records; and
• give you the information you need to show we're meeting these promises.

You're responsible for having a lawful basis to give us your customers' information, which for people who've contacted you about a job is usually that you're dealing with their enquiry.

9. Accuracy

We take real care with Lisa, but AI can misread a message or a document. Check invoices, bookings and figures before you rely on them. The tax pot is an estimate from the information Lisa has, not a tax return. Lisa's figures come from her own code, never from the AI's arithmetic, and if she isn't sure she asks.

10. Connected accounts

If you connect Xero, FreeAgent, QuickBooks or another service, you do so under your own agreement with that provider. Lisa acts on your instructions within that connection, and you can disconnect it at any time.

11. Fair use

Don't use Lisa for anything illegal, to send anything misleading or abusive, to submit false documents, or to overload the service. We may suspend an account that does.

12. Our liability

Nothing in these terms limits our liability for anything the law doesn't allow us to limit, such as fraud, or death or personal injury caused by our negligence. Otherwise: we're not liable for indirect losses or loss of profit or business, and our total liability to you in any year is limited to the greater of £100 and what you paid us in the 12 months before the claim.

13. Ending

You can stop using Lisa at any time by telling us or Lisa. We can end your use with 30 days' notice, or straight away if you seriously break these terms. When you leave, you can download your books first, and we keep and delete information as our privacy notice says.

14. Changes to these terms

We'll tell you in the app before a change that matters to you takes effect. The version at the top of this page says which terms are current.

15. Law

These terms are governed by the law of England and Wales, and the courts of England and Wales can deal with any dispute.

16. Contact

henry@getlisa.co.uk, or ask Lisa in the app.