Catalyst CFO LLC · Effective September 15, 2026

Refunds and cancellation

For billing questions or a refund request, email bennett@catalystcfo.co with your account email, website, and the relevant invoice or payment date. Do not send card details.

Stop future automatic charges

Use Dashboard → Install & settings → Disable automatic reload. This stops future reloads; payments already initiated may complete. Prepaid packs do not renew on a schedule. Disabling reload does not request a refund. Cancel the optional Insights subscription separately in Dashboard → Insights to stop its next $50 monthly renewal. Paid Insights access continues to the end of the current period. Historical monthly subscriptions, if any, can be cancelled in the billing portal at period end.

Request a refund

Contact us if you were charged incorrectly, paid more than once for the same purchase, or experienced a service problem that prevented use of your purchase. We review the payment, usage, and circumstances and explain the outcome. No refund is promised merely by submitting a request. Any refund rights required by applicable law remain available.

Capacity and upgrade credits

If a pack payment is refunded, the related capacity and eligible upgrade credit are adjusted. A refund involving a pack already converted into an upgrade, or an upgrade payment, may require manual reconciliation and temporarily pause new conversations. The same payment cannot create both retained capacity and a refund or duplicate upgrade credit.

Timing and destination

Approved refunds are submitted through Stripe to the original payment method. The time until funds appear depends on the payment provider and bank. We will confirm the amount and status when a refund is processed.

Carryover and refund adjustments

Unused prepaid conversations have no scheduled expiry. A partial pack refund removes capacity proportionally, rounded down to whole conversations. Already-counted usage remains recorded; if a refund reduces capacity below usage, new conversations pause until sufficient capacity is purchased. Refunds and disputes pause automatic reload for owner or support review and never initiate replacement purchases. Historical subscription packs and upgrade credits remain subject to their original terms.