Terms & Fair Use

Last updated: 28 May 2026

These terms cover use of BrokerLedger, supplied by Ai Broker Solutions Ltd ("we", "us"). By subscribing to or using BrokerLedger you agree to them. Plain summary first, detail below.

Plans & case limits

BrokerLedger is priced per firm, on the number of cases you confirm in a calendar month. Staff seats are unlimited and free; cases are pooled across the whole account. These are the current bands — we may adjust them from time to time, and the figures here are the source of truth.

Plan	Cases per calendar month	Price
Solo	1–9 cases	£24.99 / month
Growth	10–29 cases	£62.99 / month
Team	30–190 cases	£194.99 / month
Large Company / Broker	191+ cases	By agreement

Per case	Allowance
Statements per client	Up to 3 months
Accounts (banks) per client	Up to 5
Staff per plan	Unlimited (free)

What the terms mean

Case — one client in BrokerLedger, however many applicants or statements it holds. A joint application entered as one client is one case; separate applications are separate cases.
Confirming a case — a case counts once toward your monthly total at the point you confirm it. You can keep adding names and statements to a confirmed case, and re-run it, at no extra cost. Deleting or renaming a confirmed case does not free a monthly slot.
Staff per plan — anyone at your firm can be added to the account and work from the plan's monthly case allowance, at no extra cost.
Statements per client — the period of statements uploaded for one client, up to three months.
Accounts per client — separate bank or building society accounts for the same client, up to five.
Month — a calendar month (UTC).

Fair use

Each band carries a fair-use allowance on total monthly processing, set well above normal use, so ordinary work is never affected. It exists only to prevent extreme, automated overuse. If your usage regularly approaches a band's case limit, we'll get in touch to find the right plan rather than interrupt a live case; your work is never lost.

Free trial

New users can try BrokerLedger free for 14 days. The fair-use limits above apply during the trial.

Licences & subscription

BrokerLedger is licensed, not sold, on a monthly subscription per firm, priced on the case bands above, with unlimited staff seats. The Large Company / Broker plan is provided under a separate written agreement.

Acceptable use

Use BrokerLedger only for legitimate affordability assessment of your own clients, and only with the appropriate permissions in place. Do not attempt to resell, reverse-engineer or share your subscription outside your firm.

Your responsibilities

You decide which client data is processed and why, and you remain the data controller for that data. You are responsible for your own regulatory obligations, including your ICO registration and your conduct obligations as a broker.

Liability

BrokerLedger is a tool to speed up and standardise affordability work; the adviser remains responsible for reviewing and signing off each case. The software is provided "as is" to the maximum extent permitted by law. Nothing in these terms limits liability that cannot be limited under UK law.

Changes

We may update these terms and the plan limits. The "last updated" date above shows the current version. Material changes will be notified to active subscribers.

Contact

Questions about these terms? Email [email protected].