ONLY AFTER A WRITTEN SCOPE IS ACCEPTED

Your records. A defined job.

Start with the file-fit inquiry. Do not attach financial records to that first message. We agree the files, identifiers, price, delivery date and data terms before payment or processing.

1. Confirm the records

The initial check supports one business, USD, one closed period up to 31 days and a settlement tail up to 7 days. Limits: 250 order rows, 250 settlement rows and 20 payout batches. Send report names, headers and counts first. We confirm the exact mapping; an arbitrary Stripe export is not automatically compatible.

• Order CSV: unique order reference, date, processor, subtotal, discount, shipping, tax and total.
• Itemized settlement CSV: transaction date, payout reference, order/charge crosswalk, type, signed gross, signed fee, signed net and currency.
• Bank-deposit CSV or agreed minimized crosswalk: date, processor, payout reference, deposited amount and currency.

Missing references, split deposits, multiple currencies or unsupported formats require a verified mapping or a separate scope. We decline a paid job if your native reports already answer the question.

2. Agree the private transfer

Reply in your existing scope email to adrian@luminarycommerce.com. We confirm the exact recipient and transfer method in that thread. Only then provide the agreed minimized CSV attachments or an individually restricted file link. We do not ask for public links or upload financial files to this website.

Remove names, addresses, customer email, full account/card numbers, tax identifiers and credentials. Keep only the references and amounts needed for the accepted match. Your agreement must identify your authority to share those records and any required processor or employer restrictions. If email is unsuitable for your policy, agree a different restricted route before transferring anything.

3. Know how the files are used

Source arithmetic runs in our local deterministic workflow. Raw customer financial files are not submitted to council chats or external AI models by default. Any proposed model use or additional processor requires your separate permission. Authorized coordination may use non-sensitive inquiry details and file names. Files are excluded from public repositories and marketing samples.

The written order states the storage location and retention date. Our default proposal is deletion of local raw files 30 days after delivery, subject to a longer agreed correction/dispute requirement. Original email, payment records and provider backups follow the stated service-provider retention and legal requirements; we cannot erase your copies. We never reuse your records as marketing proof without separate permission.

4. Pay only for the accepted scope

We issue a job-specific Stripe checkout after the scope is accepted. Verify that the amount and scope reference match your agreement. Never pay a generic link sent outside the agreed thread. Payment is verified from Stripe and the signed receipt ledger, not from a return-page visit.

5. Review the checked delivery

We confirm complete inputs and the delivery date before processing. You receive a workbook, exception log and concise source-linked summary, reviewed before release to the verified recipient. Missing evidence stays unknown. A discrepancy does not establish recoverable money or accounting revenue.

Report an in-scope defect within seven calendar days for review. See the correction and full-refund policy and privacy notice. Luminary Solutions is a service brand of Luminary Commerce LLC.