Terms of Service & End User License Agreement
Numbrr.ai Terms of Service & End User License Agreement Effective Date: Date of Acceptance Last Updated: October 3, 2026 This Agreement is entered into by and between Numbrr.ai LLC ("Company", "We", "Us") and the entity or individual ("Client", "You"). By accessing the Numbrr.ai platform and connecting third-party applications, you agree to these terms. 1. Scope of Platform & Services 1.1. Service Delivery: You acknowledge that Numbrr.ai utilizes a "Hybrid AI" model. Services are performed using proprietary automation, third-party software integrations, and human oversight. 1.2. Exclusions: Unless explicitly included, our Services do not include: (a) forensic accounting; (b) onsite audits; (c) legal advice. Services do not constitute an audit in accordance with AICPA standards. 2. Platform License and Restrictions 2.1. License Grant: We grant you a limited, non-exclusive, non-transferable license to access and use the Numbrr.ai client portal for your internal business purposes. 3. Third-Party Integrations 3.1. Intuit Disclaimer: The Numbrr.ai portal may integrate with Intuit Inc.'s QuickBooks Online ("QBO"). Intuit is not a party to this Agreement. Intuit is not responsible for the Numbrr.ai application, its content, or how Numbrr.ai uses your data. 3.2. Authorization: By connecting QBO to Numbrr.ai, you authorize us to access, view, and sync your financial data as necessary to provide our services. 3.3. AI Applications You Connect: You may connect a third-party AI application of your choice (such as Claude or ChatGPT) to your Numbrr.ai account through the Model Context Protocol ("MCP"). You decide whether MCP is turned on for your company and which applications are connected, and you may revoke a connection at any time in Settings. A connected application can read your financial data and cannot change it. By connecting an application, you direct us to send it the data it requests on your behalf. That data is handled by the application's provider under your agreement with that provider and its privacy policy. The provider is not a party to this Agreement and does not act on our behalf. We are not responsible for a connected application, for what it produces, or for decisions made in reliance on it. 3.4. QuickBooks Online Import: (a) What We Import. When you connect QBO to import your company into Numbrr.ai, we read your QBO company data, including your accounts, customers, vendors, items, transactions, documents and attachments, settings and reports ("QBO Data"). We load QBO Data into your books in Numbrr.ai and also store a complete copy of it as we received it (the "QBO Copy"). We use the connection to read your QBO company and make no changes to it. (b) Why We Keep the QBO Copy. Numbrr.ai may not yet have every field or record type that QBO has, and we load them into your books when and as we add the features that hold them. A feature that holds some of your QBO Data may not be part of your current plan, and if you upgrade to a plan that includes it, that data flows into your books. We also keep the QBO Copy so that you do not lose your QBO Data. (c) Your Copy and Its Deletion. At any time, you may ask us to provide you with the QBO Copy or to delete it, and we will. You make either request the same way: email admin@numbrr.ai from the email address of an administrator of your company in Numbrr.ai. Deleting the QBO Copy leaves your books as they are, including the records already loaded from QBO. If you want those records deleted as well, include that in your request. (d) Protection and Retention. We keep, protect and control access to the QBO Copy in the same way as the rest of your books data, as described in Sections 3, 4 and 5 of the Privacy Policy and Section 4 of the Data Processing Addendum. We store the QBO Copy for as long as your account is open, unless you ask us to delete it sooner. When your account closes, the QBO Copy is returned or deleted with the rest of your data, at your choice, as described in Section 6 of the Data Processing Addendum. 4. Fees and Payment Terms 4.1. Prepaid Model: Services are billed 100% up-front on a recurring basis. You must maintain a valid payment method on file. 4.2. No Refunds: All payments are non-refundable. We do not offer prorated refunds for mid-cycle cancellations. 4.3. Pricing Tiers: Plan prices are set by expense tier. Your tier is based on your average monthly expenses excluding payroll and may be adjusted on notice, as described in Section 2.4 of the Master Services Agreement. 5. Term, Termination, and Liability 5.1. Termination: Cancel anytime via the user portal. We reserve the right to terminate for non-payment or violation of terms. 5.2. Liability Cap: Liability is limited to fees paid in the three (3) months preceding the claim. 5.3. Governing Law: State of New York.
