Terms and Conditions

Introduction

Welcome to our finance management platform. These Terms and Conditions govern your use of our services, including but not limited to client management, invoicing, company details, product/service management, employee management, payroll, asset tracking, expense tracking, income recording, and financial reporting.

Definitions

Platform: Our finance management software and related services.
User: Any individual or entity accessing or using our Platform.
Client: A customer or business entity for whom you manage financial information.
Data: Any information input, stored, or generated through the use of our Platform.

Data Usage and Privacy

We collect and process data in accordance with our Privacy Policy.
You retain ownership of all data you input into the Platform.
We use industry-standard security measures to protect your data.
We may anonymize and aggregate data for analytical purposes.

User Responsibilities

As a user of our Platform, you are responsible for:

Maintaining the confidentiality of your account credentials
Ensuring the accuracy of all data input into the Platform
Complying with all applicable laws and regulations
Obtaining necessary permissions from clients, employees, and other relevant parties

Platform Features

Client Management

Our Platform allows you to manage client information, including contact details, financial history, and communication logs.

Invoicing

Create, send, and track invoices for your clients, including support for recurring invoices and payment reminders.

Financial Reporting

Generate various financial reports, including but not limited to:

Profit and Loss statements
Balance Sheets
Accounts Receivable Aging Summary
Open Invoices Report

Payroll Management

Manage employee payroll, including salary calculations, tax deductions, and payment processing.

Expense Tracking

Record and categorize business expenses, attach receipts, and generate expense reports.

Limitation of Liability

While we strive to provide accurate and reliable services, we cannot guarantee the absence of errors or uninterrupted availability of the Platform. Our liability is limited to the extent permitted by applicable law.

Termination

We reserve the right to terminate or suspend your access to the Platform for violations of these Terms and Conditions or for any other reason at our discretion. Upon termination, you may request a copy of your data within a reasonable timeframe.

By using our Platform, you agree to these Terms and Conditions. If you do not agree, please do not use our services.