Automate Accounting

End-User License Agreement

Last updated: May 20, 2026

This End-User License Agreement (“Agreement”) is a legal agreement between you (“User” or “you”) and Automate Accounting (“Company,” “we,” or “us”) governing your use of the Automate Accounting software application and related services (collectively, the “Application”). By accessing or using the Application, you agree to be bound by the terms of this Agreement. If you do not agree, do not use the Application.

1. License Grant

Subject to the terms of this Agreement, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Application solely for your internal business accounting purposes. This license does not include the right to sublicense, resell, or distribute the Application.

2. QuickBooks Online Integration

The Application integrates with Intuit QuickBooks Online via the Intuit Developer Platform APIs (“QuickBooks APIs”). By connecting your QuickBooks Online account, you:

  • Authorize the Application to access, retrieve, and synchronize financial data from your QuickBooks Online account on your behalf, including but not limited to transactions, accounts, invoices, bills, and vendor records.
  • Acknowledge that your use of QuickBooks Online is separately governed by Intuit’s Terms of Service and Privacy Policy, and that Automate Accounting is not affiliated with or endorsed by Intuit Inc.
  • Understand that the Application stores OAuth tokens necessary to maintain the integration. These tokens are encrypted at rest and are not shared with third parties.
  • May disconnect the QuickBooks integration at any time from the Application settings, which will revoke the Application’s access to your QuickBooks Online account.

3. Data Collection and Use

In providing the Application, we collect and process the following categories of data:

  • Account information: your name, email address, and authentication credentials required to create and maintain your account.
  • Financial data: transaction records, journal entries, invoices, bills, bank account details, and chart-of-account configurations you create or import within the Application.
  • QuickBooks data: financial records retrieved from your connected QuickBooks Online account, used solely to provide import and synchronization features.
  • Usage data: log data and analytics used to operate, improve, and secure the Application.

We do not sell your financial data to third parties. Data is used exclusively to deliver and improve the Application and as described in our Privacy Policy.

4. User Responsibilities

You agree to:

  • Provide accurate and complete information when creating your account and using the Application.
  • Maintain the confidentiality of your account credentials and notify us immediately of any unauthorized access.
  • Use the Application only for lawful purposes and in compliance with all applicable laws, including financial reporting regulations.
  • Not attempt to reverse-engineer, decompile, or extract source code from the Application.
  • Not use the Application to store or process data in violation of any applicable privacy laws or third-party rights.

5. Intellectual Property

The Application and all content, features, and functionality (including software, text, graphics, logos, and icons) are owned by Accounting Advisor and are protected by applicable intellectual property laws. This Agreement does not transfer any intellectual property rights to you.

6. Third-Party Services

The Application may connect to third-party services, including Intuit QuickBooks Online, Google Sheets, and banking data providers. Your use of those services is subject to their respective terms of service and privacy policies. We are not responsible for the availability, accuracy, or security of any third-party service.

7. Disclaimer of Warranties

THE APPLICATION IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE APPLICATION WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS.

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL ACCOUNTING ADVISOR BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT OR YOUR USE OF THE APPLICATION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL AGGREGATE LIABILITY TO YOU WILL NOT EXCEED THE FEES PAID BY YOU, IF ANY, IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

9. Termination

We may suspend or terminate your access to the Application at any time for violation of this Agreement or for any other reason with reasonable notice. You may terminate this Agreement by ceasing to use the Application and deleting your account. Upon termination, all licenses granted herein will cease and we may delete your data in accordance with our data retention policy.

10. Changes to This Agreement

We may update this Agreement from time to time. We will notify you of material changes by posting the updated Agreement within the Application or by email. Continued use of the Application after the effective date of any update constitutes your acceptance of the revised Agreement.

11. Governing Law

This Agreement is governed by the laws of the jurisdiction in which Automate Accounting is established, without regard to its conflict-of-law provisions. Any disputes arising under this Agreement will be subject to the exclusive jurisdiction of the courts in that jurisdiction.

12. Contact

If you have questions about this Agreement, please contact us at:

Automate Accounting
contact@automate-accounting.com

© 2026 Automate Accounting. All rights reserved. “QuickBooks” and “Intuit” are registered trademarks of Intuit Inc. Automate Accounting is not affiliated with or endorsed by Intuit Inc.