Legal
Terms of Service
These Terms of Service govern your use of DrillFi, including this website and the DrillFi application (together, the "Service"), operated by DrillFi ("we," "us," or "our"). By using the Service, you agree to these Terms.
1. Use of the Service
DrillFi is software that connects to QuickBooks Online to produce budget-to-actual reports, transaction drill-downs, KPIs, and anomaly flags. You may use it only for lawful business purposes. You agree not to:
- Use the Service in any way that violates applicable laws or regulations
- Attempt to gain unauthorized access to any part of the Service or to another customer's data
- Reverse engineer or attempt to extract the source code of the Service
- Use the Service to process data you do not have the right to process
- Resell or sublicense access to the Service without our written consent
2. Early Access and Accounts
DrillFi is currently in early access. Businesses can create a free account for their own company; accounting firms and advisory practices are added by invitation. Features, pricing, and availability may change as the product develops. Free-trial accounts are subject to usage limits, such as how often data can be refreshed from QuickBooks, which we may change. You are responsible for keeping your account credentials confidential and for all activity under your account. Notify us immediately at hello@drillfi.com if you suspect unauthorized access.
3. Your Data
You retain ownership of all data you provide to or connect with DrillFi, including your QuickBooks data, budgets, and configuration. You grant us a limited license to store and process that data solely to provide the Service to you. See our Privacy Policy for details.
If you connect QuickBooks Online, you authorize DrillFi to retrieve accounting data from your QuickBooks company through Intuit's API. DrillFi reads that data to build reports; it does not create, edit, or delete anything in your QuickBooks file. You may revoke this access at any time from the connected-apps section of your Intuit account, or by asking us to disconnect it.
4. Accuracy of Outputs
DrillFi's reports, mappings, KPIs, and anomaly flags are analytical aids built from the data in your QuickBooks file and the budgets and mappings you configure. They may be incomplete or contain errors, and anomaly flags may include false positives or miss issues. You are responsible for reviewing all outputs before relying on them.
DrillFi is not a licensed accounting, tax, audit, financial, or legal advisor. Always consult a qualified professional for matters specific to your business.
5. Fees
Free-trial accounts are not billed, and we will tell you before any fees apply to one. During early access, fees for other accounts, if any, are agreed with you in writing before you are billed. Unless agreed otherwise, subscriptions are billed monthly and may be cancelled at any time, with access continuing until the end of the current billing period. We do not offer refunds for partial months. We will give 30 days' notice before changing pricing.
6. Service Availability
We aim to provide a reliable service but do not guarantee uninterrupted availability. The Service depends on third parties, including Intuit's API and our hosting providers, and may experience downtime or maintenance beyond our control. We are not liable for losses resulting from service interruptions.
7. Intellectual Property
The DrillFi software, design, and content are owned by us and protected by applicable intellectual property laws. These Terms do not grant you rights to our trademarks, logos, or proprietary technology beyond the right to use the Service as described.
8. Limitation of Liability
To the maximum extent permitted by law, DrillFi shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Service. Our total liability shall not exceed the amount you paid us in the three months preceding the claim.
9. Indemnification
You agree to indemnify and hold harmless DrillFi from any claims, losses, or damages arising from your use of the Service, your violation of these Terms, or your violation of any third-party rights.
10. Termination and Data Deletion
You may cancel at any time by contacting us. Disconnecting QuickBooks Online stops new syncs but does not by itself delete data already synced; that data is deleted as described here. Upon cancellation or termination, we will delete your company's data, including synced QuickBooks data, configuration, user accounts, and stored connection credentials, within 30 days. To request earlier deletion, email hello@drillfi.com with the subject line "Data Deletion Request."
We may suspend or terminate your access at any time if we believe you have violated these Terms, with or without notice.
11. Governing Law
These Terms are governed by the laws of the State of California. Any disputes shall be resolved in the courts of California.
12. Changes to These Terms
We may update these Terms from time to time. When we do, we will update the date at the top of this page. Continued use of the Service after changes means you accept the updated Terms.
Questions? Email us at hello@drillfi.com.