These terms govern the use of the QuickBooks AI Categorizer ("the Service"), operated by Dilan Del Valle Mijangos, an independent software developer ("we", "us"). By connecting the Service to a QuickBooks Online company, the customer ("you") agrees to these terms.
The Service reads transactions in your QuickBooks Online company that have not been assigned an account, proposes a category for each based on your existing chart of accounts and your past corrections, and writes the approved category back to QuickBooks. It also produces a review queue for transactions it was not confident about, and reports summarizing what it did.
The Service is a productivity tool, not a substitute for a qualified accountant. Category suggestions are automated proposals. They do not constitute accounting, tax, audit or legal advice, and they are not a professional opinion on how any transaction should be treated for tax or reporting purposes.
You remain fully responsible for the accuracy of your books and for any filings based on them. The Service is designed around this: it operates in dry-run mode by default, writing nothing until you have reviewed its output and explicitly enabled write-back, and it holds back transactions it is not confident about rather than guessing.
Because categorization is automated and probabilistic, errors are possible. You agree to review the Service's output and to correct anything that does not reflect your intent. Corrections are stored as rules, which is how the Service improves.
Access is granted through Intuit's official OAuth 2.0 authorization and is limited to the permissions shown to you on Intuit's consent screen. You may revoke access at any time from QuickBooks under Settings → Apps, or by contacting us. Revocation takes effect immediately.
The Service depends on the Intuit API and on third-party providers. We do not guarantee uninterrupted availability. If a dependency changes or becomes unavailable, the Service is designed to stop and alert rather than to continue operating on assumptions.
Handling of your data is described in the Privacy Policy, which forms part of these terms. In short: your data is used only to operate the Service for you, it is never sold or shared for unrelated purposes, and it is deleted on request or on revocation.
Fees, scope and deliverables are agreed separately in writing with each customer, including through the platform on which the engagement was contracted. These terms do not themselves create a payment obligation.
The Service is provided "as is", without warranties of any kind, express or implied, including any implied warranty of merchantability or fitness for a particular purpose. To the maximum extent permitted by law, our total liability arising out of or relating to the Service is limited to the amount you paid for it in the twelve months preceding the claim. We are not liable for indirect, incidental, special or consequential damages, including lost profits, tax penalties, or costs of correcting records.
Either party may end the engagement at any time. On termination, access is revoked and, on request, stored data and tokens are deleted as described in the Privacy Policy. Your learned rules and your data remain yours and can be exported to you.
If these terms change materially, connected customers will be notified before the change takes effect. Continued use after that notice constitutes acceptance.