Terms of Service

These Terms of Service ("Terms") govern your use of the websites, financial review tools, and related services provided by Verlient Financial LLC ("Verlient," "we," "us," or "our"). By accessing or using our services, you agree to these Terms.

1. Services

Verlient provides bookkeeping, financial reporting, QuickBooks Online support, and automated or technology-assisted financial review services. The Financial Review service may connect to QuickBooks Online, retrieve financial report data you authorize us to access, analyze that data, and deliver a summary or report to you.

2. Eligibility and authority

You must be legally able to enter into these Terms and authorized to connect any business, QuickBooks company, or financial information you submit. You may not connect or submit information that you do not have permission to access or use.

3. QuickBooks authorization

When you connect QuickBooks, authorization is handled through Intuit's OAuth process. We do not ask for or receive your QuickBooks password. You authorize Verlient to access the QuickBooks data made available through the permissions you approve. You are responsible for maintaining appropriate access controls within your own QuickBooks account.

4. Financial Review limitations

Financial Reviews are generated from the data available through the connected QuickBooks account and the date range you select. Reports may be incomplete, inaccurate, or less useful when source data is incomplete, incorrectly categorized, unreconciled, out of date, or otherwise inaccurate.

Financial Reviews are intended to help business owners identify financial information that may deserve attention. They are not audits, reviews, compilations, attest engagements, or assurances regarding the accuracy of your books or financial statements.

5. No tax, legal, investment, or assurance advice

Unless separately agreed in writing, Verlient does not provide tax, legal, investment, audit, assurance, or regulated investment advisory services. Information generated by our services is for general business and financial-information purposes and should not be treated as a substitute for advice from an appropriately licensed professional.

6. Your responsibilities

You are responsible for reviewing reports and outputs before relying on them, maintaining accurate accounting records, safeguarding your own systems and credentials, and obtaining professional advice when appropriate. You agree not to misuse our services, interfere with their operation, attempt unauthorized access, or use them for unlawful purposes.

7. Fees and payment

If a Verlient service requires payment, the applicable price and payment terms will be disclosed before purchase or agreed separately in writing. Unless otherwise stated at the time of purchase, fees are non-refundable once the requested service has been substantially performed or delivered.

8. Third-party services

Our services may rely on third-party platforms and service providers, including Intuit QuickBooks, hosting providers, workflow automation providers, document-generation providers, AI service providers, email providers, and payment providers. Your use of those third-party services may also be governed by their own terms and policies. We are not responsible for outages, changes, or acts of third-party services outside our reasonable control.

9. Intellectual property

Verlient retains all rights in its websites, branding, software, report formats, workflows, prompts, designs, and other proprietary materials, excluding your data and third-party materials. Subject to these Terms, you may use reports delivered to you for your own internal business purposes.

10. Availability and changes

We may modify, suspend, or discontinue portions of the services, including features, integrations, and pricing. We do not guarantee uninterrupted or error-free availability.

11. Disclaimers

To the maximum extent permitted by law, the services are provided on an "as is" and "as available" basis. Verlient disclaims warranties that are not expressly stated in a separate written agreement, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

12. Limitation of liability

To the maximum extent permitted by law, Verlient will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenues, data, or business opportunities arising from or related to the services. To the extent liability cannot be excluded, Verlient's aggregate liability arising from the applicable service will not exceed the amount you paid Verlient for that service during the twelve months before the event giving rise to the claim.

13. Termination and disconnection

You may stop using the services at any time. You may request that a QuickBooks connection be disconnected or that eligible account data be deleted by contacting nash@verlient.com. We may suspend or terminate access when reasonably necessary to protect the services, comply with law, or address a material breach of these Terms.

14. Governing law

These Terms are governed by the laws of the State of Colorado, without regard to conflict-of-law principles. Any dispute that is not otherwise resolved will be brought in a court of competent jurisdiction in Colorado, unless applicable law requires otherwise.

15. Changes to these Terms

We may update these Terms from time to time. The "Last updated" date above indicates the latest revision. Continued use of the services after an updated version becomes effective constitutes acceptance of the revised Terms.

16. Contact

Questions about these Terms may be sent to nash@verlient.com.