End User License Agreement

By creating an account, installing, accessing, connecting a third-party platform to, or otherwise using the Software, you acknowledge that you have read this EULA, understand it, and agree to be bound by its terms. If you are entering into this EULA on behalf of an entity, you represent that you have authority to bind that entity, in which case “Licensee” and “you” refer to that entity.

If you do not agree to this EULA, do not install, access, or use the Software.

Subject to your continued compliance with this EULA and payment of any applicable fees, Streamline Reports grants you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Software solely for your internal business purposes during the term of an active subscription.

The Software is licensed, not sold. No rights are granted to you other than those expressly stated in this EULA. All rights not expressly granted are reserved by Streamline Reports and its licensors.

You shall not, and shall not permit any third party to:

• Copy, modify, translate, or create derivative works of the Software, except as expressly permitted by Streamline Reports in writing
• Reverse engineer, decompile, disassemble, or otherwise attempt to discover the source code, object code, underlying ideas, or algorithms of the Software, except to the limited extent applicable law expressly prohibits this restriction
• Rent, lease, sell, sublicense, assign, distribute, host, or otherwise commercially exploit the Software, or make the Software available to any third party except as expressly permitted under your subscription
• Remove, alter, or obscure any proprietary notice, label, or mark on or in the Software
• Use the Software to develop, train, or improve any machine learning model, large language model, or competing product or service
• Scrape, harvest, or programmatically extract data from the Software except through Streamline Reports' documented APIs and within their published rate limits
• Exceed the seat count, usage caps, or other quantitative limits associated with your subscription
• Use the Software to violate any applicable law, regulation, or third-party right, including the terms of any third-party platform you connect to the Software
• Interfere with, disrupt, or attempt to gain unauthorized access to any part of the Software, its underlying infrastructure, or other Licensees' accounts or data

Any use of the Software in violation of this Section 3 constitutes a material breach of this EULA and an infringement of Streamline Reports' intellectual property rights, and may result in immediate termination of your license without refund.

As between the parties, Streamline Reports and its licensors own all right, title, and interest in and to the Software, including all intellectual property rights therein. This EULA does not grant you any rights in the Streamline Reports name, logo, trademarks, service marks, trade dress, or other brand elements.

If you provide Streamline Reports with any suggestions, ideas, enhancement requests, feedback, or recommendations regarding the Software (“Feedback”), you hereby grant Streamline Reports a perpetual, irrevocable, royalty-free, worldwide license to use, modify, and incorporate such Feedback into the Software and other Streamline Reports products and services without any obligation to you.

You retain all right, title, and interest in and to the data you and your clients upload, transmit, or generate through the Software (“Customer Data”), including financial records pulled from connected third-party platforms. You grant Streamline Reports a limited, non-exclusive, royalty-free license to host, store, process, transmit, and display Customer Data solely as necessary to provide, maintain, secure, and improve the Software for you.

You are solely responsible for the lawfulness of Customer Data and for obtaining all consents and authorizations required to upload it to the Software. Our processing of personal information within Customer Data is governed by our Privacy Policy and, where applicable, our Data Processing Agreement, each incorporated into this EULA by reference.

The Software interoperates with third-party platforms, including but not limited to Intuit Inc.'s QuickBooks Online (“QBO”), Microsoft, Xero, and Stripe (each a “Third-Party Platform”). Your access to and use of any Third-Party Platform through the Software is also governed by that platform's own terms of service, end user license agreement, acceptable use policy, and privacy policy, and you are responsible for reading, understanding, and complying with them.

Streamline Reports is not responsible for, and disclaims all liability arising from: (a) the availability, performance, accuracy, or content of any Third-Party Platform; (b) any modification, suspension, deprecation, or discontinuance of a Third-Party Platform's API, features, or data formats; (c) any data loss, corruption, or unauthorized access caused by a Third-Party Platform; or (d) any action taken by a Third-Party Platform against you, your account, or your data.

Streamline Reports may, at its discretion and without prior notice, modify, update, enhance, replace, or remove features of the Software. Updates are part of the licensed Software and are subject to this EULA. We will provide reasonable advance notice of changes that materially reduce core functionality you rely on.

The license granted under this EULA is co-terminus with your active paid subscription to the Software. Subscription, billing, renewal, refund, and cancellation terms are set forth in our Terms of Service, which are incorporated into this EULA by reference. Failure to maintain an active subscription terminates the license granted in Section 2.

This EULA is effective from the date you first accept it and continues until terminated. The license granted under this EULA terminates automatically and without notice upon: (a) cancellation, non-renewal, or non-payment of your subscription; (b) your material breach of this EULA, the Terms of Service, the Privacy Policy, or the DPA; or (c) fraudulent, abusive, or unlawful use of the Software.

Upon termination, all rights granted to you under this EULA cease immediately, and you must stop accessing and using the Software. Sections 3, 4, 5, 6, 10, 11, 12, 13, 14, and 16 survive termination of this EULA.

The Software is provided “as is” and “as available,” with all faults and without warranty of any kind. To the maximum extent permitted by applicable law, Streamline Reports and its licensors disclaim all warranties, whether express, implied, statutory, or otherwise, including all implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, and quiet enjoyment, and any warranties arising out of course of dealing or usage of trade. Streamline Reports does not warrant that the Software will be uninterrupted, error-free, secure, or free of harmful components, or that any data, including financial data retrieved from a Third-Party Platform, will be accurate, complete, or reliable. The Software is not a substitute for professional accounting, tax, or legal advice.

To the maximum extent permitted by applicable law, in no event shall Streamline Reports or its officers, directors, employees, agents, affiliates, or licensors be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages — including lost profits, lost revenue, lost data, business interruption, or cost of substitute services — arising out of or related to this EULA or your use of the Software, regardless of the theory of liability and even if Streamline Reports has been advised of the possibility of such damages.

Streamline Reports' total aggregate liability arising out of or related to this EULA shall not exceed the greater of (a) one hundred U.S. dollars ($100) or (b) the total fees actually paid by you to Streamline Reports during the three (3) months immediately preceding the event first giving rise to the claim. The limitations in this Section 11 form an essential basis of the bargain between the parties.

You agree to defend, indemnify, and hold harmless Streamline Reports and its officers, directors, employees, agents, affiliates, and licensors from and against any and all claims, demands, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use or misuse of the Software; (b) your breach of this EULA; (c) your violation of any applicable law or any right of a third party, including a Third-Party Platform; or (d) Customer Data, including any claim that Customer Data infringes, misappropriates, or otherwise violates a third party's rights.

The Software is subject to U.S. export control and economic sanctions laws, including the Export Administration Regulations and sanctions programs administered by the Office of Foreign Assets Control. You represent and warrant that you are not located in, organized under the laws of, or ordinarily resident in any jurisdiction subject to comprehensive U.S. sanctions, and are not identified on any U.S. government list of restricted or prohibited parties. You agree not to export, re-export, or transfer the Software in violation of these laws.

The Software is “commercial computer software” and the related documentation is “commercial computer software documentation,” each as defined in 48 C.F.R. §2.101. Consistent with 48 C.F.R. §12.212 and 48 C.F.R. §§227.7202-1 through 227.7202-4, all U.S. Government end users acquire the Software and documentation with only those rights set forth in this EULA.

This EULA is governed by and construed in accordance with the laws of the State of Oregon, without regard to its conflict of law principles. The United Nations Convention on Contracts for the International Sale of Goods does not apply. Any dispute arising out of or related to this EULA or the Software shall be resolved exclusively in the state or federal courts located in Multnomah County, Oregon, and you consent to personal jurisdiction in those courts.

Streamline Reports may modify this EULA from time to time. If we make material changes, we will notify you by email and by posting a notice within the Software at least fourteen (14) days before the changes take effect. Your continued use of the Software after the effective date constitutes acceptance of the revised EULA. If you do not agree to the revised EULA, you must stop using the Software and cancel your subscription before the effective date.

Entire Agreement. This EULA, together with the Terms of Service, Privacy Policy, and (where applicable) the DPA, constitutes the entire agreement between you and Streamline Reports regarding the Software and supersedes all prior agreements and understandings.

Severability. If any provision of this EULA is held invalid or unenforceable, that provision will be enforced to the maximum extent permitted, and the remaining provisions will remain in full force and effect.

No Waiver. Our failure to enforce any right or provision of this EULA does not constitute a waiver of that right or provision.

Assignment.You may not assign or transfer this EULA, by operation of law or otherwise, without Streamline Reports' prior written consent. Streamline Reports may freely assign this EULA. Any attempted assignment in violation of this section is void.

Independent Contractors. The parties are independent contractors. Nothing in this EULA creates a partnership, joint venture, agency, or employment relationship between the parties.

Questions about this EULA, including license-scope or compliance questions from third-party reviewers, should be directed to: