Terms of Service

Last updated: April 2026

This Customer Terms of Service is entered into by and between FinSelf ("Company") and the entity or person placing an order for or accessing any Services ("Customer" or "you"). If you are accessing or using the Services on behalf of your company, you represent that you are authorized to accept this Agreement on behalf of your company, and all references to "you" or "Customer" reference your company.

This Agreement permits Customer to purchase subscriptions to online software-as-a-service products and other services from FinSelf pursuant to any FinSelf ordering documents, online registration, order descriptions or order confirmations referencing this Agreement ("Order Form(s)"), and sets forth the basic terms and conditions under which those products and services will be delivered.

By indicating your acceptance of this agreement or accessing or using any services, you are agreeing to be bound by all terms, conditions, and notices contained or referenced in this agreement. If you do not agree to this agreement, please do not use any services.

1. Definitions

  • Agreement: this Terms of Service, any Order Forms, and any attachments, linked policies or documents referenced in them.
  • Services: the services that FinSelf will provide to Customer under this Agreement, as described in the applicable Order Form.
  • Customer Data: any data in electronic form that Customer or Users make available through the platform.
  • Users: employees, agents, consultants or other representatives authorized by Customer to access or use the Services.
  • Fees: any fees payable for the Services under the Order Form.

2. The Services

Subject to this Agreement, FinSelf grants Customer a limited, non-transferable, non-exclusive right to access and use the Services during the subscription period for lawful internal business purposes.

All rights and title in and to the platform, the Services, software, documentation, and related materials belong exclusively to FinSelf and its licensors. No rights are granted to Customer other than as expressly set forth in this Agreement.

3. Customer Data

Customer retains all rights, title and interest in and to all Customer Data. Customer is solely responsible for the accuracy, quality, legality, and appropriateness of all Customer Data.

Customer grants FinSelf a nonexclusive, worldwide, royalty-free right to process Customer Data as needed to maintain, provide, improve, and support the Services, and as otherwise required by applicable law.

4. Restrictions, Responsibilities and Rights

Customer shall not:

  • modify, copy, display, republish or create derivative works based on the Services;
  • use the Services to post or send infringing, obscene, threatening, libelous, or otherwise unlawful material;
  • crawl, scrape, data mine, or gather information from the Services in an unauthorized manner;
  • interfere with or disrupt the integrity of the Services.

5. Fees and Payment Terms

Customer shall pay applicable Fees in accordance with the Order Form or pricing page. Unless otherwise provided in an Order Form, all Fees are due within thirty (30) days from invoice date.

If Customer fails to make payment when due, FinSelf may charge interest on past-due amounts and may suspend Services until outstanding amounts are paid.

6. Warranties Disclaimer

Except for the express warranties set forth herein, all Services are provided on an "AS IS" and "AS AVAILABLE" basis without any warranty whatsoever, to the maximum extent permitted by applicable law.

7. Confidential Information

Each party agrees not to disclose or use any Confidential Information of the other party for any purpose outside the scope of this Agreement, except as required to perform obligations under this Agreement.

8. Term and Termination

This Agreement remains effective until all Order Forms have expired or been terminated. Either party may terminate for material breach if such breach is not cured within thirty (30) days after written notice.

9. Indemnity

Each party will indemnify and hold harmless the other party for claims arising from that party's breach of this Agreement, subject to the terms and limitations set forth herein.

10. Limitation of Liability

To the maximum extent permitted by applicable law, neither party shall be liable for indirect, incidental, special, consequential or punitive damages, or any loss of profits, revenues or data.

11. General Provisions

This Agreement is governed by applicable law as specified in the relevant Order Form or mandatory legal requirements. If any provision is held unenforceable, the remaining provisions remain in full force and effect.

Contact Us

If you have any questions about this Agreement, please contact us at [email protected].

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