1. Acceptance
These Terms of Service ("Terms") govern access to websites, dashboards, integrations and related consulting or operational services provided by CleanBooks Consulting ("CleanBooks", "we", "us" or "our"). By using the services, you confirm that you are authorised to act for the relevant organisation and agree to these Terms. A signed proposal, statement of work or other written agreement may include additional terms; that agreement will prevail to the extent of a conflict.
2. Services
CleanBooks provides finance operations support and technology-enabled tools that may include receivables tracking, invoice lifecycle monitoring, GRN and POD processing, reconciliations, exception management, workflow automation, reporting and related advisory services. Features and scope depend on the applicable client arrangement.
3. Accounts and authorised use
Users must provide accurate information, protect login credentials and use the services only for authorised business purposes. A client is responsible for choosing its users, managing their access and notifying us when access should be changed or removed. Users must not attempt to bypass security, access another client's information, disrupt the services, introduce malicious code, scrape the services, or use them unlawfully.
4. Client information and permissions
The client retains its rights in information it supplies or authorises CleanBooks to access. The client grants us the limited permission necessary to host, process, reproduce and display that information to provide, secure and support the services. The client confirms that it has the rights, notices and permissions needed to provide the information and connect any mailbox, storage location or other data source.
5. Google integrations
If an authorised administrator connects Google or Gmail, the client authorises CleanBooks to use the approved scopes for the configured workflow. Current Gmail processing uses read-only access to locate relevant messages and retrieve eligible business documents. The client can revoke Google access at any time, although doing so may stop connected workflows. Our handling of Google user data is described in our Privacy Policy.
6. Review of outputs
Document extraction and matching may be affected by source quality, missing fields, inconsistent formats and third-party data. Suggestions, matches, exception flags and dashboard calculations are operational aids and may require human review. Unless expressly agreed otherwise, the client remains responsible for verifying outputs and approving accounting entries, tax positions, credit decisions, reversals, filings, payments and other consequential actions.
7. Service changes and availability
We may maintain, improve or change the services and may suspend access when reasonably necessary for security, maintenance, legal compliance or prevention of harm. We aim to provide reliable service but do not guarantee uninterrupted or error-free availability unless a written service level has been agreed.
8. Third-party services
The services may depend on third-party platforms such as email, cloud hosting, storage, document processing and customer or marketplace systems. Third-party services are governed by their own terms and may change, limit or interrupt access. CleanBooks is not responsible for a third party's systems, but we will take reasonable steps to manage integrations within our control.
9. Confidentiality and privacy
Each party should protect the other party's confidential information and use it only for the agreed purpose, subject to any more specific confidentiality agreement. Our processing of personal information is described in the Privacy Policy.
10. Intellectual property
CleanBooks and its licensors retain rights in the services, software, workflows, templates, designs and documentation, excluding client information. Except for the limited right to use the services during the applicable engagement, no intellectual-property rights are transferred unless expressly agreed in writing.
11. Fees
Fees, taxes, payment dates and commercial terms are governed by the applicable proposal, invoice, statement of work or other written agreement. Failure to pay undisputed amounts may result in suspension after reasonable notice.
12. Disclaimers
To the extent permitted by law, the services are provided on an "as available" basis. CleanBooks does not provide legal, statutory audit, investment or tax advice through the dashboards unless expressly included in a written engagement. Clients should obtain appropriate professional advice for decisions requiring it.
13. Liability
To the extent permitted by applicable law, neither party will be liable for indirect, incidental, special or consequential loss arising from the services. Any further limitation or allocation of liability will be governed by the applicable written client agreement. Nothing in these Terms excludes liability that cannot lawfully be excluded.
14. Suspension and termination
Either party may terminate in accordance with the applicable written agreement. We may suspend or terminate access for material breach, unlawful use, security risk or non-payment, subject to applicable notice requirements. Following termination, access may end and client information will be handled according to the applicable agreement and our retention obligations.
15. Governing law
Unless a written agreement states otherwise, these Terms are governed by the laws of India, and disputes will be subject to the jurisdiction of competent courts in India.
16. Changes and contact
We may update these Terms to reflect changes in our services or legal requirements. The effective date above identifies the current version. Questions may be sent to manjunathms@cleanbooksconsulting.net or raised by calling +91 90083 82748.