Terms of Service

1. About AriBooks

AriBooks is a software platform that helps businesses with accounts receivable: it connects to your accounting software, sends invoice follow-up emails to the clients you opt in on a dynamic schedule driven by the policies you set and by what each client replies, reads and summarizes those replies, maintains an accounts receivable aging report, and provides a secure billing portal for opted-in clients.

AriBooks provides tools and automation to assist you but does not replace professional accounting, financial, or legal advice.

2. Accounts

You must provide accurate information when creating an account. You are responsible for maintaining the security of your account, keeping your login credentials confidential, and all activity that occurs under your account. You connect QuickBooks Online by signing in on Intuit's own page; we never receive or store your QuickBooks Online password.

3. The Service and how opt-in works

The Service only contacts, or provides a billing portal to, the clients you choose to opt in. Opted-in clients receive your follow-ups and access to the billing portal, and, where you choose to use these features, your invoices, invoice resends (at their request), statements, and banking details. Clients you don't opt in are not contacted and receive no portal. You can also hold any individual invoice to skip follow-ups on it. You set the follow-up templates, timing, and rules — what goes out is what you set up.

A dynamic, not fixed, schedule. Follow-ups are not sent on a single uniform timetable. When Ari reads a reply and extracts a circle-back date (for example, a client says they'll pay next week), follow-ups on that client pause and then resume automatically around that date. The schedule adapts to each client based on what they say, so you should not rely on follow-ups being sent on any fixed day.

4. The billing portal, payments, and disputes

Clients you opt in can access a secure billing portal to view and download their invoices and see a statement of account. You may also choose to send invoices, statements, and (if you choose) payment details directly to your opted-in clients from the platform.

Paying online. Where a client chooses to pay online, the portal displays a secure link so they can pay the way they normally would — there is no new payment setup, and AriBooks is not part of the payment flow. We do not process, hold, or transfer funds, and we are not a payment processor.

Paying offline (optional). You may optionally choose to provide or upload payment or bank details so a client can pay you by offline bank transfer / EFT; whether to do this is entirely your choice. If you choose to, you are responsible for that decision and for the details you provide. Whether or not you use this feature, you and your clients remain solely responsible for your own internal controls and independent verification (such as voice confirmation) before executing wire transfers or altering banking details. Any offline payment is made directly between you and your client; AriBooks does not process, hold, or transfer those funds and is not responsible for payments that are sent, missed, intercepted, or misdirected.

Disputes. A client may flag an invoice as disputed from the portal. AriBooks passes that flag to you and pauses follow-ups on that invoice until you clear it. Resolving the dispute is solely between you and your client; AriBooks is only the messenger.

5. Your responsibilities

You are responsible for: the accuracy of the invoices and client information in your accounting software; having the legal right to contact the clients you opt in, consistent with applicable law including Canada's Anti-Spam Legislation (CASL) and privacy laws; your decision to provide or upload any payment or bank details; the rules and cadences you configure; resolving any disputes your clients raise; and reviewing information generated by AriBooks before relying on it.

AriBooks does not guarantee that clients will pay invoices, or that use of the Service will result in faster payment.

6. Acceptable use

You may use AriBooks only for lawful business purposes and only to contact clients you have the right to contact, for a genuine, legitimate business purpose connected to real invoices and receivables — namely sending invoices, resending an invoice at a client's request, sending statements of account, sending your banking details where you choose to, and sending genuine follow-ups. Every message the Service sends on your behalf, of any type, must have this legitimate business purpose; the Service must not be used to send unsolicited commercial messages or spam. You agree not to: misuse the Service; send invoices, statements, banking details, follow-ups, or any other messages that do not relate to a genuine invoice or receivable, or to a recipient you do not have the right to contact; harass recipients; attempt to access systems without authorization; interfere with the operation of the Service; probe or reverse-engineer the Service; or use it in violation of applicable law, including Canada's Anti-Spam Legislation (CASL). All messages are sent through a dedicated, authenticated sending setup with a third-party email delivery provider; to protect deliverability for all users, we may pause sending if we detect abuse or a spam-reputation risk.

7. Email sent on your behalf

AriBooks sends emails on your behalf, from your own AriBooks billing address, shown to your clients as "Your Business via AriBooks." This includes invoices, invoice resends your clients request, statements of account, your banking details (where you choose to provide them), and follow-ups. You control the cadence and rules, and you are responsible for having the right to contact each recipient and for ensuring every message serves a genuine, legitimate business purpose connected to a real invoice or receivable. You may not use this to send unsolicited commercial messages or spam, and all sending must comply with applicable law, including Canada's Anti-Spam Legislation (CASL).

8. Artificial intelligence

AriBooks uses artificial intelligence in one specific, limited way: to read incoming client replies, summarize them, and estimate a circle-back date — the date to resume follow-ups. That is the only place AI is used. The AI does not write or send any outbound messages to your clients; every follow-up uses a static template you set up and control.

AI-generated summaries and dates are aids, not guarantees, and may contain errors. The original reply is always retained, and you are responsible for reviewing them before relying on them.

9. Third-party services

AriBooks depends on third-party services, including Intuit's QuickBooks Online API, accessed through Intuit's OAuth 2.0 sign-in as part of the Intuit App Partner Program. Your use of QuickBooks Online remains governed by your agreement with Intuit, and you authorize AriBooks to access your Intuit data solely to provide the Service, handled in accordance with Intuit's developer requirements. Your use of other third-party services may be subject to their separate terms and privacy policies. We are not responsible for failures, changes, or interruptions caused by third-party providers.

10. Your data and privacy

You retain ownership of the information you provide to AriBooks. You grant us permission to process it solely as necessary to provide, maintain, and improve the Service. We do not sell your data or your clients' data.

Where we process personal information belonging to your clients, we do so as your service provider, only on your instructions and only as necessary to provide the Service. Our personnel and service providers are bound to confidentiality, we will reasonably assist you in responding to access, correction, or deletion requests from your clients, and on termination we delete data as described in our Privacy Policy. You remain the party responsible to your clients for that information. Our handling of personal information — including what we collect, where it is stored, and how it is deleted — is described in our Privacy Policy, which forms part of these Terms.

11. Intellectual property

AriBooks and its underlying technology, software, designs, and materials remain the property of 1001502179 Ontario Inc. (o/a AriBooks). You may not copy, modify, reverse-engineer, or redistribute the Service except as permitted by law. If you provide feedback, suggestions, or ideas about the Service, we may use them freely, without restriction or obligation to you.

12. Indemnity

You will defend, indemnify, and hold harmless AriBooks and its owners from any third-party claims, losses, and reasonable costs (including legal fees) arising from: your use of the Service; the clients you opt in and your right to contact them; any content in your follow-up templates; any payment or bank details you provide; or your breach of these Terms or of applicable law, including Canada's Anti-Spam Legislation (CASL) and privacy laws.

13. Free trials, promotions, and pricing

The Service currently offers a free 30-day trial, after which continued use is billed at our current published rate of CAD $49/month (our "founder rate" for early customers). No credit card is required to start; as your trial nears its end, we will invite you to add payment details (processed by our payment provider, Stripe) to continue, and you are never billed automatically without taking that step. We may change our standard published pricing and trial length at any time, with notice, and continued use after a change takes effect requires a current paid plan. Where we have offered a customer a discounted or founder rate, we may also adjust that rate over time — including for customers who signed up earlier under that rate — but any such adjustment will keep it below our then-current standard published price at the time of the change; this below-standard-price protection applies only to customers on a discounted or founder rate, not to customers paying our standard published price, which may itself increase for new and existing customers alike. We will tell you your rate before any change takes effect. We may also modify or discontinue the Service, in whole or in part, with reasonable notice. Fees are non-refundable except where required by law; if we discontinue the Service or close your account without cause, we will refund any prepaid fees for the unused period.

From time to time, we may, at our sole discretion, offer promotions, extended trials, pilots, or early-access programs to selected businesses, on separate terms. These offers are made at our discretion, may be changed or withdrawn at any time, and create no entitlement for any other user to the same terms. Pilot or early-access features may still be under development and may change or become unavailable.

14. Disclaimer

The Service is provided on an "AS-IS" and "AS-AVAILABLE" basis, without warranties of any kind, express or implied, including merchantability or fitness for a particular purpose. We do not guarantee uninterrupted or error-free operation, that the Service is entirely secure, specific financial outcomes, or the successful collection of any invoice.

15. Limitation of liability

AriBooks does not handle funds and is not responsible for collecting your invoices. To the maximum extent permitted by the laws of the Province of Ontario and the federal laws of Canada applicable therein, we are not liable for indirect, incidental, special, consequential, or punitive damages, or for uncollected, intercepted, or misdirected payments, unauthorized access to your account, misread emails, missed or misestimated dates, disputes between you and your clients, or operational delays. To the same extent, our total combined liability for any and all claims arising out of or relating to these Terms or the Service is capped at the greater of (a) CAD $100.00 or (b) the total fees you paid us in the 12 months before the claim.

16. Termination

You may stop using the Service and close your account at any time. We may suspend or terminate access if you violate these Terms, create legal risk, or misuse the Service. We may also suspend or terminate your access, or discontinue the Service, at any time for any reason or no reason, at our sole discretion, with reasonable notice where practicable; if we close your account without cause, we will refund any prepaid fees for the unused period. This right does not override any separate signed agreement between us for as long as that agreement is in effect and to the extent it addresses termination or notice — for example, a Pilot User Agreement — which governs on those points while in effect. Sections that by their nature should survive — including Your Data and Privacy, Intellectual Property, Disclaimer, Limitation of Liability, and Governing Law — continue after termination.

17. Changes to these Terms

We may update these Terms from time to time. We will post the updated version here with a new effective date, and for material changes we will provide reasonable notice. Continued use of the Service after changes take effect means you accept the updated Terms.

18. General

If any provision of these Terms is found unenforceable, the rest remain in effect, and the unenforceable provision will be limited or severed to the minimum extent necessary. These Terms, together with the Privacy Policy, are the entire agreement between you and AriBooks regarding the Service and supersede any prior understanding — except that if you've also signed a separate agreement with us, such as a Pilot User Agreement, that agreement governs to the extent it conflicts with these Terms on the points it covers, and these Terms continue to apply in all other respects. We may assign these Terms in connection with a merger, acquisition, or sale of assets; you may not assign them without our consent. Our failure to enforce any right is not a waiver of it. Neither party is liable for delay or failure caused by events beyond its reasonable control. Formal notices under these Terms may be given by email to the addresses on record.

19. Governing law

These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein. The parties attorn to the exclusive jurisdiction of the courts located in Toronto, Ontario.

20. Contact

Questions about these Terms can be sent to support@aribooks.com — 1001502179 Ontario Inc. (o/a AriBooks), Toronto, Ontario, Canada.