Terms of Service

1. The agreement

These Terms of Service (“Terms”) are a contract between Alpyne, Inc. (“Alpyne”, “we”) and the firm or individual that creates an account (“you”, “Customer”). They govern your use of the Alpyne platform at app.getalpyne.com, the website at getalpyne.com, and related services (together, the “Service”). By creating an account or using the Service you accept these Terms. If you are accepting on behalf of a firm, you represent that you have authority to bind it.

Alpyne is a business tool. The Service is offered to businesses and professionals, not to consumers, and you agree you are using it for business purposes.

Our Privacy Policy and Disclaimer are part of these Terms.

2. Accounts

You must provide accurate account information and keep it current. You are responsible for everything done under your account and the accounts of users you invite, for keeping credentials confidential, and for telling us promptly at the address below if you believe an account has been compromised. We recommend, and firm administrators can require, multi-factor authentication.

A firm administrator can add and remove users, set their access to specific clients, enable and disable features including AI features per client, and close the firm’s account. Those actions are the firm’s, and Alpyne acts on them.

3. The free trial

New accounts receive a 14-day free trial from the date of registration. A payment card is required to start the trial. Nothing is charged during the trial, and cancelling before it ends charges nothing. Unless you cancel, billing begins automatically on day 15 at the plan and seat count in effect on your account.

Adding clients beyond the number included in your plan during the trial ends the trial and starts billing immediately, as stated on our pricing page.

We may limit trials to one per firm and may decline or end a trial we reasonably believe is being used to evade these Terms.

4. Fees and billing

Fees are as published on our pricing page when you subscribe. Plans are billed monthly in advance, or annually in advance at the published discount, by automatic charge to your card. A “seat” is one connected client; fees scale with the number of clients connected, on the ladder published on the pricing page, and we bill for the clients connected at the start of each billing period.

There are no contracts and no minimum term. You can cancel at any time from your account, effective at the end of the current billing period. We do not refund partial periods. Failed payments may result in suspension after notice, and we may charge reasonable costs of collection on overdue amounts.

Fees exclude taxes. If we are required to collect sales, use or similar taxes on your subscription, we will add them to your invoice. We may change our prices with at least 30 days’ email notice to the account holder; the change takes effect at your next billing period after that notice.

5. Your data

You own the data you put into Alpyne and the data Alpyne syncs on your instruction from systems you connect (“Customer Data”), including your clients’ financial data, uploaded files, and the reports, models, forecasts and dashboards you build. You grant Alpyne a licence to host, process, display, transmit and back up Customer Data only as needed to provide the Service to you, to keep it secure, and as otherwise described in our Privacy Policy. We will not sell Customer Data and will not use it to train AI models.

You are responsible for Customer Data: for having the right to put it into Alpyne, for its accuracy, and for your professional obligations to the clients it belongs to. In particular, by connecting a client’s accounting system, bank account, email or other data source, you represent that you are authorised by that client to do so and to use the data in Alpyne on their behalf.

You can export Customer Data at any time while your account is active. See section 13 for what happens on termination.

6. Connected systems and writing to the ledger

Alpyne connects to third-party systems through their own authorisation flows. Those systems are governed by their own terms, which you are responsible for complying with. We are not responsible for their availability, accuracy or changes to their APIs, though we will work to keep connections functioning.

Some connections include permission to write to your clients’ books. Alpyne writes to a connected ledger only when an authorised user starts an action, such as posting a journal entry or reclassifying transactions, or when your firm explicitly turns on an automation that does so. You are responsible for reviewing every change Alpyne makes to a client’s books, exactly as you would review a change made by a member of your staff, and for the professional consequences of those changes. Every write is logged and attributed to the user or automation that caused it.

7. AI features

Alpyne includes AI features, including the Sherpa analyst, that produce analysis, commentary, drafts and suggested actions from Customer Data. AI outputs can be wrong, incomplete or misleading, including in ways that are not obvious. They are provided for your review and are not a substitute for your professional judgement. You must verify any AI output before relying on it, delivering it to a client, board, lender, investor or authority, or acting on it.

AI features are included in every plan. From 19 October 2026, each client carries a monthly allowance of Sherpa credits as published on the pricing page, allowances pool across your firm, and additional credits may be purchased at the published rate. We never charge for additional credits without your firm purchasing them. Accounts active before 19 October 2026 keep the terms they signed up under, including AI features that are not separately metered, for as long as the account remains active. If we change allowances or rates in future, accounts active at that time will likewise keep the terms they signed up under. Your firm can turn AI features off for any client at any time. AI processing is performed by Anthropic under its commercial API terms, as described in our Privacy Policy.

8. Acceptable use

You agree not to:

• Use the Service to break the law, infringe anyone’s rights, or violate your professional or confidentiality obligations to a client.
• Connect data you are not authorised to connect, or access another firm’s data.
• Probe, scan, overload or interfere with the Service or its infrastructure, or attempt to bypass access controls or usage limits.
• Copy, modify, reverse engineer or create derivative works of the Service, or use it to build a competing product.
• Resell or sublicense the Service, or share accounts between firms. Using Alpyne to serve your own clients, including through white-labelled dashboards and reports, is permitted and is what it is for.
• Use automated means to extract data from the Service beyond the export features and APIs we provide.

9. Our intellectual property

Alpyne, the Service, its software, design, documentation and content are owned by Alpyne, Inc. and protected by intellectual property law. These Terms grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription in accordance with these Terms. Nothing here transfers ownership of the Service to you, and nothing transfers ownership of Customer Data to us.

If you give us feedback or suggestions, we may use them without obligation to you.

10. Confidentiality

Each of us will keep the other’s confidential information confidential and use it only for the purposes of these Terms. Customer Data is your confidential information. Non-public information about the Service, including pricing not published on our site, is ours. Confidential information does not include information that is public through no fault of the recipient, already known to the recipient, independently developed, or lawfully received from a third party. Either of us may disclose confidential information when required by law, after giving the other notice where legally permitted.

11. Disclaimers

The Service is provided “as is” and “as available”. To the fullest extent permitted by law, Alpyne disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, non-infringement, and any warranty arising from course of dealing. We do not warrant that the Service will be uninterrupted or error-free, that defects will be corrected, or that outputs will be accurate or complete.

Alpyne is software, not professional services. Nothing in the Service, on the website, or in any output constitutes accounting, tax, financial, investment, audit or legal advice, and no professional relationship is created by using it. Our Disclaimer explains this in more detail and is part of these Terms.

12. Limitation of liability

To the fullest extent permitted by law, Alpyne will not be liable for any indirect, incidental, special, consequential or punitive damages, or for lost profits, lost revenue, lost data, loss of business or cost of substitute services, arising out of or related to these Terms or the Service, however caused and under any theory of liability, even if advised of the possibility of such damages.

To the fullest extent permitted by law, Alpyne’s total liability arising out of or related to these Terms or the Service will not exceed the fees you paid to Alpyne in the twelve months before the event giving rise to the claim.

These limitations apply to the fullest extent permitted by law and do not limit liability for fraud, wilful misconduct, or any liability that cannot be limited by law. They reflect that the Service is priced on the basis that you, the professional, review its outputs and remain responsible for your clients.

13. Term, suspension and termination

These Terms apply from the moment you create an account until it is closed. You can close your account at any time from your account settings; closure takes effect at the end of the current billing period and no further charges are made.

We may suspend access immediately if we reasonably believe your use threatens the security or integrity of the Service or other customers, violates section 8, or if payment is overdue after notice. We will tell you why and restore access when the issue is resolved. We may terminate your account on 30 days’ notice for any reason, or immediately for a material breach of these Terms that is not cured within 10 days of notice.

For 30 days after closure you can request an export of your Customer Data, after which we delete it from production systems as described in our Privacy Policy. Sections 5, 9, 10, 11, 12, 13, 15 and 16 survive termination.

14. Changes to the Service and these Terms

We improve the Service continuously and may add, change or remove features. We will not materially reduce the core functionality of your plan during a paid period without notice. We may change these Terms; if a change is material, we will email the account holder at least 30 days before it takes effect, and your continued use after that date is acceptance. The effective date at the top of this page shows when the current version took effect.

15. Indemnity

You will defend and indemnify Alpyne against third-party claims, and the resulting damages, costs and reasonable legal fees, to the extent arising from Customer Data, your connection of a client’s systems without authority, your professional services to your clients, or your breach of these Terms. We will notify you promptly of any such claim, let you control the defence, and cooperate reasonably at your expense.

16. Governing law and disputes

These Terms are governed by the laws of the State of Utah, without regard to its conflict-of-laws rules. Any dispute arising out of or related to these Terms or the Service will be brought exclusively in the state or federal courts located in Salt Lake County, Utah, and each of us consents to their jurisdiction. Before filing, each of us agrees to try to resolve the dispute by discussing it in good faith for at least 30 days. Each party waives trial by jury to the extent permitted by law. Nothing here prevents either party from seeking injunctive relief in any court to protect its intellectual property or confidential information.

17. General

These Terms, with the Privacy Policy and Disclaimer, are the entire agreement between us about the Service and replace any prior agreement. If any provision is unenforceable it will be modified to the minimum extent necessary and the rest remains in effect. Neither party is liable for delay or failure caused by events outside its reasonable control. You may not assign these Terms without our written consent, except to a successor to your whole business that agrees to be bound by them; we may assign them to a successor to our business. Notices to you will be sent to the account holder’s email address; notices to us go to the address below. No waiver is effective unless in writing. We are independent contractors; nothing here creates a partnership, agency or employment relationship.

18. Contact

Alpyne, Inc., Salt Lake City, Utah. Questions about these Terms: legal@getalpyne.com. General enquiries: sales@getalpyne.com.