Terms of use

1. Acceptance and scope

By downloading, installing, activating, or using TealFinch, you agree to these Terms. If you use TealFinch on behalf of an organisation, you represent that you have authority to bind that organisation.

“Software” means the TealFinch Windows desktop Excel add-in and related local synchronisation components. “Customer Data” means accounting records, report data, workbook content, formulas, and other data that you connect to or process with the Software.

2. Software licence and permitted use

Subject to these Terms and payment of applicable fees, TealFinch grants you a limited, non-exclusive, non-transferable licence to install and use the Software on Windows computers owned or controlled by you or your organisation.

You may use the Software for your business reporting and, where your licence permits, to prepare reports for clients who have authorized you to access their data. You may connect Excel workbooks to supported accounting platforms and synchronise accounting data into your SQL Server or LocalDB database.

The Software is licensed, not sold. TealFinch and its licensors keep all rights, title, and interest in the Software and reserve all rights not expressly granted in these Terms.

The Software periodically contacts TealFinch licence servers to verify your trial or subscription and enforce company and user limits. Blocking this verification may stop licensed features from working.

3. Trial licence

TealFinch may provide a 14-day trial licence for one company, starting on first activation in Excel. No credit card is required, and the trial does not automatically become a paid subscription.

Trial licences are provided for evaluation only. We may limit, suspend, or decline trial access to prevent misuse or duplicate trial requests.

4. Subscriptions, payment, and renewal

Paid plans include company and user allowances, with monthly or yearly billing. Company allowances apply in total across supported accounting systems, not separately to each integration. Additional companies increase that total allowance. Subscription terms, prices, and renewal details are presented before purchase.

Subscriptions are sold through Lemon Squeezy, our reseller and merchant of record, which processes payment and collects applicable sales taxes. Its checkout and buyer terms also apply to your purchase. You authorise the charging of applicable fees, taxes, and renewal amounts using the payment method you provide. Unless stated otherwise at purchase, subscriptions renew automatically at the end of each billing period until cancelled.

You may cancel at any time from your customer portal or by contacting support. Cancellation takes effect at the end of the current billing period, and the Software remains available until then. Because a free trial is available before purchase, fees already paid are non-refundable, except where required by applicable law.

We may change prices for future billing periods. We will give you notice before a price change applies to your subscription, and you may cancel before it takes effect.

5. Customer Data

You retain ownership of Customer Data. TealFinch does not claim ownership of your accounting records, Excel workbooks, formulas, reports, or database tables.

The reporting sync stores accounting data in a SQL Server or LocalDB database that you choose and control. Optional AI features and support requests may process information you provide through separate online services, as described in the privacy policy. You are responsible for backups and for configuring database, device, network and access controls.

6. Accounting-platform connections

You authorize accounting-platform access through the provider. TealFinch reads records for reporting and does not create, update or delete source transactions. QuickBooks® Online is the initial integration. Xero® is coming soon and is not available for trials.

Your use of QuickBooks® Online, Xero®, Microsoft Excel, Windows, SQL Server, and LocalDB is governed by the terms and policies of the relevant providers. TealFinch is not responsible for third-party service availability, API changes, account configuration, or provider decisions.

7. Optional AI assistant features

If you use optional AI assistant features, prompts and relevant context may be processed through an AI service. Review the applicable provider terms and the privacy policy before submitting information. AI-generated output may be incomplete or inaccurate and must be reviewed before use. You are responsible for having the right to submit any information you include in a request. Plans may include usage allowances for AI features, and we may change, limit, or discontinue AI features.

8. Professional-services disclaimer

TealFinch is software for accounting-data synchronisation, Excel reporting, and analysis. TealFinch does not provide accounting, audit, tax, investment, legal, or other professional advice.

You are responsible for reviewing outputs, confirming accuracy and completeness, performing reconciliations, complying with laws and professional standards, and making decisions based on your own judgement and advice from qualified professionals.

9. Restrictions

You must not: (a) reverse engineer, decompile, or disassemble the Software except where law allows; (b) bypass licence activation or verification; (c) share licence keys with unauthorised users; (d) rent, lease, sublicense, host, or provide the Software as a service to third parties unless we agree in writing; (e) use the Software to develop a competing product; or (f) use TealFinch unlawfully or in a way that harms TealFinch, users, or third parties.

You must comply with applicable export-control and sanctions laws. You represent that you are not located in, or acting for a person in, a country or on a list subject to Canadian, United States, or other applicable sanctions that would prohibit your use of the Software.

10. Confidentiality and security

Each party may receive non-public information from the other. The receiving party must use reasonable care to protect that information and may use it only for purposes related to these Terms, unless disclosure is required by law.

If you send us suggestions or feedback about TealFinch, we may use them without restriction or obligation to you.

You are responsible for securing your devices, workbooks, local databases, accounting-platform accounts, and user credentials. TealFinch servers handle licence activation and verification, trial key issuance, account email records, and related operational information.

11. Warranty disclaimer

To the extent permitted by law, the Software, website, trial licences, and related services are provided “as is” and “as available”. TealFinch disclaims implied warranties, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

12. Limitation of liability

To the extent permitted by law, TealFinch will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, loss of goodwill, business interruption, or loss of data.

To the extent permitted by law, TealFinch’s total liability arising out of or related to these Terms will not exceed the amounts paid by you to TealFinch for the Software in the twelve months before the event giving rise to the claim, or US$100, whichever is greater.

13. Suspension and termination

You may stop using the Software at any time. We may suspend or terminate access to the Software if you materially breach these Terms, fail to pay fees when due, misuse trial licences, or create security or legal risk. On termination, your right to use the Software ends, but your Customer Data stored in your own SQL Server or LocalDB database remains under your control.

14. Changes to these Terms

We may update these Terms from time to time. We will post the updated Terms on this page with a revised “Last updated” date and, for material changes, give reasonable notice by email or in the Software before they take effect. If you do not agree to a change, you may cancel before it takes effect. Continued use after the effective date means you accept the updated Terms.

15. General

These Terms, together with the privacy policy and any order details presented at purchase, are the entire agreement between you and TealFinch about the Software and replace any prior understanding on that subject. If any provision is found unenforceable, it will be limited to the minimum extent necessary and the rest of these Terms will remain in effect. Failure to enforce a provision is not a waiver. You may not assign these Terms without our written consent; we may assign them in connection with a merger, acquisition, or sale of assets. Neither party is liable for delays caused by events beyond its reasonable control.

These Terms are written in English. If they are translated, the English version prevails to the extent permitted by law. Nothing in these Terms limits rights that cannot be limited under applicable consumer-protection law.

16. Governing law and notices

These Terms are governed by the laws of the Province of British Columbia and the federal laws of Canada applicable therein, without regard to conflict-of-law rules. The courts of British Columbia will have jurisdiction unless applicable law requires otherwise.

TealFinch Technologies Ltd.
British Columbia, Canada
Legal notices: [email protected]
Support: [email protected]
General enquiries: [email protected]