Term & Conditions

1. Acceptance of Terms

By accessing or using the services provided by Simplified Fi (“we,” “our,” “us”), you agree to be bound by these Terms & Conditions. If you do not agree, you may not use our services.

2. Scope of Services

Simplified Fi currently provides finance process consulting and integration services, which may be delivered as one-off projects or ongoing engagements. Future services may include proprietary software solutions. Specific project deliverables, pricing, timelines, and other commercial terms will be set out in a separate written engagement agreement.

3. No Financial or Legal Advice

Our services are provided for operational and process improvement purposes only. We do not provide legal, tax, or investment advice, and you are responsible for obtaining your own professional advice where necessary.

4. Client Responsibilities

You agree to:

Provide accurate information necessary for the delivery of our services.

• Maintain control over your own infrastructure, systems, and data.

• Implement security measures for any systems into which our recommendations or integrations are deployed.

5. Data Handling & Privacy

We aim to avoid storing, transmitting, or processing sensitive client financial data outside of your controlled environment. If any data is temporarily handled in the course of providing services, it will be processed in accordance with applicable privacy laws and only to the extent necessary to perform our obligations.

You acknowledge that you remain the data controller and are responsible for ensuring compliance with all applicable data protection regulations.

6. Intellectual Property

Unless otherwise agreed in writing, all tools, templates, workflows, code, documentation, and other materials developed or provided by Simplified Fi remain our exclusive intellectual property. You are granted a non-exclusive, non-transferable license to use such materials solely for your internal business purposes during the term of our engagement.

7. Limitation of Liability

To the fullest extent permitted by law:

Simplified Fi’s total liability for any claim arising out of or relating to our services is limited to the total fees paid by you for the specific engagement giving rise to the claim.

• We are not liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, revenue, or data.

• We do not guarantee uninterrupted or error-free operation of any integration, process, or system configured under our guidance.

8. Warranties Disclaimer

All services are provided “as is” and “as available” without warranties of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.

9. Termination

Either party may terminate an engagement in accordance with the terms set out in the relevant engagement agreement. Any provisions intended to survive termination (including intellectual property rights, disclaimers, and limitations of liability) will remain in effect.

10. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law principles.

11. Dispute Resolution

Any dispute, controversy, or claim arising from or relating to these Terms shall first be addressed through good-faith negotiations between the parties. If unresolved, disputes will be submitted to binding arbitration in Texas under the rules of the American Arbitration Association. Judgment on the award may be entered in any court of competent jurisdiction.

12. Changes to These Terms

We may update these Terms from time to time by posting a revised version on our website. Your continued use of our services after such changes constitutes acceptance of the updated Terms.