Legal

Terms of Service / End User License Agreement

Effective Date: September 15, 2026

These Terms of Service and End User License Agreement (the "Terms") govern access to and use of the website, software, integrations, and services made available by Clever Solutions LLC, doing business as CleverSol.ai ("Clever," "we," "us," or "our"). Clever is a software and artificial-intelligence solutions company that designs, builds, and operates software applications and integrations for its own use and for its clients.

1. Acceptance

By accessing or using our website, software, integrations, or services (collectively, the "Services"), you ("you" or the "User") agree to be bound by these Terms. If you do not agree, do not use the Services. If you accept these Terms on behalf of a company or other entity, you represent that you are authorized to do so.

2. Scope; Relationship to Other Agreements

These Terms govern general use of the Services, including our website, our software and integrations (such as the connected third-party integrations described below), and any AI-enabled features we make available. Professional services engagements are governed by a separate written agreement — such as a master services agreement, statement of work, or order form (a "Services Agreement"). If a signed Services Agreement conflicts with these Terms for a particular engagement, the Services Agreement controls for that engagement.

3. Description of the Services

  • Software and professional services. We provide software development and technology professional services, and we design, build, and operate software applications and AI-enabled solutions for clients and for ourselves.
  • Integrations with third-party services. Our software includes integrations that, with authorization, connect to third-party services to access or process data on the authorized party's behalf. These currently include Intuit QuickBooks Online (accounting/financial data), Microsoft SharePoint (documents/files), Microsoft Exchange / Microsoft 365 (email and mailbox data), and Google Drive (files/documents), and we may add or change integrated services (for example other accounting systems, cloud storage providers, email/communication platforms, and CRM systems) from time to time.
  • AI-enabled features. Certain Services use AI/LLM providers — currently Anthropic and OpenAI — to power features.
  • The QuickBooks Integration. Among our first-party tools is a private, internal-use integration that, with authorization, connects to the QuickBooks Online company file(s) via Intuit's OAuth 2.0 API. It retrieves financial data on a read-only basis — including financial reports (Profit & Loss statement, Balance Sheet, and Trial Balance), the chart of accounts, account balances, and company information — for the authorized company's internal month-end close, reconciliation, and financial analysis. It does not create, modify, or delete any data in QuickBooks and is not offered to the general public or to outside users.

4. License & Permitted Use

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Services for their intended business purposes, and, for our first-party tools such as the QuickBooks Integration, solely for the authorized internal purposes described above. All use must comply with these Terms, any applicable Services Agreement, any third-party authorizations (including those of Intuit, Microsoft, Google, and any AI provider), and applicable law.

5. Restrictions

You shall not, and shall not permit any third party to:

  • use the Services for any unlawful purpose or in violation of these Terms, a Services Agreement, or third-party terms (including those of Intuit, Microsoft, Google, Anthropic, or OpenAI);
  • make a first-party internal tool (such as the QuickBooks Integration) available to, or use it on behalf of, any outside user or the general public;
  • copy, modify, reverse engineer, decompile, or disassemble the Services, except to the extent permitted by law;
  • attempt to gain unauthorized access to the Services, their data, or the systems of any connected third-party service or AI provider, or any related systems or networks;
  • use any integration to access, write to, alter, or delete data in a connected system in a manner inconsistent with its authorized design and the scope of the authorization granted (for the QuickBooks Integration, its read-only design);
  • input into any AI-enabled feature any data you do not have the right to provide, or use outputs in a manner that infringes third-party rights or violates law;
  • attempt to extract, reproduce, or reverse engineer any underlying AI model, training data, weights, or prompts; or
  • remove or obscure any proprietary notices, or use the Services to sell, rent, or share accessed data with third parties.

6. Artificial Intelligence Features & Outputs

Some Services use machine-learning and AI systems, including models provided by third parties (currently Anthropic and OpenAI). You acknowledge and agree that:

  • AI outputs may be inaccurate or incomplete. AI-generated output is provided for assistance only, may contain errors, and must be reviewed and verified by a qualified person before being relied upon.
  • Not professional advice. AI output — and the reports and analyses produced by integrations such as the QuickBooks Integration — do not constitute professional accounting, tax, legal, or other professional advice, and you remain responsible for verifying financial and other data (including within the connected source systems).
  • Your responsibility. You are responsible for your use of AI-enabled features, for the data you input, and for reviewing outputs before acting on them.
  • Third-party models. AI features may depend on third-party model providers whose terms apply to that processing. Rights in and to AI outputs, and any use restrictions, are as set out in the applicable Services Agreement or third-party terms.

7. Intellectual Property

The Services, including all software, code, designs, and related intellectual property, are and remain the property of Clever Solutions LLC and/or its licensors. Except for the limited license granted here (or in an applicable Services Agreement), these Terms transfer no ownership or other rights to you. Ownership of client-specific deliverables is governed by the applicable Services Agreement. "QuickBooks," "Intuit," "Microsoft," "SharePoint," "Google," and related marks are the property of their respective owners; no rights in their marks are granted here.

8. Data & Privacy

Our collection, use, storage, and protection of information are described in our Privacy Policy, available at https://cleversol.ai/privacy, which is incorporated into these Terms by reference. Where we process data on a client's behalf, the applicable Services Agreement and any data processing terms also apply. By using the Services, you acknowledge the practices described in the Privacy Policy.

9. Third-Party Services

The Services depend on third parties, including Intuit (QuickBooks Online), Microsoft (SharePoint and Exchange / Microsoft 365), Google (Google Drive), and AI model providers Anthropic and OpenAI, as well as cloud hosting and infrastructure providers and other third-party services we may integrate from time to time. Your use of these services is governed by each provider's own terms and privacy policies, which are separate from and in addition to these Terms. You are responsible for maintaining your own accounts and authorizations and for complying with those third-party terms. We are not responsible for third-party services, and those providers are not parties to these Terms.

10. Disclaimers & "As Is" Warranty

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, THAT AI-GENERATED OUTPUT WILL BE ACCURATE OR COMPLETE, OR THAT DATA RETRIEVED WILL BE COMPLETE, ACCURATE, OR CURRENT. THE SERVICES ARE NOT A SUBSTITUTE FOR PROFESSIONAL ACCOUNTING, TAX, OR LEGAL ADVICE. NOTHING IN THIS SECTION LIMITS WARRANTIES THAT CANNOT BE EXCLUDED UNDER APPLICABLE LAW OR ANY EXPRESS WARRANTIES IN A SIGNED SERVICES AGREEMENT.

11. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL CLEVER SOLUTIONS LLC OR ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS, WHETHER BASED ON CONTRACT, TORT, OR ANY OTHER THEORY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US FOR THE APPLICABLE SERVICES IN THE TWELVE (12) MONTHS BEFORE THE CLAIM OR (B) ONE HUNDRED U.S. DOLLARS (US $100.00). LIABILITY UNDER A SIGNED SERVICES AGREEMENT IS GOVERNED BY THAT AGREEMENT. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.

12. Indemnification

To the extent permitted by applicable law, you agree to indemnify, defend, and hold harmless Clever Solutions LLC and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to your misuse of the Services, your violation of these Terms, or your violation of any applicable law or third-party rights (including the terms of Intuit, Microsoft, Google, or any AI provider). Indemnification within a client engagement is governed by the applicable Services Agreement.

13. Term & Termination

These Terms apply while you use the Services. You may stop using the Services at any time and, for the integrations, disconnect and revoke access (see the Privacy Policy). We may suspend or terminate access at any time, with or without cause or notice, including if we believe these Terms have been violated. Upon termination, the license in Section 4 ends and you must stop using the Services. Provisions that by their nature should survive termination (including Sections 5 through 12 and Section 14) will survive. Termination of a client engagement is governed by the applicable Services Agreement.

14. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of Illinois, without regard to its conflict-of-laws principles. The parties consent to the exclusive jurisdiction and venue of the courts located in the State of Illinois for any dispute arising out of or relating to these Terms, except where prohibited by applicable law. A signed Services Agreement's governing-law and dispute-resolution terms control for that engagement.

15. Changes to These Terms

We may modify these Terms from time to time. When we do, we will revise the "Effective Date" above and post the updated Terms at https://cleversol.ai/terms. Material changes will be identified where practicable. Your continued use of the Services after an update constitutes acceptance of the revised Terms.

16. Contact

Questions about these Terms may be directed to:

Clever Solutions LLC 1449 S Michigan Ave STE 13144 Chicago, IL 60605 Email: legal@cleversol.ai Website: https://cleversol.ai