Terms of Service

Last updated: August 26, 2026

1. The Service

The Financial Dashboard ("the Service") is a read-only financial reporting tool provided by Alignment Ops ("we", "us"). Each client organization gets its own workspace in which authorized members can view income, expense, and project-level reporting sourced from QuickBooks Online or from data files the organization uploads itself. By accessing the Service you agree to these terms.

2. Accounts and access

Access is granted per organization. Owners and admins may invite members and manage the QuickBooks connection and branding; viewers may only read reports for their own organization. You are responsible for keeping your login credentials confidential and for the activity of accounts you invite. Do not attempt to access data belonging to another organization.

3. QuickBooks Online connection

The Service connects to QuickBooks Online through Intuit's OAuth 2.0 flow using read-only accounting scope. It reads reports and transaction detail only. It never creates, modifies, or deletes anything in your QuickBooks Online company file. Connecting a company requires that you are authorized to grant that access.

4. Your data

You retain ownership of your accounting data and any files you upload. You grant us only the access needed to operate the Service for you. An owner or admin may disconnect QuickBooks or clear the stored financial data at any time from within the Service; disconnecting immediately invalidates the Intuit tokens we hold. See the Privacy Policy for details on handling and deletion.

5. Acceptable use

Do not attempt to disrupt, reverse engineer, or gain unauthorized access to the Service, upload unlawful content, or use the Service to violate the rights of others or the terms of any connected third-party service, including Intuit's.

6. Not accounting advice; no warranty

The Service presents figures derived from your accounting system. It is not accounting, tax, audit, or legal advice. Figures should be reconciled against QuickBooks Online before being relied upon for filings, board reporting, or any other official purpose. The Service is provided "as is" and "as available" without warranties of any kind, express or implied. To the maximum extent permitted by law, we are not liable for indirect, incidental, or consequential damages, or for decisions made on the basis of reports shown in the Service.

7. Demo environments

Where the Service is presented as a demonstration, it may be connected to an Intuit sandbox company and contain sample data. Demo data may be reset or removed without notice and should not be treated as a record of any real organization's finances.

8. Suspension and termination

Either party may end access at any time. We may suspend access for non-payment, misuse, or security reasons. On termination we will delete or return your stored data on request, as described in the Privacy Policy.

9. Changes

We may update these terms as the Service evolves. Material changes will be reflected in the "last updated" date above, and continued use after that date constitutes acceptance.

10. Contact

Questions about these terms: contact your dashboard administrator.