Terms for the Plug Figures Service

Part 1 — End-User License Agreement

This End-User License Agreement (“Agreement”) is between Plug Figures (“Plug Figures”, “we”, “us”) and the accounting or advisory firm that signs up for or uses the Plug Figures service (“Firm”, “you”). By connecting a QuickBooks company file, creating an account, or otherwise using the service, you agree to this Agreement. If you accept on behalf of a firm, you confirm you have authority to bind it.

1. The service

Plug Figures lets a Firm connect its clients’ QuickBooks data, keeps that data current, and lets the Firm compose personalized dashboards and one-sheet reports for each client (metrics, breakdowns and commentary) and deliver them on a schedule — weekly, every pay period, monthly or live — under the Firm’s own name (the “Service”). We may improve, change or retire features over time.

2. License

Subject to this Agreement, we grant you a limited, non-exclusive, non-transferable, revocable right to access and use the Service for your firm’s internal business and to deliver reports to your clients. You may not: resell or sublicense the Service except as reports delivered to your own clients; copy, reverse engineer or attempt to extract the source code of the Service; use it to build a competing product; interfere with its security or operation; or use it in violation of law.

3. Your QuickBooks connection and authority

• You connect a QuickBooks company file through Intuit’s authorization flow. You confirm that you are an authorized user of that file and that you have the permission of the file’s owner (your client) to connect it and to process its data through the Service.
• You are responsible for keeping that permission in place — for example, in your engagement letter with the client — and for removing the connection if it ends.
• You may disconnect a company file at any time from within QuickBooks (Intuit’s connected apps settings) or by contacting us. Disconnecting stops further data syncs.
• QuickBooks and Intuit are trademarks of Intuit Inc. Plug Figures is not affiliated with or endorsed by Intuit. Your use of QuickBooks is governed by your agreement with Intuit.

4. Your data and reports

As between you and us, you (and your clients, as applicable) own the QuickBooks data you connect and the reports and commentary you create (“Your Data”). You grant us a limited license to host, process, transform and display Your Data solely to provide the Service to you, to keep it secure and working, and as required by law. We do not claim ownership of Your Data. We own the Service, including its software, design, and our name and logo.

5. Accounts and acceptable use

• Keep your credentials confidential and tell us promptly about any unauthorized access. You are responsible for activity under your account and for the people you invite to it.
• Do not upload malicious code, attempt to access data you are not authorized to see, or use the Service to send unlawful or deceptive content.
• You are responsible for the reports you send to clients, including their accuracy, the commentary you add, and any professional obligations you owe them.

6. Not professional advice

The Service presents information drawn from QuickBooks. The output depends on the quality and completeness of the underlying books. Plug Figures does not provide accounting, tax, audit or legal advice, and does not verify Your Data. You remain responsible for your professional judgment and for reviewing reports before relying on or delivering them.

7. Fees

Fees, if any, are as agreed with you in an order form, proposal or pricing page. Unless otherwise agreed, fees are billed in advance, are non-refundable, and exclude taxes. During any pilot or demo period the Service is provided as-is and may be limited.

8. Term and termination

This Agreement lasts while you use the Service. You may stop at any time. We may suspend or terminate access if you breach this Agreement, if required by law, or if needed to protect the Service or other users. On termination we will stop syncing your connected files and handle Your Data as described in Part 2. Sections that by their nature should survive (ownership, disclaimers, liability limits, and governing law) will survive.

9. Disclaimers

The Service is provided “as is” and “as available”. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, accuracy, and non-infringement. We do not warrant that the Service will be uninterrupted or error-free, or that data from QuickBooks will always be available — the Service depends on Intuit’s systems, which we do not control.

10. Limitation of liability

To the fullest extent permitted by law, Plug Figures will not be liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue, or data, arising out of or relating to the Service. Our total liability for any claim relating to the Service is limited to the fees you paid us for the Service in the twelve months before the event giving rise to the claim (or, if you paid no fees, one hundred U.S. dollars). Some jurisdictions do not allow certain limits, so parts of this section may not apply to you.

11. Indemnity

You will defend and indemnify Plug Figures against third-party claims arising from your breach of this Agreement, your connecting data you were not authorized to connect, or the reports and commentary you deliver to your clients, except to the extent caused by our breach.

12. Changes to this Agreement

We may update this Agreement. We will post the new version here and update the “Last updated” date above; if a change is material we will make reasonable efforts to notify you. Continuing to use the Service after a change means you accept it.

13. Governing law and general terms

This Agreement is governed by the laws of the jurisdiction in which Plug Figures is organized, without regard to conflict-of-law rules, and disputes will be brought in the courts located there. If a provision is unenforceable, the rest remains in effect. You may not assign this Agreement without our consent. This Agreement is the entire agreement between us about the Service unless you have signed a separate written agreement with us, which will take priority.

Part 2 — Service Privacy Policy

This Service Privacy Policy explains how Plug Figures handles information in the Plug Figures service, including data we receive from QuickBooks. It does not cover this website; see the website Privacy Policy for that.

Who is who

Your firm is the customer and, together with your client, controls the QuickBooks data that is connected. Plug Figures processes that data on your firm’s behalf and on its instructions to provide the Service. Where we handle information about the people at your firm (account and contact details), we act as the responsible party for that information.

Information we handle

• QuickBooks data. When a company file is connected, we receive the data needed to build reports — such as the chart of accounts, transactions, invoices, bills, customers and vendors, balances and the reports derived from them — within the permissions (“scopes”) approved during connection. This can include names and business details of your clients’ customers and vendors. We request only the access the Service needs.
• Connection credentials. Authorization tokens issued by Intuit so we can keep data current. We store them securely and never see your QuickBooks password.
• Account and firm information. Names, work email addresses, roles, firm name, report recipients and delivery preferences.
• Reports and commentary. Dashboards, one-sheets and notes your firm creates, and records of when they were delivered.
• Usage and technical information. Log-in activity, device and browser details, and security and error logs.

How we use it

• To connect to QuickBooks, keep data current, and generate and deliver your reports under your firm’s name
• To operate, secure, support and improve the Service, and to diagnose problems
• To communicate with you about your account, the Service and changes to these terms
• To comply with law and enforce our agreements

We do not use QuickBooks data to train machine-learning models for other customers, and we do not combine one firm’s data with another’s. If we ever add features that analyze data in aggregate, we will update this policy first and, where required, ask for your consent.

Who we share it with

We share information only as needed to run the Service:

• Your firm and the recipients you choose. Reports go to the people your firm sets as recipients.
• Intuit, to authenticate and retrieve QuickBooks data under your authorization.
• Service providers who help us host the Service, deliver email, and monitor performance and security. They may process data only on our instructions and under confidentiality and security obligations.
• Legal and safety. Where required by law or to protect rights, safety or the security of the Service.
• Business transfers. If Plug Figures is part of a merger, acquisition or asset sale, data may transfer to the successor, which must honor this policy.

Security

We use administrative, technical and physical safeguards intended to protect data, including encryption in transit, encrypted storage of connection credentials, access limited to people who need it, and logging of access. No system is perfectly secure. If we learn of a breach affecting your data we will notify your firm without undue delay and as required by law.

Retention, disconnecting and deletion

• We keep QuickBooks data and reports while your firm’s account and the connection are active.
• If a connection is disconnected, we stop syncing it. Disconnect from QuickBooks’ connected apps settings, or ask us to do so through the Contact form.
• After a connection ends or your account is closed, we delete or de-identify the related QuickBooks data within a reasonable period (normally within 30 days), except where we must keep it by law or for security and backup purposes, in which case backups are deleted on their normal cycle.
• You can ask us at any time to delete a client’s data or your account.

Your choices and rights

Your firm can review, correct, export or delete data in the Service, or ask us to. If you are a client of a firm that uses Plug Figures, please contact your firm first about your data; we will help the firm respond. Depending on where you live, you may have additional rights, such as access, correction, deletion or objection. To make a request, use the Contact form and choose “privacy”.

International use

The Service is operated from the United States, and data may be processed there. If you use the Service from elsewhere, you understand your information will be transferred to and processed in the United States. The Service is intended for business use and is not directed to children.

Changes to this policy

We may update this policy. We will post the new version on this page and update the “Last updated” date above, and notify your firm of material changes.

Contact us

Questions about these terms or about privacy? Reach us through the Contact form.