Terms of Service

Last updated: [set date before launch]

1. Agreement

These terms are an agreement between [Legal entity name] (ABN [ABN]), trading as AutoRemit (“we”, “us”), and the business that creates an account (“you”). By creating an account you accept these terms.

2. The service

AutoRemit receives remittance advice documents (by email forwarding or upload), extracts payment details using automated reading, matches them against outstanding invoices in your connected Xero organisation, and, subject to your confidence threshold and the product’s guardrails, records payments, marks invoices as paid and attaches documents in Xero.

• AutoRemit does not create invoices in Xero. It reconciles against invoices that already exist.
• Matches below your confidence threshold, and remittances caught by the guardrails (duplicates, unmatured or invalid payment dates, unknown invoice references), are not posted automatically. They are queued for your review.
• You can override holds; overrides are recorded in the activity feed.

3. Your responsibilities

• You are responsible for reviewing the accuracy of your accounting records, including entries recorded by AutoRemit. The service assists reconciliation; it does not replace your judgement or your obligations to keep accurate records.
• You must have the right to process the documents you send to AutoRemit, including any third-party information they contain.
• You are responsible for maintaining the security of your account credentials and your Xero connection.
• You must not use the service unlawfully, attempt to access other customers’ data, or interfere with the operation of the service.

4. Xero connection

The Xero connection is authorised by you through Xero’s standard authorisation flow and may be revoked by you at any time from AutoRemit or Xero. Xero is a trademark of Xero Limited; AutoRemit is an independent product and is not endorsed by or affiliated with Xero.

5. Fees

[Pricing model, billing frequency, GST treatment, trial terms, refund position, and what happens on non-payment.]

6. Data and privacy

Our handling of personal information is described in the Privacy Policy. On account closure, your data is handled as described there, including [export options, e.g. bulk download of stored remittance documents].

7. Availability and changes

We aim to keep the service available at all times but do not guarantee uninterrupted operation. [State any service-level commitment, maintenance windows, and how material changes to the service are notified.]

8. Liability

[Liability clause, must be drafted by a lawyer. Note: consumer guarantees under the Australian Consumer Law cannot be excluded; the clause should be framed around what cannot be excluded, a liability cap, and exclusion of consequential loss to the extent permitted.]

9. Termination

You may close your account at any time. We may suspend or terminate accounts that breach these terms, with notice where reasonable. Sections that by their nature survive termination (including fees owed, liability and data provisions) survive.

10. Governing law

These terms are governed by the laws of [State/Territory], Australia, and the parties submit to the non-exclusive jurisdiction of its courts.

11. Contact

[Contact email] · [postal address]