Runbook
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Terms of Service

Last Updated: March 2026

1. Acceptance of Terms

By accessing or using Runbook ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, do not use the Service.

2. Description of Service

Runbook provides financial analysis and accounting workflow tools, including:

  • General ledger variance analysis with AI-powered explanations
  • Amortization schedule management
  • Integration with third-party accounting systems
  • Data import and analysis capabilities

3. Account Registration and Security

3.1 Account Creation

You must provide accurate, current, and complete information during registration. You are responsible for maintaining the confidentiality of your account credentials.

3.2 Organization Accounts

The Service operates on a multi-tenant, organization-based model. Each user belongs to one or more organizations. Access to data is controlled at the organization level.

3.3 Account Security

You are responsible for all activities that occur under your account. You must notify us immediately of any unauthorized use of your account. You are responsible for maintaining the security of your account, including using a strong, unique password and securing any devices used for multi-factor authentication.

3.4 Account Access for Support

In some cases, it is necessary for Runbook personnel to access your account in order to diagnose a problem. When you contact our support team it is implied that you are allowing Runbook personnel to access your account, if necessary, in order to be helpful. If you wish to receive assistance without granting permission to your account, please specify as much in your communication with our support team.

3.5 Security Incident Notification

In the event of a confirmed security incident involving unauthorized access to, or disclosure of, your data, Runbook will notify you within 72 hours of becoming aware of the incident. Notification will include a description of the nature of the incident, the data involved, and the steps being taken to address it.

4. Acceptable Use

4.1 Permitted Use

You may use the Service only for lawful purposes and in accordance with these Terms.

4.2 Prohibited Activities

You may not:

  • Use the Service for any illegal purpose or in violation of any laws
  • Upload malicious code, viruses, or harmful data
  • Attempt to gain unauthorized access to any part of the Service
  • Interfere with or disrupt the Service or servers
  • Use the Service to transmit spam or unsolicited communications
  • Reverse engineer, decompile, or disassemble any part of the Service
  • Use automated systems to access the Service without our prior written consent
  • Share your account credentials with others

5. Your Data

5.1 Ownership and License

You retain all ownership rights to the content and data you submit to the Service. By using the Service, you grant Runbook a non-exclusive, royalty-free license to use, copy, display, and modify your data solely as necessary to provide, maintain, and improve the Service. Runbook may also use your data in aggregated, de-identified form to analyze usage patterns and improve its products and services.

5.2 Your Responsibilities

You are solely responsible for:

  • The accuracy and legality of Your Data
  • Ensuring you have the right to upload and use Your Data
  • Compliance with applicable financial reporting and data protection regulations
  • Maintaining backup copies of Your Data

5.3 Data Deletion

Upon termination of your account, we will delete Your Data in accordance with our data retention policies, except where we are required by law to retain it.

6. Intellectual Property

6.1 Service Ownership

The Service, including its software, features, functionality, and user interface, is owned by us and protected by copyright, trademark, and other intellectual property laws.

6.2 Limited License

We grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your internal business purposes.

6.3 Feedback

If you provide us with feedback, suggestions, or ideas about the Service, we may use them without any obligation to you.

7. AI-Generated Content

7.1 Nature of AI Analysis

The Service uses artificial intelligence to generate variance explanations and analysis. AI-generated content is provided for informational purposes only and should not be considered as:

  • Professional accounting advice
  • Financial advice
  • A substitute for professional judgment
  • Guaranteed to be accurate or complete

7.2 Your Responsibility

You are responsible for reviewing and validating all AI-generated explanations and analysis. You should not rely solely on AI-generated content for financial decisions.

8. Third-Party Integrations

8.1 QuickBooks and Other Services

The Service may integrate with third-party services like QuickBooks Online. Your use of such integrations is subject to the third party's terms of service and privacy policies.

8.2 No Endorsement

We do not endorse or assume responsibility for third-party services, and we are not liable for any issues arising from your use of such services.

9. Payment Terms

9.1 Fees

You agree to pay all fees associated with your use of the Service according to the pricing plan you selected.

9.2 Billing

Fees are billed in advance on a recurring basis (monthly or annually). All fees are non-refundable except as required by law.

9.3 Price Changes

We may change our fees by providing at least 30 days' prior written notice (including by email or notification within the Service). The updated fees will take effect at the start of the next billing cycle following the notice period. If you do not agree to the updated fees, you may terminate your account before the new fees take effect. Continued use of the Service after the updated fees take effect constitutes acceptance of the new fees.

9.4 Late Payment

Failure to pay fees may result in suspension or termination of your access to the Service. Overdue payments shall accrue interest at the lesser of 2% per month or the maximum allowable interest under applicable law, and you shall pay Runbook's associated cost of collection including reasonable attorneys' fees.

9.5 Taxes

All fees are exclusive of all taxes, levies, or duties imposed by taxing authorities, and you will be responsible for payment of such taxes, levies, or duties, excluding only United States (federal or state) income taxes.

9.6 Financial Transaction Disclaimer

Runbook has no liability in connection with the processing of wire transfers, payments, or other financial transactions made, received, or attempted by users of the Service or the organizations / entities that those users represent.

10. Limitation of Liability

10.1 Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

10.2 Limitation of Damages

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR USE, WHETHER IN AN ACTION IN CONTRACT, TORT, OR OTHERWISE, ARISING FROM YOUR USE OF THE SERVICE.

10.3 Maximum Liability

OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM OR RELATED TO THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE THREE (3) MONTHS PRECEDING THE CLAIM.

10.4 Critical Use Disclaimer

THE SERVICE IS NOT DESIGNED OR INTENDED FOR USE IN SITUATIONS WHERE FAILURE COULD LEAD TO DEATH, PERSONAL INJURY, OR ENVIRONMENTAL DAMAGE. YOU ASSUME ALL RISK FOR SUCH USE.

11. Indemnification

You agree to indemnify, defend, and hold us harmless from any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising from:

  • Your use of the Service
  • Your violation of these Terms
  • Your violation of any rights of another party
  • Your Data or any content you submit

12. Service Availability

12.1 Uptime

We strive to maintain high availability but do not guarantee uninterrupted access to the Service.

12.2 Maintenance

We may perform scheduled or emergency maintenance that temporarily interrupts the Service. We will provide reasonable notice when possible.

12.3 No Liability for Downtime

We are not liable for any loss or damage resulting from Service unavailability, interruptions, or performance issues.

13. Termination

13.1 Termination by You

You may terminate your account at any time by contacting us or using account closure features in the Service.

13.2 Termination by Us

We may suspend or terminate your access to the Service at any time, with or without cause, with or without notice, including for:

  • Violation of these Terms
  • Non-payment of fees
  • Fraudulent or illegal activity
  • Extended periods of inactivity

13.3 Effect of Termination

Upon termination:

  • Your right to access the Service immediately ceases
  • You remain liable for all fees incurred prior to termination
  • Provisions that by their nature should survive (including limitations of liability, indemnification, and dispute resolution) will continue to apply

14. Modifications to Terms

We may modify these Terms at any time. We will provide notice of material changes by:

  • Posting updated Terms with a new "Last Updated" date
  • Sending email notification to your registered email address
  • Displaying a notice in the Service

Continued use of the Service after changes constitutes acceptance of the modified Terms.

15. Modifications to Service

We reserve the right to modify, suspend, or discontinue any part of the Service at any time without liability to you.

16. Dispute Resolution

16.1 Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions.

16.2 Informal Resolution

Before filing a claim, you agree to contact us to attempt to resolve the dispute informally.

16.3 Jurisdiction

Any legal action arising from these Terms must be filed in the courts located in the State of Delaware, and you consent to the exclusive jurisdiction of such courts.

16.4 Class Action Waiver

You agree to resolve disputes with us only on an individual basis, and you waive any right to participate in class action lawsuits or class-wide arbitration.

16.5 Statute of Limitations

Any claim or cause of action against Runbook arising out of or related to use of the Service must be filed within twelve (12) months after such claim or cause of action arose or be forever waived.

17. General Provisions

17.1 Entire Agreement

These Terms constitute the entire agreement between you and us regarding the Service.

17.2 Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions will remain in full effect.

17.3 Waiver

Our failure to enforce any right or provision of these Terms will not constitute a waiver of such right or provision.

17.4 Assignment

You may not assign or transfer these Terms or your account without our prior written consent. We may assign these Terms without restriction.

17.5 Force Majeure

We are not liable for any failure to perform our obligations due to causes beyond our reasonable control.

17.6 Export Compliance

You agree to comply with all applicable export and import laws and regulations.

17.7 Marketing Rights

Runbook may use the name and logos of your organization in its marketing materials or on its website for the sole purpose of marketing the Service. Use of your organization's name and logos is revocable at any time by you.

18. Contact Information

For questions about these Terms, please contact us at:

Email: sam@runbookhq.com Company: Runbook, LLC Jurisdiction: Delaware

By using Runbook, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.