These terms govern your firm’s use of automate.business. By creating an account or connecting a ledger, you agree to them on behalf of your firm.
These terms form an agreement between automate.business Limited and the firm that creates an account. The person accepting confirms they are authorised to bind the firm and to act for the firm’s clients in connecting data.
automate.business prepares compliance work, starting with GST, and surfaces exceptions for human review. The product assists; it does not replace your professional judgment. You remain responsible for reviewing and approving every return before it is filed.
You are responsible for ensuring the people who approve returns are authorised to do so for the relevant client.
You agree not to misuse the service, attempt to circumvent the human-gated filing control, reverse-engineer the product, or use it to violate any law or third-party right. API and MCP access is subject to our developer terms and your autonomy settings.
Fees are charged per active client per month, as described on our pricing page. You are billed only for clients in a period you file. Fees are exclusive of GST. Plans may be changed or cancelled per the terms in your account.
Our handling of personal and financial information is described in our Privacy Policy. You retain ownership of your and your clients’ data; we process it to provide the service.
The service is provided on a professional-tools basis. We work hard on accuracy, but you are responsible for the returns you approve and file. To the extent permitted by law, our liability is limited as set out in your plan agreement. Nothing in these terms limits rights that cannot be excluded under New Zealand law.
Either party may end the agreement per your plan terms. On termination you may export your data, subject to legal retention requirements, after which we will delete it within a reasonable period.
These terms are governed by the laws of New Zealand, and the New Zealand courts have exclusive jurisdiction.