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Using Ledgerly

Terms of Service

These terms set the practical rules for using Ledgerly’s accounting, invoicing, export, cloud, and Gmail delivery features.

Effective 19 July 2026Ledgerly

On this page

  1. Acceptance and authority
  2. The Ledgerly service
  3. Accounts and security
  4. Your data and responsibilities
  5. Google and Gmail
  6. Acceptable use
  7. Accounting responsibility
  8. Availability and changes
  9. Termination and deletion
  10. Warranties and liability
  11. General terms
  12. Contact

1. Acceptance and authority

By accessing or using Ledgerly, you agree to these Terms of Service and the Privacy Policy. If you use Ledgerly for an organization, you confirm that you are authorized to act for that organization and to manage the records and connected services you use. If you do not agree, do not use Ledgerly.

2. The Ledgerly service

Ledgerly is an accounting and billing workspace for small service businesses. Current features include local account-scoped ledger records, an optional tenant-scoped cloud workspace, contacts, invoices, supplier bills, payments, accounting reports, data exports, branded invoice documents, and optional invoice delivery through a connected Gmail account.

Some areas are deliberately local-first and are not automatically synchronized with the cloud workspace. Ledgerly does not currently provide automated bank feeds, payroll, tax filing, public payment collection, multi-currency accounting, or every feature of a full accounting platform.

3. Accounts and security

Access is limited to aloysius@talentintelligences.com through Google Workspace. You must keep that Google account and your devices secure and promptly report suspected unauthorized access. You are responsible for activity performed through the account. Do not share access in a way that defeats Ledgerly’s user or tenant controls.

We may require refreshed Google sessions or other reasonable checks before allowing access or acting on a sensitive request. Google Workspace sign-in authenticates the platform session but does not by itself connect Gmail for invoice delivery.

4. Your data and responsibilities

You retain responsibility for the business content you enter or upload. You grant Ledgerly permission to host, process, format, export, and transmit that content only as needed to operate the service and fulfill actions you request.

You are responsible for:

  • having a lawful basis to store customer, supplier, and recipient information;
  • keeping records accurate and reviewing documents before issue or delivery;
  • obtaining any consent required to send invoices or reminders;
  • maintaining your own appropriate records and backups, including exports; and
  • complying with accounting, tax, privacy, anti-spam, and consumer laws that apply to you.

5. Google and Gmail

Gmail delivery is optional and must be connected by the authorized work account. Ledgerly requests the Gmail send-only permission so it can send invoice and reminder messages, including invoice PDF attachments, from the selected Google account. It does not request permission to read or manage the mailbox.

You authorize Ledgerly to send messages you explicitly queue and reminders produced by schedules you enable. You must review recipient, template, and automation settings and use the feature only for lawful, expected business communications. Google may limit, suspend, or change its services, and Google’s own terms apply to your Google account and Gmail use.

You may disconnect Gmail in Ledgerly or revoke access through your Google Account. Disconnection prevents future use of the connection but cannot recall messages already delivered.

6. Acceptable use

You must not use Ledgerly to:

  • break the law, infringe rights, deceive recipients, or send spam;
  • send malware, phishing material, abusive content, or unauthorized bulk email;
  • access another person’s account, organization, or data without authorization;
  • bypass security, tenant isolation, usage controls, or provider restrictions;
  • probe, disrupt, overload, reverse engineer, or damage the service except where law expressly permits; or
  • misrepresent Ledgerly, Google, or another party as endorsing your business or communications.

We may block an action or suspend access where reasonably necessary to prevent harm, security incidents, unlawful use, or provider-policy violations.

7. Accounting responsibility

Ledgerly provides software tools, calculations, and reports; it does not provide accounting, tax, legal, financial, or audit advice. You must review totals, tax treatment, dates, balances, recipient details, and exported data before relying on them. Consult a qualified professional where appropriate.

You remain responsible for official books, filings, notices, invoice validity, record-retention duties, and decisions made from Ledgerly output. Delivery status shows what Ledgerly and Gmail report; it does not guarantee that a recipient read, accepted, or paid an invoice.

8. Availability and changes

Ledgerly may change, improve, limit, or discontinue features. The service depends on browser storage and third-party services including Supabase, Vercel, and Google; their outages, policy changes, quotas, or account restrictions may affect availability. Unless expressly agreed otherwise, Ledgerly does not promise uninterrupted service or a particular delivery time.

9. Termination and deletion

You may stop using Ledgerly at any time, export supported data, reset browser-local records, and disconnect Gmail. Account and cloud-data deletion can be requested at the contact address below. We may suspend or terminate access for material breach, security risk, unlawful use, or where required by a provider or law.

On termination, provisions that by their nature should continue—such as ownership, responsibility for prior communications, warranty disclaimers, and liability limits—remain effective. Some records may be retained where reasonably needed for security, disputes, audit history, or legal obligations, as described in the Privacy Policy.

10. Warranties and liability

To the fullest extent permitted by applicable law, Ledgerly is provided “as is” and “as available,” without implied warranties of merchantability, fitness for a particular purpose, non-infringement, or uninterrupted and error-free operation. Nothing in these terms excludes a warranty or right that cannot lawfully be excluded.

To the fullest extent permitted by law, Ledgerly and its operator will not be liable for indirect, incidental, special, consequential, or punitive loss, or for lost profits, revenue, data, goodwill, missed deadlines, tax outcomes, or failed delivery arising from the service. Any liability that cannot be excluded remains limited only to the extent the law allows.

11. General terms

These terms and the Privacy Policy form the agreement for Ledgerly’s current service unless a separate written agreement applies. If one provision is unenforceable, the remaining provisions continue. A failure to enforce a provision once is not a waiver. You may not assign your rights in a way that transfers an account or organization without authorization; Ledgerly may assign these terms as part of a legitimate service transfer, subject to applicable law and privacy obligations.

We may update these terms as the service changes. The effective date identifies the current version. Continued use after reasonable notice of a material update means you accept the updated terms, except where applicable law requires a different form of consent.

12. Contact

Questions about these terms, support, or account deletion can be sent to aloysius@talentintelligences.com. We encourage you to contact us first so we can try to resolve a concern directly.

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