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Terms of Service

Effective date: August 5, 2026 · Last updated: September 27, 2026

These Terms of Service (“Terms”) govern access to and use of the AgentixAI Managed Back Office platform and the administrative and finance operations service it supports (together, the “Service”), provided by AgentixAI LLC, a Tennessee limited liability company (“AgentixAI,” “we,” “us”). By accessing or using the Service, you agree to these Terms on behalf of the business you represent (“Client,” “you”).

1. What the Service is

AgentixAI is a managed service: our staff and software work together to run administrative and finance operations — including email triage, customer onboarding, invoicing and collections support, bill and approval routing, and operational reporting — on your behalf, using systems you already run. Depending on what you enable, this may include forwarding your business correspondence to an intake address we operate, so that we can triage it and turn it into tracked work; what we then hold, and for how long, is described in our Privacy Policy.

The Service prepares work product and recommendations for your review. It does not replace a licensed bookkeeper, CPA, attorney, or financial advisor, and it is not a substitute for their judgment.

2. Human approval and no autonomous money movement

  • Nothing generated by the Service reaches a customer, vendor, or other outside party without an explicit, recorded approval — from an authorized person at your business, or from AgentixAI staff within the ceiling described below, which is zero by default. One exception, and only if you ask for it: a client may elect an “assisted” mode in which our stock payment-reminder templates send without a per-message approval. Nothing else is ever exempt, the exemption covers only those fixed templates, and you can return to reviewing every message at any time. Outbound delivery is live rather than pending: the Service sends through a real email provider, so what stands between a draft and a recipient is the approval above — not an absent capability. We describe it this way deliberately. Saying “we cannot send” would be a claim about our wiring that stops being true the day the wiring changes; the approval gate is the guarantee, and it does not expire.
  • The Service does not move money. It has no capability to initiate payments, transfers, or payroll tax filings. Where a provider offers a read-only permission we request the read-only one — our Square access is read-only in every scope we hold. QuickBooks Online publishes no read-only accounting scope, so that single grant is read-and-write, and the restriction to reading and drafting is enforced by our own code rather than by the grant. We state the difference rather than let the narrower claim stand for both.
  • Every automated action taken inside your account is logged — what happened, when, and under whose approval — and that log is append-only: the Service cannot edit or delete an entry, and a correction is recorded as a new entry. A message that cannot be attributed to any client is refused before it becomes anyone’s data, and so is not logged against an account; see the Privacy Policy.

AgentixAI personnel may review and correct drafts before they reach you. Our staff can approve an item on your behalf only up to a ceiling set for your account, and the system refuses their approval above it. That ceiling starts at zero — meaning by default every item, at any amount, goes to someone at your business — and it is raised only by agreement with you. We state the mechanism honestly: the ceiling is a setting on your account rather than a contractual lock, so it is our commitment to you and to the record, not something the software prevents us from changing. Ask us for your current ceiling at any time.

3. No tax, audit, legal, or investment advice

The Service does not provide tax advice, audit services, legal advice, investment advice, or attestation of any kind. Output from the Service is a package intended for review by your own bookkeeper, CPA, attorney, or advisor — never a replacement for one. You remain responsible for reviewing and approving all financial and administrative actions taken in your name.

4. Your responsibilities

  • Provide accurate information and maintain the accuracy of the systems (for example accounting software or email) the Service connects to.
  • Designate authorized personnel to review and approve actions the Service prepares, and keep that list current.
  • Use the Service only for lawful business purposes and only for your own business or businesses you are authorized to represent.
  • Keep your account credentials, and any connected third-party account, secure.
  • If you forward mail to an intake address we provide, keep that address confidential, forward only correspondence relating to the business you are authorized to represent, and tell us if you believe the address has been circulated so we can issue a new one. We do not authenticate the sender of a forwarded message, so treat the address as you would any other business email address. You remain responsible for confirming that forwarding correspondence to us is consistent with any confidentiality obligation you owe the people who wrote to you.

5. Connected accounts

Where you connect a third-party system (Square today; QuickBooks Online once our Intuit production approval completes; others as we add them) to the Service, you authorize AgentixAI to access it solely to perform the workflows you have enabled, as described in our Privacy Policy.

You may end our access at any time, by either of two routes. Ask us — by email or through your operator — and we destroy the stored credential and ask the provider to revoke the grant; if the provider cannot be reached we destroy the credential anyway and record that the revocation did not complete. Or revoke from inside the provider’s own dashboard, which stops them honoring our access at their end immediately; tell us as well if you want our stored credential destroyed at the same moment, because a revocation performed there is a signal we cannot authenticate, so we record it and act on it deliberately rather than treating an unverified message as an instruction. The disconnect control inside the AgentixAI dashboard is limited to AgentixAI staff, so it is not a step you can take there yourself. This is a real limit on what you can do yourself in the product, and we would rather name it than describe a control you do not have. The reason is that a disconnect made by accident silently breaks the reporting and data pulls your service depends on. The two routes above are how you exercise the same right, and we honor them on request.

6. Fees and billing

Fees for the Service are set out in your separate service agreement or order form with AgentixAI, which controls over these Terms on billing matters. These Terms govern use of the platform itself.

7. Confidentiality

Each party will protect the other’s confidential information with the same care it uses for its own confidential information, and will use it only to perform under these Terms.

8. Disclaimers

The Service is provided “as is.” To the fullest extent permitted by law, AgentixAI disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or that drafts and classifications the Service produces will always be accurate — which is why nothing AgentixAI initiates to a customer of yours is sent without human approval. For clients we have enabled, a model classifies forwarded mail, reads documents and your text messages to us, and writes part of some replies we text to you; those replies are checked automatically for any figure, date, link or phone number not found in your records or your own message, and a person at AgentixAI is told about every answer a model writes to your questions. See our Privacy Policy, section 3, for the detail, and we will tell you which applies to your account. Enabling a model for your account is a deliberate, visible step, never a default.

9. Limitation of liability

To the fullest extent permitted by law, AgentixAI will not be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits or lost data, arising from use of the Service. Our total liability for any claim arising from these Terms or the Service will not exceed the fees you paid us in the three months preceding the claim.

10. Term and termination

These Terms apply for as long as you use the Service. Either party may terminate the underlying service agreement as set out in that agreement. On termination, we stop accessing your systems and destroy our stored access tokens. Turn off any forwarding rule you set up at the same time: closing an intake address is a step we take by hand, so mail forwarded after termination can still arrive until we do. We will handle your data as described in our Privacy Policy, including making it available for export before deletion. Audit and approval records are retained for 7 years as described there.

11. Changes to these Terms

We may update these Terms from time to time. We will post the revised Terms here and update the “last updated” date. For material changes, we will notify clients directly before the change takes effect.

12. Governing law

These Terms are governed by the laws of the State of Tennessee, without regard to its conflict-of-laws principles.

13. Contact

AgentixAI LLC · 1617 Adams St, Chattanooga, TN 37408 · info@agentixai.ai · (423) 218-2244

This document is provided for transparency and platform-review purposes and is not a substitute for legal advice specific to your business.

Prepares work for a human bookkeeper or CPA. Does not provide tax, audit, legal or investment advice, and never moves money.

Privacy PolicyTerms of Service

Terms of Service — AgentixAI Managed Back Office