Last Updated: 10/24/2026
These Terms of Service (“Terms”) govern your access to and use of Octabiz services, provided by Octasys LLC, a Kentucky limited liability company located in Louisville, Kentucky, USA (“Octabiz”, “we”, “us”, or “our”).
By accessing or using Octabiz (including octabiz.ai and related applications), you agree to be bound by these Terms.
Condition of use: while you use Octabiz, and for 10 years after you stop, you may not build, sell, or help build software that competes with Octabiz, or copy our features, workflows, or other methods. If you do, you pay our loss, the profit made from it, and our legal costs. Read section 8
You must be at least 18 years old to use Octabiz. You may use Octabiz as an individual or on behalf of a business entity.
You are responsible for:
You may create and manage multiple users under your account.
Octabiz is a cloud-based ERP platform offering modules including:
We may modify or discontinue features at any time.
You retain ownership of your data.
You are solely responsible for:
No Financial Responsibility
Octabiz does not guarantee accuracy of outputs.
We are not responsible for:
We process data in accordance with our Privacy Policy.
You agree that:
You confirm you have legal rights to process all uploaded data.
AI features are assistive only.
You must verify all AI-generated results before use.
Free Access
Accounting module is free for one user.
Refunds
You may not:
This section is a condition of using Octabiz. You accept it when you create an account, when you tick the box that asks you to accept these Terms, and each time you keep using Octabiz. If you do not accept it, do not use Octabiz.
8.1 Who this section binds
If you use Octabiz for a business, this section binds that business, its owners, and every company that controls it, that it controls, or that is under common control with it. In this section, “you” means all of them. If you use Octabiz as an individual, it binds you personally. Staff who use Octabiz only to do their job for you are bound by sections 8.3 and 8.4, not by section 8.2.
8.2 No competing for 10 years
While you use Octabiz, and for 10 years after you stop, you will not, directly or through anyone else:
The 10 years start on the day your last Octabiz account closes. This applies in every country where Octabiz is offered. Holding less than 2% of the shares of a publicly traded company is not a breach.
8.3 Our methods stay ours
Using Octabiz shows you how we work: our features, screens, workflows, business rules, data structures, pricing, documentation, AI prompts, the way our system produces its results, and anything else about Octabiz that is not public. This section calls all of that “our methods”. You will not:
This applies while you use Octabiz and for 10 years after you stop. For anything that is a trade secret, it applies for as long as it stays a trade secret.
8.4 Keeping our methods confidential
Share our methods only with people who need them to use Octabiz for your business and who are bound to keep them confidential. You are responsible if any of them breaks this section.
8.5 If you break this section
These remedies add to each other and to any other right we have under the law. Section 15 (Limitation of Liability) limits our liability to you, not what you owe us under this section.
8.6 If a court limits this section
We need this section to protect our methods, our confidential information, and what we have invested in building Octabiz. If a court or arbitrator decides that any part of it is too broad, lasts too long, or covers too large an area, they should enforce it as far as the law allows, for example by shortening the period, and the rest of this section stays in force.
8.7 This section continues after you leave
This section keeps applying after your account closes or your subscription ends, and after these Terms end for any reason.
We provide:
You are responsible for securing your account.
After cancellation:
You must export your data beforehand.
We integrate with services such as:
We are not responsible for their performance or policies.
User-created templates remain private.
No uptime guarantee under standard plans.
SLA is only provided under separate enterprise agreements.
Accounts may be terminated if:
To the maximum extent permitted by law:
Octabiz shall not be liable for:
Total liability is limited to the amount paid by you in the past 12 months.
You agree to indemnify and hold harmless Octabiz, its officers, employees, and affiliates from any claims, damages, or liabilities arising from:
We implement reasonable security measures to protect data.
However:
In the event of a breach:
You may not use Octabiz if you are:
You agree to comply with all applicable export control and sanctions laws.
These Terms are governed by the laws of:
United States, State of Kentucky
Any dispute arising from these Terms shall be resolved through:
You waive the right to:
Exception for section 8 and intellectual property. We may bring claims under section 8 (Non-Competition and Protection of Our Methods), and claims about our intellectual property, in the state or federal courts located in Kentucky or in any other court that has jurisdiction over you. That includes asking a court to order you to stop a breach. You agree to the jurisdiction of the Kentucky courts for these claims.
We may update these Terms at any time.
Continued use means acceptance of updated Terms.
Program description. “Octabiz SMS Notifications” is offered to customers and users who provide their mobile number and opt in to receive text messages from Octabiz.
Message types. Once opted in, you may receive:
Message frequency. Message frequency varies based on your activity and the events you subscribe to.
Charges. Message and data rates may apply. Check with your mobile carrier for details.
Opt-out. You can cancel SMS messages at any time by replying STOP to any message we send. After you send STOP, we will send a final confirmation message and will not send additional SMS messages unless you opt in again.
Help. Reply HELP for assistance, or contact us at support@octabiz.ai.
Provider disclosure. SMS messages are delivered through third-party providers (including Twilio and ClickSend) and mobile carriers. Carriers are not liable for delayed or undelivered messages.
Consent is not a condition of purchase. Your consent to receive SMS messages is not required as a condition of purchasing or using Octabiz services.
Transactional vs. marketing SMS. We operate two distinct SMS programs with separate consent:
Each consent is optional, unchecked by default, and managed independently in your notification settings. Opting in (or out) of one program does not change the other. Reply STOP to cancel the program that sent the message; HELP and opt-out instructions are honored separately for each program.
Supported carriers. Available on major U.S. carriers. Carriers are not liable for delayed or undelivered messages.
See our Privacy Policy for details on how we collect, use, and share phone numbers and SMS data.
When you connect a Google account to Octabiz, our use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
We request Google OAuth scopes only for features you explicitly enable (for example, Google Calendar sync, Drive/Sheets import, or sending email via Gmail). We do not use Google user data to serve ads, we do not sell it, we do not use it to train generalized AI or machine-learning models, and we do not allow humans to read it except as described in our Privacy Policy.
You can revoke Octabiz’s access at any time from your Octabiz integration settings or from your Google Account permissions page.
Full disclosure and the exact list of scopes we may request are available on our Limited Use Disclosure page.
