Terms of Use

These Terms of Use (“Terms”) are a legal agreement between you and Berryhill Consulting LLC(“Rekonix,” “we,” “us,” or “our”) governing the Rekonixcloud accounting platform, optional modules, APIs, customer-facing portals, and rekonix.com(collectively, the “Service”). By creating an account, accepting an order, switching on a paid feature, or using the Service, you agree to these Terms.

1. Eligibility, authority, and accounts

• You must be at least 18 and able to form a binding contract.
• If you use the Service for an organization, you represent that you can bind it to these Terms.
• You are responsible for credentials, authorized users, roles, approvals, and activity under your account. Notify us promptly of suspected unauthorized use.
• An organization owner or designated payer may administer access and billing for the organization and, where expressly configured, linked entities or client books.

2. The Service and modules

Rekonix provides a double-entry general ledger and optional modules for workflows such as bank feeds, invoicing, payments, bill pay, imports, reporting, firm collaboration, industry accounting, and other functions shown in the Service. A module is available only when displayed as available and any stated dependency, vendor, licensing, compliance, or operational gate has been completed. Documentation or a roadmap describing planned functionality is not a promise that it is available.

3. Subscriptions, trials, usage charges, and billing

• The general-ledger core is offered at no charge. Paid modules, Firm Plans, provider quantities, and other paid features are charged at the price and billing interval shown before purchase.
• Monthly and annual subscriptions renew automatically until canceled. A trial converts to a paid subscription only when that conversion, date, price, and renewal interval are presented before enrollment.
• By purchasing, the designated payer authorizes Rekonix and Stripe to charge the selected payment method for recurring fees, applicable taxes, and clearly disclosed usage-based or pass-through charges.
• Usage charges may include items such as mailed documents, payment rails, data connections, eligibility checks, licensed data, or other vendor costs identified before use. Usage incurred before cancellation may be billed afterward.
• You may switch off a module or cancel a plan through the Service where that control is available, or by contacting support@rekonix.com. The Service shows the effective date and any proration or credit.
• Except where required by law or expressly stated at purchase, fees are non-refundable. Pricing changes apply prospectively after notice and do not alter a completed paid period.
• Failed, disputed, or reversed payments may result in retry, suspension of paid functionality, or cancellation. We will not intentionally prevent access to data solely to pressure payment, but some connected or vendor-funded functions may stop.

4. Customer responsibilities and third-party data

You are responsible for the accuracy, quality, legality, and source of data submitted to the Service. You represent that you have provided required notices and obtained the rights, permissions, and consents needed to process information about customers, vendors, workers, clients, donors, owners, tenants, patients, guarantors, providers, and other people. You are responsible for configuring roles and for reviewing actions taken by your users, accountants, bookkeepers, firms, and integrations.

5. Your Data, privacy, and deidentified information

• You own Your Data. As between you and us, you retain rights in the records and content you or your authorized users submit (“Your Data”).
• You authorize us to host, copy, process, transmit, and display Your Data only as needed to provide, secure, maintain, and support the Service; comply with law; follow your instructions; and as described in the Privacy Policy and Data Processing Addendum.
• We may create aggregated or deidentified information to operate, secure, measure, and improve the Service, provided we do not attempt to reidentify it or disclose it in a form reasonably capable of identifying you or another person.
• We do not sell Your Data, use it for cross-context behavioral advertising, or use it to train general-purpose AI models.

6. Connected services and imports

If you connect a bank, payment processor, accounting system, mailbox, commerce platform, or other service, you authorize Rekonix and the selected provider to exchange the data necessary to perform the requested function. You represent that you may connect the account. Provider terms and privacy notices also apply. Connections can be unavailable, delayed, incomplete, or inaccurate. You must review imported data and may need to disconnect or revoke access through both Rekonix and the provider.

For Plaid-powered connections, Plaid’s End User Privacy Policy also applies. For Intuit, Stripe, and other customer-directed connections, the provider’s displayed authorization terms also apply.

7. Payments, bank data, and financial-services role

You authorize each payment, refund, transfer, or filing initiated through your account and are responsible for recipients, funding availability, approvals, sanctions screening required of you, and compliance with payment-network and financial-institution rules. Settlement timing and reversals remain subject to the provider.

8. Client Funds and custodial accounting

Client Funds is accounting and control software for records maintained in accounts you control. Rekonix is not the trustee, fiduciary, custodian, escrow holder, or owner of those funds and does not provide a legal opinion that your practices satisfy trust-account, IOLTA, escrow, unclaimed-property, or professional rules. You remain responsible for account titling, required reconciliations, disbursement authority, retention, interest disposition, and jurisdiction-specific obligations.

9. Healthcare services and protected health information

You may not submit real protected health information (“PHI”) unless Rekonix has notified you that Healthcare Billing is approved for live use and a Business Associate Agreement (“BAA”) between the parties is effective. Once effective, the Healthcare Services Addendum and the executed BAA govern Healthcare Billing and control over these Terms for PHI. Healthcare customers remain responsible for their covered-entity obligations, patient notices, coding, medical necessity, claim accuracy, authorizations, retention, and compliance. Rekonix is not an EHR, clinical decision tool, healthcare provider, payer, or clearinghouse.

10. AI-assisted and automated features

Some optional features may use automated or AI-assisted extraction, classification, matching, drafting, or suggestions. When enabled, the connection screen will identify the type of processing. Outputs may be incomplete or wrong and are not authoritative. You must review them before posting entries, paying funds, submitting claims, filing returns, sending communications, or making business decisions. We do not permit our AI providers to train general-purpose models on Your Data unless you separately and expressly opt in.

11. Accounting, tax, and professional responsibility

12. Acceptable use

You must not:

• Use the Service unlawfully, fraudulently, to facilitate prohibited payments, or to violate another person’s rights.
• Access another customer’s data; bypass tenant, role, entitlement, rate, or security controls; or test security without written authorization.
• Upload malware, unlawfully obtained data, unlicensed content, or data you are not permitted to process.
• Interfere with the Service, overload an API, scrape it, or reverse engineer it except to the limited extent applicable law cannot prohibit.
• Resell or provide the Service as your own service except under an authorized Firm Plan, API arrangement, or written agreement.

13. Intellectual property, feedback, and customer marks

The Service, excluding Your Data, is owned by Berryhill Consulting LLC and its licensors. We grant you a limited, non-exclusive, non-transferable, revocable right to use it under these Terms. If you provide feedback, you grant us a perpetual, worldwide, royalty-free right to use it without identifying you. A white-label or customer-facing feature authorizes us to display the names, logos, colors, and content you configure solely to provide that feature; you represent that you may provide them.

14. Security and confidentiality

We use administrative and technical safeguards described in the Privacy Policy and DPA. You must use reasonable security, assign least-privilege roles, promptly remove former users, protect API and portal tokens, and notify us of incidents affecting the Service. Each party will protect the other party’s nonpublic confidential information using reasonable care and use it only for the relationship, except when disclosure is authorized or legally required.

15. Service changes, availability, and beta features

We may improve, replace, or discontinue functionality. We will give reasonable notice when a material change adversely affects paid functionality, unless urgent security, legal, or provider action prevents it. Preview, beta, mock, test-mode, and gated features are provided for evaluation, may contain synthetic data only, and may change or be withdrawn. We do not promise uninterrupted or error-free operation.

16. Suspension

We may suspend affected access when reasonably necessary to address a security threat, unlawful use, material breach, payment failure, provider requirement, or legal order. When practicable, we will limit the suspension, notify an owner, and provide an opportunity to cure. Accounting immutability and safety controls may continue after a module is disabled.

17. Termination, export, and deletion

You may stop using the Service and request account closure through the Service where available or at support@rekonix.com. Before closure, export records you must retain. We will provide a reasonable opportunity to export available data unless prohibited by law or needed to prevent harm. After verified closure, we will delete or deidentify data under the Privacy Policy, DPA, applicable BAA, and backup lifecycle, except records retained for legal, tax, accounting, fraud-prevention, dispute, or security purposes. Termination does not erase amounts already due or provisions intended to survive.

18. Disclaimer of warranties

To the maximum extent permitted by law, the Service is provided “as is” and “as available,” without express, implied, or statutory warranties, including merchantability, fitness for a particular purpose, title, non-infringement, accuracy, security, or availability. Some jurisdictions do not allow certain exclusions, so they may not apply to you.

19. Limitation of liability

To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or lost profits, revenue, goodwill, or data. Rekonix’s total aggregate liability arising from the Service will not exceed the greater of the amount you paid us in the 12 months before the event giving rise to liability or $100. This limitation does not apply where it is prohibited by law or to obligations expressly made non-limitable in an executed BAA or other signed agreement.

20. Indemnification

You will defend and indemnify Berryhill Consulting LLC and its personnel against third-party claims arising from Your Data, your unlawful or unauthorized use, your customer-facing communications or transactions, or your breach of these Terms, except to the extent caused by our breach or misconduct. We will promptly notify you and permit you to control the defense, subject to our right to participate and approve settlements imposing obligations on us.

21. Changes to these Terms

We may update these Terms. We will change the date above and give additional notice of material changes where appropriate. Changes apply prospectively. If you do not agree, you must stop using the affected Service and cancel paid features before the new terms take effect.

22. Governing law and disputes

These Terms are governed by the laws of Oklahoma, without regard to conflict-of-laws rules. State and federal courts located in Oklahoma have exclusive jurisdiction, and each party consents to personal jurisdiction and venue there, except where applicable law requires otherwise.

23. General

These Terms, the Privacy Policy, DPA, applicable order, and any effective module addendum or BAA are the agreement for the Service. An executed BAA controls for PHI; an order controls pricing and commercial terms; the DPA controls personal-data processing; otherwise these Terms control. If a provision is unenforceable, the remainder survives. Failure to enforce is not a waiver. You may not assign the agreement without our consent; we may assign it with a merger, reorganization, financing, or sale of relevant assets. Neither party is liable for delay caused by events beyond reasonable control, except payment obligations.

24. Contact

Questions about these Terms may be sent to support@rekonix.com.