Terms of Use — IF Command Center
These terms govern your use of the IF Command Center, the software platform Insightful Financials uses to do your bookkeeping and reporting.
These terms form part of your engagement agreement with Insightful Financials. Where these terms and your signed engagement agreement differ, the engagement agreement controls.
What the platform does
We connect to the systems you have authorized — your QuickBooks Online company, and the bank and card accounts you select through our bank-data provider — and read from them, so that your books and reports can be prepared without anyone pulling the data by hand. What you authorized, and which accounts, is recorded in the Client Data Access Authorization you signed.
What the platform never does
Our platform never writes to your books and never moves money. It has read-only access and no ability to make a payment, schedule one, or release one.
Where we prepare payments or payroll for you, we do it inside your own payment or payroll system, through the accountant role you grant us, and you keep the approval that releases money unless your engagement agreement says otherwise in writing. Our platform is never part of that path.
No automated system and no artificial-intelligence tool initiates, approves, schedules or executes a payment or a change to your records.
Your systems stay yours
You are giving us access, not ownership. If our work together ends, you leave with exactly what you came in with: your books stay in your QuickBooks company, and your bank and card connections are yours to revoke at any time, from your own institution or by telling us.
Your data
What we collect, how long we keep it, and how to have it deleted is set out in our platform privacy notice, which forms part of these terms.
Who may use it
Access is limited to Insightful Financials personnel authorized to work on your engagement, and to anyone you have authorized in writing. The platform is not offered to the general public and is not available for sign-up.
Availability
We work to keep the platform available and accurate, but it depends on systems we do not control — including QuickBooks Online, your bank, and our infrastructure providers. The platform is provided as it is, without a warranty that it will be uninterrupted or error-free. Nothing here limits the professional obligations Insightful Financials owes you under your engagement agreement.
Ending access
You can disconnect at any time, from QuickBooks or from your bank, or by asking us. Disconnecting stops us reading new data immediately. What happens to data we already hold is set out in the platform privacy notice. We may end access if your engagement with us ends, or where your engagement agreement allows it.
Changes to these terms
If we change these terms, we will update this page and change the “Last updated” date. If a change materially affects your rights, we will tell you directly rather than relying on this page.