Terms of service

Last updated 10 Nov 2026

1. The service

CashPilot provides accounts-receivable collections software: invoice tracking, payment prediction, automated reminders, a customer portal, analytics and an API ("the Service"). The Service is provided to the organisation that creates the workspace ("Customer") under these terms.

2. Accounts and security

Customer is responsible for the users it invites, for keeping credentials confidential, and for the accuracy of the data it imports. CashPilot enforces role-based access, audit logging and transport encryption; Customer must notify us promptly of any suspected unauthorised access.

3. Customer data

Customer retains all rights to its data. CashPilot processes it only to provide the Service and never sells it. Administrators can export all data at any time and request deletion at the end of the subscription.

4. Communications

Reminders and statements are sent on Customer's behalf, from Customer's configured sending identity, according to sequences Customer controls. Customer is responsible for the lawfulness of its collections communications in its jurisdiction.

5. Predictions

Payment predictions and forecasts are statistical estimates derived from Customer's own history. They inform prioritisation and planning and do not constitute financial, credit or legal advice.

6. Fees and term

Plans are billed monthly or annually in advance, as shown on the pricing page at the time of purchase. Trials convert only when Customer chooses a plan. Either party may terminate at the end of a billing period; data remains exportable for 30 days after termination.

7. Availability and support

We target 99.9% monthly availability excluding announced maintenance, and respond to support requests within one business day (Starter), four business hours (Growth) or as agreed (Enterprise).

8. Liability

The Service is provided as described. To the extent permitted by law, aggregate liability is limited to the fees paid in the twelve months preceding the claim. Nothing limits liability for wilful misconduct.

9. Changes

We may update these terms with 30 days' notice by email to workspace owners. Continued use after the effective date constitutes acceptance.