BillEasy Terms and Conditions

1) Your Personal Information

We aim to be transparent about how we collect, use, and protect personal information. Please only provide personal information about others (such as your customers, employees, subcontractors, or vendors) if you have obtained permission or have lawful authority to do so.

You agree that BillEasy may collect, use, disclose, and maintain personal information in accordance with our Privacy Policy and any updates we publish, consistent with applicable law.

If the Platform allows you to input personal information about other individuals, you represent and warrant that you have complied with applicable privacy laws and have obtained any required consents or authority to allow BillEasy to collect and process that information to operate our business and provide the Platform.

No Sale of Personal Information. BillEasy does not sell personal information in the ordinary meaning of “sell.” Where “sale” is defined broadly under certain privacy laws, BillEasy’s sharing of information for the limited purposes of operating the Platform, providing Services, security, fraud prevention, analytics, and integrations is intended to be treated as a service-provider/processor arrangement where applicable.

2) Changes to These Terms and the Platform

We may modify this Agreement at any time. We may notify you by posting changes through the Platform, on our website, by email, or by other reasonable means.

It is important that you review this Agreement whenever we update it, because your continued use of the Platform indicates acceptance of the updated terms.

In some cases, you may be required to affirmatively accept changes to continue using the Platform. If you do not agree to the changes, you may stop using the Platform and/or terminate your account.

We may also update the Platform, including adding tools, utilities, improvements, or third-party applications. You agree to receive such updates. We may modify, suspend, or discontinue the Platform (in whole or part) at any time, and we will not be liable for any such modification, suspension, or discontinuance, except as required by law.

3) Your Rights to Use the Platform

Subject to this Agreement, BillEasy grants you a limited, revocable, non-exclusive, non-transferable license to access and use the Platform for your internal, lawful business purposes.

Unless expressly permitted in writing by BillEasy or in Section B, you may not use the Platform to provide services to third parties as a service bureau, resell access, or commercially exploit the Platform outside your business operations.

4) Beta Features

BillEasy may provide access to beta, trial, experimental, or pre-release features (“Beta Features”). Beta Features are provided as-is, may contain bugs or errors, and may be changed or discontinued at any time without notice.

5) Account; Accuracy; Security

You may need an account to use the Platform. You agree to provide accurate, current, and complete information to create and maintain your account (“Account Information”).

We may verify identity where needed for security, compliance, payments, fraud prevention, or legal requirements. You authorize us to collect or request verification information (for example, legal name, business details, address, or other information reasonably required for verification)

You are responsible for safeguarding your Account Information (including passwords and access credentials). Notify us immediately if you believe your account or device has been compromised.

We disclaim liability arising from your failure to maintain accurate Account Information or secure your credentials.

6) Payment & Cancellations

Some Services may be free; others require payment. If fees apply, you agree to pay all applicable fees and taxes.

6.1 Billing Currency

Fees may be billed in Canadian dollars (CAD) or U.S. dollars (USD) as disclosed at checkout or in your subscription details.

6.2 Trials

If you register for a trial, you may need to purchase a subscription before the trial ends to retain access to content you created or features you used during the trial.

6.3 Automatic Renewal

Subscriptions may renew automatically at the end of each subscription period unless cancelled.

If you cancel, cancellation takes effect at the end of the current subscription term (unless otherwise required by law). You may continue using the Service until the end of your paid term.

6.4 No Refunds

Unless required by law, BillEasy does not provide refunds or credits for cancellations or partial subscription periods.

6.5 Payment Method Updates

If your payment information is inaccurate, expired, or incomplete, we may suspend or terminate your access. Where supported by your card network or provider, we may use account updater services to obtain updated billing information, and you authorize us to continue charging the updated payment method.

6.6 Price Changes

We may change subscription prices with notice. Price changes take effect at the start of your next subscription period. If you do not agree, you may cancel before the new price takes effect.

7) Desktop and Mobile App Use

BillEasy may be available through desktop and/or mobile apps. You are responsible for:

• Any carrier charges, data fees, and device requirements; and
• Compliance with third-party app store terms (e.g., Apple App Store, Google Play).

Software is licensed, not sold, and is provided with a limited right to install and use the Software as permitted by this Agreement and your subscription.

You may make one backup copy of Software (where applicable) provided you keep all proprietary notices.

8) Advice; Professional Services; Third-Party Products

BillEasy is not a law firm, accounting firm, or tax advisor. The Platform may provide tools, templates, or informational guidance, but this is not professional advice.

You are responsible for consulting appropriate professionals (legal, accounting, tax, engineering, insurance, etc.) before making decisions.

The Platform may include integrations, links, or offers for third-party services or products. BillEasy does not warrant and is not responsible for third-party services, claims, or actions or inactions. Your use of third-party products is subject to their terms.

9) Content and Data

9.1 Your Content

You are responsible for everything you upload, submit, generate, store, or share through the Platform (“Content”), including invoices, estimates, client details, schedules, attachments, photos, messages, and payment information you provide.

You have no obligation to provide Content. However, certain features may not work without it.

9.2 Ownership

Your Content remains yours. You retain any intellectual property rights you have in your Content.

9.3 License to BillEasy

By using the Platform, you grant BillEasy a worldwide, non-exclusive, royalty-free license to host, reproduce, transmit, display (as needed), and use your Content only for:

• Operating and providing the Platform;
• Supporting your account;
• Improving platform performance and features;
• Security, fraud prevention, and compliance;
• Creating derivatives solely for technical purposes (e.g., formatting, compression, translation where requested).

9.4 De-identified / Aggregated Data

BillEasy may generate and use de-identified and/or aggregated data relating to Platform performance and usage. BillEasy owns such de-identified/aggregated data and may use it without restriction, including for analytics, improvements, and marketing—provided it is not reasonably identifiable to you or your customers.

9.5 Our Platform

As between you and BillEasy, BillEasy and its licensors retain all right, title, and interest in the Platform, excluding your Content.

10) Prohibited Uses

You may not use the Platform to:

• Violate any law or regulation;
• Upload or share unlawful, fraudulent, defamatory, obscene, harassing, or misleading content;
• Transmit malware, viruses, or harmful code;
• Send spam or unauthorized advertising;
• Impersonate BillEasy or misrepresent affiliation;
• Copy, resell, sublicense, or provide unauthorized access to the Platform;
• Reverse engineer, decompile, or disassemble any part of the Platform;
• Scrape, harvest, or extract data you don’t own or have permission to access;
• Use Platform data to train AI/ML models without written authorization from BillEasy;
• Use the Platform as a general backup/archive service unrelated to its intended purpose;
• Infringe intellectual property rights; or
• Encourage others to do any of the above.

We may suspend or terminate access if we reasonably suspect prohibited use.

We may (but are not required to) monitor usage and content, and we may remove Content or disclose information as needed to comply with law, protect users, prevent fraud, or operate the Platform.

11) Community Forums; Feedback

If BillEasy offers community forums or public features, you are responsible for what you post. Do not post information you do not want to be public.

If you provide feedback, suggestions, or ideas, you grant BillEasy a perpetual, worldwide, transferable, sublicensable, irrevocable, royalty-free right to use them for any purpose, including product development and marketing.

12) Digital Assistants and AI Features

BillEasy may offer AI-powered features such as assistants, agents, chat tools, or automations (“Digital Assistants”).

Outputs may be inaccurate or incomplete. You are responsible for reviewing all outputs, invoices, estimates, and decisions made using Digital Assistants.

If Digital Assistants perform actions on your behalf, you are responsible for confirming permissions and results.

Content you provide to Digital Assistants may be used to provide more personalized outputs and to improve the Platform and related technology, consistent with the Privacy Policy.

13) Termination

You may cancel your account at any time through your account settings (where available).

BillEasy may suspend or terminate your account or access if:

• You breach this Agreement;
• You fail to pay fees;
• Required by law;
• We reasonably suspect fraud, abuse, or prohibited use.

Removing a mobile app does not necessarily cancel your subscription.

14) Effect of Termination

Upon termination or expiration:

• You must stop using the Platform.
• You remain responsible for all fees accrued up to the termination date.
• Termination does not entitle you to any refund, except where required by law.

Data access and retention (including export options) will be handled according to our Privacy Policy and internal retention practices, subject to applicable law.

15) Survival

The following sections survive termination:

Personal Information; Payment obligations; Content & Data; Feedback; Effect of Termination; Disclaimers; Limitation of Liability; Indemnification; Disputes; General Terms.

16) BillEasy Communications

We may contact you via email, in-app messages, phone, or text for:

• Account security (including multi-factor authentication);
• Critical service notices;
• Support responses you request;
• Billing notices.

You must keep contact details current.

17) Third-Party Account Information (Integrations)

If you connect third-party accounts (banking, accounting, payments, etc.), you authorize BillEasy to access and store information from those accounts to provide the integration.

BillEasy does not guarantee third-party data accuracy or availability and is not responsible for errors, delays, or fees caused by third parties or inaccurate third-party information.

18) Disclaimers

EXCEPT AS EXPRESSLY STATED, THE PLATFORM IS PROVIDED “AS IS” AND “AS AVAILABLE.”

TO THE MAXIMUM EXTENT PERMITTED BY LAW, BILL EASY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant the Platform will be uninterrupted, secure, error-free, or free of harmful components, or that outputs (including estimates/invoices) will be legally compliant in all jurisdictions.

You are responsible for reviewing and confirming all outputs and documents.

19) Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, BILL EASY AND ITS PROVIDERS WILL NOT BE LIABLE FOR:

• Loss of profits, revenue, goodwill, business opportunities, or anticipated savings;
• Loss of data;
• Indirect, incidental, consequential, special, or punitive damages;
• Damages relating to telecommunications failures, internet issues, security breaches, viruses, or spyware.

TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE PLATFORM OR THIS AGREEMENT IS LIMITED TO THE GREATER OF:

• FEES YOU PAID TO BILL EASY FOR THE RELEVANT SERVICE(S) IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM; OR
• $100 (OR THE MINIMUM AMOUNT REQUIRED BY LAW IN YOUR JURISDICTION).

This sets out your exclusive remedy unless applicable law requires otherwise.

20) Indemnity Obligations

You will indemnify and hold harmless BillEasy and its directors, officers, employees, contractors, and partners from claims, losses, damages, penalties, and expenses (including reasonable legal fees) arising from:

• Your unlawful use of the Platform;
• Your violation of this Agreement;
• Your Content (including invoices/estimates and attachments);
• Disputes between you and your customers, vendors, employees, or subcontractors;
• Fraudulent or misleading transactions initiated through your account.

BillEasy may assume defense of a claim at its own expense, and you agree to cooperate reasonably.

21) Disputes

21.1 Informal Resolution First

Before filing a claim, you agree to try to resolve disputes informally by contacting support and providing a written description of the issue and requested resolution.

21.2 Ontario / Canada Customers

Unless required otherwise by law, disputes will be resolved in the courts of Ontario, Canada, and you consent to that jurisdiction.

21.3 U.S. Customers (Optional Arbitration Clause)

If you are a U.S. customer, BillEasy may include a binding arbitration provision and class action waiver, as permitted by law, in a separate U.S. addendum or Section B. (Recommended to have counsel finalize based on the states you’ll operate in.)

22) General Terms (Miscellaneous)

Entire Agreement

This Agreement (and Section B terms) is the entire agreement between you and BillEasy regarding the Platform and supersedes prior communications.

Governing Law

Ontario law governs this Agreement, excluding conflict-of-law rules, except where mandatory consumer protection laws apply.

Trade Compliance

You agree you are not prohibited from using the Platform under applicable trade laws and sanctions, and you will not export/re-export the Platform in violation of law.

Government End Users

If acquired by a government entity, the Platform is commercial computer software and use is limited to rights granted in this Agreement.

Waiver

Failure to enforce any right is not a waiver.

Assignment

You may not assign this Agreement without BillEasy’s consent. BillEasy may assign this Agreement to an affiliate or successor.

Severability

If any provision is found unenforceable, the remainder remains in effect.

23) Contact Information

BillEasy Inc.

support@billeasy.ca

+01 437 296 2447

www.billeasy.ca

B2. Payment Processing Services

B3. Progress Billing & Holdback Tools

B4. Integrations & Third-Party Services

B5. API Access

B6. Beta & Experimental Features

Beta features:

• May be incomplete
• May contain bugs
• May be removed at any time
• Are provided “as-is”

No service levels apply to beta features.

B7. AI & Automation Features

BillEasy may offer AI-powered tools including:

• Invoice suggestions
• Estimate generation assistance
• Cost categorization
• Automated reminders

You acknowledge:

• AI outputs may be inaccurate
• You are responsible for reviewing all generated documents
• BillEasy does not guarantee compliance with tax or construction law

AI features may improve over time using anonymized system-wide data.

B8. Enterprise Plans

Enterprise customers may receive:

• Custom pricing
• Dedicated onboarding
• Volume user licensing
• Custom data retention policies
• Security reviews
• Service-level agreements (SLAs)

If you have a signed Enterprise Agreement, that agreement governs in the event of conflict.

B9. Data Retention & Export

Upon cancellation:

• Data may remain accessible for a limited grace period (if offered under your plan)
• After that period, data may be permanently deleted

You are responsible for exporting your data before cancellation.

BillEasy is not liable for data loss after retention windows expire.

B10. Service Levels (If Applicable)

Unless otherwise stated in a separate SLA:

• BillEasy does not guarantee uptime percentages
• Scheduled maintenance may occur
• Emergency maintenance may occur without notice

Enterprise SLAs must be separately agreed in writing.

B11. Canadian Compliance Addendum

For users operating in Canada:

You are responsible for compliance with:

• PIPEDA
• Applicable provincial privacy laws
• Provincial Construction Act requirements
• CRA tax obligations
• Provincial lien legislation

BillEasy provides tools only and does not guarantee regulatory compliance.

B12. U.S. Addendum (Applies Only to U.S. Customers)

If you are located in the United States:

• Governing law for disputes may be determined by your state of residence unless otherwise agreed.
• BillEasy may require binding arbitration under a separate U.S. Arbitration Addendum.
• Privacy disclosures may include compliance with applicable U.S. privacy laws (e.g., CCPA/CPRA where applicable).

This addendum does not apply to Canadian customers.

Clean Structure Summary

Your legal stack now looks like this:

Section A – Platform Terms (Ontario governed)

• Core legal protections
• Liability cap
• Privacy
• Dispute structure

Section B – Product-Specific Terms

• Payments
• Construction tools
• API
• AI
• Enterprise
• Canada compliance
• U.S. expansion addendum