Terms of Service

Last updated: October 2025

These Terms of Service govern your use of Reportr's AI-powered documentation platform. Please read them carefully before using our Service.

At a glance

Binding agreement: By using Reportr, you agree to these Terms.
Who can use it: You must be 18+ and authorized to use the Service.
What we offer: AI meeting recording, transcription, and report generation for financial advisors.
Your responsibilities: Review all AI outputs, obtain recording consent, maintain account security.
AI disclaimer: We don't guarantee accuracy—you must verify all content before client use.
Data privacy: Zero retention by AI partners; processing is transient and purpose-limited.
Liability: Limited to fees paid in the last 12 months or $100 AUD, whichever is greater.
Governing law: New South Wales, Australia.

Agreement to Terms
Eligibility
Service Description
Account Registration and Security
Subscription Plans and Pricing
Acceptable Use Policy
AI-Generated Content and Outputs
Data and Content Ownership
Third-Party Services and Integrations
Data Privacy and Security
Limitation of Liability
Indemnification
Termination
Changes to Terms
Dispute Resolution
General Provisions
Contact Information

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("User," "you," or "your") and Reportr ("Reportr," "we," "us," or "our") governing your access to and use of the Reportr platform, website (reportr.ai), and related services (collectively, the "Service").

By accessing or using our Service, you agree to be bound by these Terms. If you do not agree to these Terms, you may not access or use the Service.

2. Eligibility

You must be at least 18 years old and capable of forming a binding contract to use this Service. By using the Service, you represent and warrant that:

You are at least 18 years of age
You have the legal capacity to enter into these Terms
You will comply with these Terms and all applicable laws and regulations
If using the Service on behalf of an organization, you have the authority to bind that organization to these Terms

3. Service Description

Reportr provides an AI-powered platform that transforms client meetings and consultations into professional, regulation-ready reports for financial advisors and other regulated services professionals. Our Service includes:

AI-powered meeting recording (via Recall.ai integration with Zoom/Microsoft Teams)
Automated transcription using AI (OpenAI Whisper)
Automated generation of financial advisory documentation using AI (OpenAI GPT models)
Template-based report creation (basic and wizard templates)
Unified client record management (aggregating meetings, transcripts, and documents)
Document export (PDF and DOCX formats)
Email distribution of reports to clients
Secure document storage and management
Calendar integration (Google Calendar, Microsoft 365)
Single Sign-On (SSO) authentication via Google and Microsoft

4. Account Registration and Security

4.1 Account Creation

To access certain features of the Service, you must create a Reportr account. You may register using:

Email and password
Google Single Sign-On (SSO)
Microsoft Single Sign-On (SSO)

4.2 Account Security

You are responsible for:

Maintaining the confidentiality of your account credentials
All activities that occur under your account
Notifying us immediately of any unauthorized access or security breach
Ensuring the accuracy and completeness of your account information

4.3 Account Restrictions

You may not:

Share your account credentials with others
Create multiple accounts for fraudulent purposes
Use another person's account without permission
Transfer your account to another party without our written consent

5. Subscription Plans and Pricing

5.1 Subscription Tiers

Reportr offers multiple subscription tiers:

Free Tier: Limited usage (1 document per day) with basic features
Starter Plan: Usage-based pricing with enhanced features and priority support
Professional Plan: Unlimited documents with priority support
Enterprise Plan: Custom pricing with white-label options

5.2 Payment Terms

Subscription fees are billed in advance on a monthly or annual basis
All fees are non-refundable except as required by law or as explicitly stated
We reserve the right to modify pricing with 30 days' notice to existing subscribers
Prices do not include applicable taxes, which are your responsibility

5.3 Automatic Renewal

Subscriptions automatically renew at the end of each billing period
You may cancel auto-renewal at any time through your account settings
Cancellation takes effect at the end of the current billing period

5.4 Free Trials

Free trials are available for new users on select plans
We may require payment information to activate a free trial
Unless canceled, trials automatically convert to paid subscriptions
We reserve the right to limit free trial eligibility

6. Acceptable Use Policy

6.1 Permitted Uses

You may use the Service only for lawful purposes and in accordance with these Terms. You agree to use the Service in a professional manner consistent with its intended purpose of creating compliant business documentation for financial advisory services.

6.2 Prohibited Activities

You may not:

Legal Violations:

Violate any applicable local, state, national, or international law
Violate any third-party rights, including intellectual property, privacy, or contractual rights
Engage in any fraudulent, deceptive, or misleading activities

Security and System Integrity:

Attempt to gain unauthorized access to the Service or related systems
Introduce viruses, malware, or any harmful code
Interfere with or disrupt the Service or servers/networks connected to the Service
Bypass any security measures or authentication mechanisms

Service Misuse:

Use the Service to create false, misleading, or fraudulent financial documentation
Reverse engineer, decompile, or disassemble any portion of the Service
Use automated systems (bots, scrapers) to access the Service without permission
Develop competing products using our Service
Resell or redistribute the Service without authorization

Content Violations:

Upload content containing malware, viruses, or harmful code
Upload content that infringes intellectual property rights
Upload content that is illegal, defamatory, harassing, or obscene
Upload personally identifiable information of third parties without proper consent and authorization

7. AI-Generated Content and Outputs

7.1 AI Technology Acknowledgment

You acknowledge and agree that:

The Service uses artificial intelligence and machine learning technologies (specifically OpenAI's Whisper for transcription and GPT models for text generation)
AI-generated outputs may contain errors, inaccuracies, or incomplete information
AI outputs are tools to assist professional judgment, not replace it
You are solely responsible for reviewing, verifying, and approving all AI-generated content before use

7.2 Professional Responsibility

You retain full professional responsibility for all documents created using the Service
You must review all AI-generated content for accuracy, completeness, and compliance with applicable regulations
We do not provide legal, financial, or professional advice through the Service
The Service does not guarantee compliance with any specific regulations or standards (including ASIC or other financial regulatory requirements)

Important: As a financial advisor or regulated professional, you bear ultimate responsibility for all client deliverables. AI-generated content is a starting point—always review and verify before sending to clients.

7.3 Output Accuracy

We do not warrant that AI-generated outputs will be accurate, complete, or error-free
The Service is provided as a tool to assist with documentation, not as a compliance guarantee
You must independently verify all information before relying on or distributing it to clients

7.4 Meeting Recording

You are responsible for obtaining all necessary consents and permissions before recording meetings
You must comply with all applicable laws regarding recording conversations and meetings
You are responsible for notifying all meeting participants that the meeting is being recorded
We are not responsible for your failure to obtain proper consent for recording

Consent Requirement: In Australia and many jurisdictions, recording conversations without consent may be illegal. Always inform meeting participants that recording is taking place before the Reportr bot joins the meeting.

8. Data and Content Ownership

8.1 Your Content

You retain all ownership rights to content you upload, create, or input into the Service ("User Content"), including:

Meeting recordings and transcripts
Client information and data
Documents you upload
Custom templates
Financial advisory reports you generate

8.2 License to Reportr

By uploading User Content, you grant Reportr a worldwide, non-exclusive, royalty-free license to:

Process, store, and transmit your User Content as necessary to provide the Service
Use aggregated, anonymized data for service improvement and analytics
Display User Content back to you through the Service interface

This license terminates when you delete User Content or terminate your account, except for:

Backup copies (retained for 90 days)
Anonymized data used for analytics (retained indefinitely)

8.3 AI-Generated Outputs

All outputs generated by the Service based on your User Content are assigned to you. We do not claim ownership of AI-generated documents created through your use of the Service.

8.4 Reportr's Intellectual Property

We retain all rights, title, and interest in:

The Reportr platform, software, and technology
Our AI integration infrastructure and workflows
Our trademarks, logos, and branding
Templates and content we provide (excluding your customizations)
Service improvements and derivatives

You may not use our intellectual property without explicit written permission.

9. Third-Party Services and Integrations

9.1 Third-Party Services

The Service integrates with third-party services including:

Google (Google Calendar, Google SSO)
Microsoft (Microsoft 365 Calendar, Microsoft SSO)
Zoom (via Recall.ai for meeting recordings)
Microsoft Teams (via Recall.ai for meeting recordings)
OpenAI (for transcription and AI text generation)
Stripe (for payment processing)

9.2 Third-Party Terms

Your use of third-party integrations is subject to those providers' terms of service and privacy policies. We are not responsible for third-party services, their availability, or their practices.

9.3 Authorization and Access

When you connect third-party services:

You authorize us to access data from those services as described in our Privacy Policy
You represent that you have authority to grant such access
You may revoke access at any time through your account settings
We will only access data necessary to provide the Service features you enable

9.4 Google API Services Compliance

Our use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

9.5 Meeting Recording Service

We use Recall.ai to automate meeting recording and transcription. When you enable this feature:

A bot will join your meetings to record audio
You are responsible for notifying meeting participants of the recording
You must comply with all applicable recording consent laws
Recording data is processed according to our Privacy Policy and Recall.ai's privacy policy

10. Data Privacy and Security

10.1 Privacy Policy

Our collection, use, and protection of your personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Service, you consent to our Privacy Policy.

10.2 Data Security

We implement industry-standard security measures including:

AES-256 encryption for data at rest
TLS 1.2/1.3 for data in transit
Regular security audits and monitoring
Access controls and authentication
Cloud infrastructure hosted on Microsoft Azure in Australia

10.3 Data Processing

We process your data solely to provide the Service as described in our Privacy Policy. We do not sell your personal information to third parties.

10.4 AI Provider Data Handling

Zero Data Retention Policy

We've configured our enterprise OpenAI integration to protect your client data. Your meeting transcripts and client information are processed transiently and never stored by our AI partners.

We have configured our enterprise API integration with OpenAI to ensure your data privacy:

Transient Processing Only: Your meeting transcripts, client information, and content are processed by OpenAI solely to provide service functionality (transcription and report generation)
No Data Storage: Your data is not stored by OpenAI after processing is complete
No Model Training: Your data is not used to train or improve OpenAI's models
Real-Time Processing: Data is processed in real-time to generate outputs and is immediately discarded by our AI partners thereafter

This means your sensitive client information is processed only to deliver the specific service you request and is not retained in OpenAI's systems.

Your Acknowledgment: By using the Service, you acknowledge that:

Your data will be temporarily processed by OpenAI to provide AI-powered transcription and report generation
This processing is transient and your data is not stored by our AI partners
You remain responsible for ensuring you have appropriate consent and authorization to process your clients' information through AI services

11. Limitation of Liability

11.1 Service Provided "As Is"

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR COURSE OF PERFORMANCE.

11.2 No Warranty

We do not warrant that:

The Service will be uninterrupted, secure, or error-free
The Service will meet your specific requirements
AI-generated outputs will be accurate, complete, or compliant with regulatory requirements
Meeting recordings will be captured successfully in all circumstances
Transcriptions will be 100% accurate
Defects will be corrected
The Service is free from viruses or harmful components

11.3 Liability Cap

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM OR RELATED TO THE SERVICE SHALL NOT EXCEED THE GREATER OF:

The amount you paid us in the 12 months preceding the claim, or
$100 AUD

11.4 Exclusion of Damages

WE SHALL NOT BE LIABLE FOR:

Indirect, incidental, special, consequential, or punitive damages
Loss of profits, revenue, data, or business opportunities
Service interruptions or data loss
Errors or inaccuracies in AI-generated content or transcriptions
Failed meeting recordings or incomplete transcripts
Actions or omissions of third-party service providers (including OpenAI, Recall.ai, Google, Microsoft, Stripe)
Your reliance on AI-generated outputs without independent verification
Your failure to obtain proper consent before recording meetings

11.5 Professional Liability

YOU ACKNOWLEDGE THAT:

We do not provide professional financial advice (legal, financial, or otherwise)
You are solely responsible for compliance with professional regulations (including ASIC requirements for financial advisors in Australia)
You must independently verify all AI-generated content before using it in client communications
Professional liability for your client deliverables remains with you
You are responsible for ensuring all meeting recordings comply with applicable consent laws

12. Indemnification

You agree to indemnify, defend, and hold harmless Reportr, its affiliates, officers, directors, employees, and agents from any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising from:

Your violation of these Terms
Your violation of any law or third-party rights
Your User Content or use of the Service
Your professional services provided to clients
Inaccuracies in your client documentation
Your failure to obtain proper consent before recording meetings
Unauthorized access to your account due to your failure to protect credentials
Your reliance on AI-generated content without proper verification

13. Termination

13.1 Termination by You

You may terminate your account at any time by:

Canceling your subscription through account settings
Contacting our support team at info@reportr.ai
Ceasing to use the Service

Upon termination:

Your access to the Service ends immediately
No refunds will be provided for unused subscription time
Your User Content will be retained for 90 days for retrieval, then permanently deleted

13.2 Termination by Us

We may suspend or terminate your access immediately if:

You breach these Terms
You engage in prohibited activities
Your account is inactive for more than 12 months (free tier)
Required by law or regulatory authority
We discontinue the Service (with 30 days' notice)

13.3 Effect of Termination

Upon termination:

All licenses granted to you immediately cease
You must stop using the Service
Provisions that by nature should survive (liability limitations, indemnification, dispute resolution) continue in effect

13.4 Data Retrieval

You may export your User Content within 90 days of termination. After 90 days, we may permanently delete your data.

14. Changes to Terms

How we notify you of changes

We'll email you if we make material changes to these Terms. Continued use after 30 days means you accept the updated Terms.

14.1 Modifications

We reserve the right to modify these Terms at any time. We will provide notice of material changes by:

Posting the updated Terms on our website
Sending email notification to your registered address
Displaying an in-app notification

14.2 Acceptance of Changes

Changes take effect 30 days after notification
Continued use of the Service after changes take effect constitutes acceptance
If you do not agree to changes, you must discontinue use and may terminate your account

14.3 Material Changes

For material changes that reduce your rights or increase your obligations, we will obtain your explicit consent before the changes apply to you.

15. Dispute Resolution

15.1 Governing Law

These Terms are governed by the laws of New South Wales, Australia, without regard to conflict of law principles.

15.2 Informal Resolution

Before filing a claim, you agree to contact us at info@reportr.ai to attempt informal resolution. We will work in good faith to resolve disputes amicably.

15.3 Jurisdiction

Any dispute that cannot be resolved informally shall be subject to the exclusive jurisdiction of the courts of New South Wales, Australia. Both parties submit to the jurisdiction of such courts and waive any objection to venue in those courts.

15.4 Class Action Waiver

You agree to resolve disputes individually and waive the right to participate in class actions or representative actions to the extent permitted by Australian law.

15.5 Exceptions

Either party may seek injunctive relief in court for intellectual property infringement or unauthorized access to the Service.

16. General Provisions

16.1 Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Reportr regarding the Service.

16.2 Severability

If any provision of these Terms is found invalid or unenforceable, the remaining provisions continue in full effect.

16.3 Waiver

Our failure to enforce any provision does not constitute a waiver of that provision or any other provision.

16.4 Assignment

You may not assign these Terms without our written consent. We may assign these Terms to any affiliate or successor.

16.5 Force Majeure

We are not liable for delays or failures due to circumstances beyond our reasonable control (including failures of third-party AI services, cloud infrastructure, or meeting recording services).

16.6 No Agency

These Terms do not create any agency, partnership, or joint venture relationship.

16.7 Notices

Notices to you may be sent to your registered email address. Notices to us should be sent to: info@reportr.ai

17. Contact Information

If you have questions about these Terms, please contact us:

Reportr Email: info@reportr.ai Address: Sydney, NSW, Australia

Note: For a complete mailing address, please contact us at info@reportr.ai

By using the Service, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.