Sourcery receives financial documents you upload or email to the Service (such as rent statements, broker reports, bank statements, dividend statements and fund documents), extracts information from them using automated processing, and prepares draft accounting records — including journal entries, reconciliations and reports — for your review.

The Service is a record-keeping and workflow tool only. It does not provide financial, taxation, legal or accounting advice, and nothing produced by the Service constitutes advice. You are responsible for reviewing all output and, where appropriate, obtaining advice from a qualified professional before relying on it (for example, when preparing tax returns or fund financial statements).

• You must be at least 18 years old and capable of forming a binding contract to use the Service.
• You must provide accurate and current information when registering and keep it up to date.
• You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. Notify us promptly of any suspected unauthorised access.
• Where an accounting firm or agency account invites client users, the firm is responsible for ensuring it has authority to access and manage those clients' records.

• Plans, fees and included processing credits are described on our Pricing page and may vary by account type.
• Payments are processed by our payment provider (Stripe). By subscribing you authorise recurring charges to your nominated payment method at the start of each billing period.
• Fees are in Australian dollars. Prices shown on our Pricing page include GST; your tax invoice itemises the GST component.
• We may change our fees or plan structures. We will give you at least 30 days' notice of any price increase, which will take effect from your next billing period after the notice period.
• Except as required by law (including the Australian Consumer Law), fees are non-refundable and unused credits expire as described on the Pricing page.
• If a payment fails and remains unpaid after reasonable notice, we may suspend the Service until payment is made.

You retain all ownership rights in the documents and data you submit to the Service. You grant us a limited licence to host, copy, process and analyse that content (including through third-party cloud and AI processing providers) solely to the extent required to provide, maintain, secure and improve the Service.

• You warrant that you have the right to submit each document to the Service, including where documents relate to other people (for example, co-owners or fund members).
• We do not sell your content and we do not use your documents to train third-party AI models.
• You can export your data from the Service. Following account closure we retain and then delete data in accordance with our Privacy Policy.

The Service uses automated (AI-based) extraction and classification. Automated output can contain errors or omissions, and documents may be misread, misclassified or incompletely processed. The Service is designed around your review and approval of draft entries, and you must review output before relying on it. To the extent permitted by law, we are not liable for loss arising from reliance on unreviewed or unapproved output.

You must not, and must not permit anyone else to:

• use the Service in breach of any law or the rights of any person;
• upload content that is malicious, infringing, or that you do not have the right to provide;
• attempt to gain unauthorised access to the Service, other users' data, or our systems;
• interfere with or disrupt the integrity or performance of the Service;
• reverse engineer, copy or resell the Service, or access it to build a competing product;
• use automated means to scrape or bulk-extract data from the Service other than through features we provide.

We (and our licensors) own all intellectual property rights in the Service, including its software, design, and branding. These Terms do not transfer any of those rights to you. If you give us feedback or suggestions, you grant us a perpetual, royalty-free licence to use them without restriction.

Our collection and handling of personal information is described in our Privacy Policy, which forms part of these Terms. By using the Service you consent to that handling.

The Service depends on third-party providers, including cloud hosting, payment processing and AI processing services. While we choose reputable providers, we are not responsible for faults, outages or changes in third-party services that are beyond our reasonable control.

We aim to keep the Service available at all times but do not guarantee uninterrupted or error-free operation. We may perform maintenance, and we may add, change or remove features. If we materially reduce the core functionality of your paid plan, we will give you reasonable notice and you may cancel from the end of your current billing period.

Nothing in these Terms excludes, restricts or modifies any consumer guarantee, right or remedy under the Australian Consumer Law or other law that cannot lawfully be excluded.

To the extent permitted by law: (a) our liability for a breach of a non-excludable guarantee is limited, at our option, to resupplying the Service or paying the cost of resupply; (b) our total aggregate liability arising out of or in connection with the Service is limited to the amounts you paid us in the 12 months before the event giving rise to the claim; and (c) neither party is liable for indirect or consequential loss, loss of profits, loss of revenue or loss of data, except to the extent caused by that party's fraud, wilful misconduct or breach of confidentiality.

• You may close your account at any time; paid plans cancel from the end of the current billing period.
• We may suspend or terminate your access if you materially breach these Terms, fail to pay fees when due, or where required for legal or security reasons. Where practicable we will give you notice and an opportunity to remedy the breach first.
• On termination, your right to use the Service ends. We will make your data available for export for a reasonable period (at least 30 days) after closure, except where we are required to delete it earlier or retain it longer by law.

We may update these Terms from time to time. For material changes we will give you reasonable advance notice (for example, by email or in-app notice). Your continued use of the Service after the change takes effect constitutes acceptance. If you do not agree to a change, you may cancel before it takes effect.

• These Terms are governed by the laws of New South Wales, Australia, and the parties submit to the non-exclusive jurisdiction of the courts of New South Wales.
• If any provision of these Terms is invalid or unenforceable, the remainder continues in effect.
• A failure by either party to enforce a right is not a waiver of that right.
• You may not assign these Terms without our consent; we may assign them as part of a corporate restructure or sale of the business, with notice to you.
• These Terms, together with the Privacy Policy and the Pricing page, form the entire agreement between you and Resourcery for the Service.

Questions about these Terms can be sent to us via the Contact page on this site.