AgentixAI Managed Back Office

Phase 1 — Administrative + Finance Operations

Terms of Service

Effective date: August 5, 2026 · Last updated: August 5, 2026

These Terms of Service (“Terms”) govern access to and use of the AgentixAI Managed Back Office platform and the administrative and finance operations service it supports (together, the “Service”), provided by AgentixAI (“AgentixAI,” “we,” “us”). By accessing or using the Service, you agree to these Terms on behalf of the business you represent (“Client,” “you”).

1. What the Service is

AgentixAI is a managed service: our staff and software work together to run administrative and finance operations — including email triage, customer onboarding, invoicing and collections support, bill and approval routing, and operational reporting — on your behalf, using systems you already run.

The Service prepares work product and recommendations for your review. It does not replace a licensed bookkeeper, CPA, attorney, or financial advisor, and it is not a substitute for their judgment.

2. Human approval and no autonomous money movement

  • Nothing generated by the Service reaches a customer, vendor, or other outside party without an explicit, recorded approval from an authorized person at your business.
  • The Service does not move money. It has no capability to initiate payments, transfers, or payroll tax filings, and does not request the permissions that would allow it to.
  • Every automated action is logged — what happened, when, and under whose approval — and that log cannot be edited or deleted.

3. No tax, audit, legal, or investment advice

The Service does not provide tax advice, audit services, legal advice, investment advice, or attestation of any kind. Output from the Service is a package intended for review by your own bookkeeper, CPA, attorney, or advisor — never a replacement for one. You remain responsible for reviewing and approving all financial and administrative actions taken in your name.

4. Your responsibilities

  • Provide accurate information and maintain the accuracy of the systems (accounting software, email, document storage) the Service connects to.
  • Designate authorized personnel to review and approve actions the Service prepares, and keep that list current.
  • Use the Service only for lawful business purposes and only for your own business or businesses you are authorized to represent.
  • Keep your account credentials, and any connected third-party account, secure.

5. Connected accounts

Where you connect a third-party system (for example Google or QuickBooks Online) to the Service, you authorize AgentixAI to access it solely to perform the workflows you have enabled, as described in our Privacy Policy. You may disconnect any connected account at any time from within that provider or by contacting us; disconnecting revokes our access immediately.

6. Fees and billing

Fees for the Service are set out in your separate service agreement or order form with AgentixAI, which controls over these Terms on billing matters. These Terms govern use of the platform itself.

7. Confidentiality

Each party will protect the other’s confidential information with the same care it uses for its own confidential information, and will use it only to perform under these Terms. This does not limit our ability to use aggregated, de-identified data to operate and improve the Service, as described in our Privacy Policy.

8. Disclaimers

The Service is provided “as is.” To the fullest extent permitted by law, AgentixAI disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or that AI-generated drafts or classifications will always be accurate — which is why every output is routed through human review before it has any external effect.

9. Limitation of liability

To the fullest extent permitted by law, AgentixAI will not be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits or lost data, arising from use of the Service. Our total liability for any claim arising from these Terms or the Service will not exceed the fees you paid us in the three months preceding the claim.

10. Term and termination

These Terms apply for as long as you use the Service. Either party may terminate the underlying service agreement as set out in that agreement. On termination, we will handle your data as described in our Privacy Policy, including making it available for export before deletion.

11. Changes to these Terms

We may update these Terms from time to time. We will post the revised Terms here and update the “last updated” date. For material changes, we will notify clients directly before the change takes effect.

12. Governing law

These Terms are governed by the laws of the State of Tennessee, without regard to its conflict-of-laws principles.

13. Contact

AgentixAI · 1670 Ooltewah Ringgold Rd, Ooltewah, TN 37363 · info@agentixai.ai · (423) 218-2244

This document is provided for transparency and platform-review purposes and is not a substitute for legal advice specific to your business.

Terms of Service — AgentixAI Managed Back Office