Last updated: 2026-09-23
This is the agreement between you (the "Customer", "you") and the maker of Glysten Books (the "Provider", "we", "us") covering your use of the Glysten Books software and any hosted service we provide with it (together, "Glysten Books").
By installing Glysten Books, creating an account, or using it, you agree to these terms. If you do not agree, do not use it.
If you are agreeing on behalf of a company, partnership, or other organisation, you represent that you have authority to bind it, and "you" means that organisation as well as yourself.
You must be at least 18 and able to enter into a binding contract. You may not use Glysten Books if we have previously terminated your account, or if you are barred from doing so under the export-control or sanctions laws that apply to you.
Glysten Books is bookkeeping and accounting software. Your books live in a PostgreSQL database. Where that database runs depends on which deployment you have, and several obligations below differ between the two:
Your order or invoice says which deployment you have. Where a section is marked as applying to one deployment, it does not apply to the other. Glysten Books does not send usage analytics or telemetry to us in either deployment. Beyond that, your books leave the installation only through features you choose to use: a bank connection (Section 9), and the AI features and any AI app you connect (Section 13).
You are responsible for your account credentials and for everything done through your account. Specifically:
We are not liable for loss arising from someone else using your credentials, except to the extent it results from our own failure to meet our obligations under Section 10.
Glysten Books is multi-user. An account owner may add people and grant each of them access to particular entities, at a view, edit or own level. Owning an entity lets a person manage who else has access to that entity; matters that concern the whole account, such as adding people or approving sign-ins, stay with the account owner.
Subject to your compliance with these terms and payment of any applicable fees, we grant you a non-exclusive, non-transferable, revocable licence to install and use Glysten Books for your own bookkeeping and that of entities you own or are authorised to keep books for. Your plan may limit how many entities that is, and you agree to stay within the plan you bought.
You may not:
We and our licensors keep all right, title and interest in Glysten Books itself, including the software, its design, and its documentation. Nothing here transfers ownership of any of it to you.
You may modify your own Self-Managed installation for your own use. You do so at your own risk, and Section 21 (No warranty) and Section 22 (Limitation of liability) apply with full force to any installation you have modified. We are not obliged to support a modified installation.
You may not use Glysten Books to:
You retain all right, title and interest in the financial records, documents and other content you enter into or import into Glysten Books ("Your Data").
We do not sell Your Data, share it for advertising, or use it to train artificial-intelligence or machine-learning models. In a Hosted Deployment we access Your Data only where necessary to operate the service, to fix a fault, or to give you support you have asked for, or where the law requires it. We take no licence to Your Data beyond what those purposes need. In a Self-Managed Deployment we do not receive Your Data at all.
When you use an AI feature, the part of Your Data it needs is sent to the AI provider that answers it. Section 13 says what is sent, when, and on what terms.
You are responsible for the accuracy, legality and completeness of Your Data, and for having the right to enter into Glysten Books anything you import from a third party.
Our handling of personal information is described in our Privacy Policy, which forms part of this agreement.
Glysten Books can connect to services operated by other companies. These are optional and are not provided by us:
We are not responsible for the availability, accuracy, security, or acts of any third-party service, and their failures are outside our control. If one stops working or changes its terms, Glysten Books' connection to it may stop working, and that is not a breach of this agreement.
This section applies only to a Hosted Deployment. None of it applies where you run Glysten Books yourself.
Glysten Books can read data files you export from other accounting products, including QuickBooks Online.
You are responsible for your relationship with those providers. You must have the right to export and use the data you import, and your use of their products remains governed by your agreement with them. Glysten Books reads only files you supply. It does not connect to, sign in to, scrape, or otherwise access any other provider's service on your behalf.
Import produces a proposal that you review and approve. You are responsible for checking that what lands in your books matches your prior records before you rely on it.
If you connect a bank feed, transactions are staged for your review. Glysten Books does not post anything to your journal on its own. Categorisation rules only pre-fill a suggestion; an entry reaches your books when you click Post.
Glysten Books applies several checks intended to catch duplicates, and flags rather than discards what looks like one. These are aids, not guarantees. You are responsible for reviewing every transaction before you post it, and for reconciling your books against your bank statements.
Glysten Books includes features that use an artificial-intelligence model run by a third party (an "AI provider") — today Anthropic's Claude, and Google's Gemini where an installation is set up for it. Using them sends information to that provider. What is sent, and when, depends on the feature:
Taxpayer identification numbers recorded from W-9s are held apart from the books and are never sent to an AI provider or to an AI app. Anything you type into an entry, a memo or a note, however, can be read by the assistant when it is reading your books — so keep identification numbers out of free text.
It proposes; you decide. The assistant can draft a journal entry, suggest how to code bank lines, suggest a note about a book, or propose a change to something already in your books — an entry, a reconciliation, a bank match, an account, or a year's close. Each is shown to you, and nothing reaches your books until you approve it yourself, one step at a time. Its own access to your books is read-only.
It can be wrong. An AI model can misread a figure, pick the wrong account, or say something confidently that is not so. Check what it tells you against your records and read every proposal before you approve it. A change you approve is your change. Nothing it says is advice; Section 16 applies to it in full.
The AI provider's terms.
We are not responsible for an AI app you connect or, in a Self-Managed Deployment, for the AI provider you choose.
Limits. AI features are subject to usage limits, per person per day and per account per month, which we may change. When a limit is reached, the feature stops until the limit resets, unless your plan says otherwise. AI features depend on the provider being available, and may be slow, unavailable or withdrawn.
What is kept. The conversation itself stays in your browser. Glysten Books keeps how many questions were asked and what they cost, and each person's choice about reading the books. The Privacy Policy has the detail.
Glysten Books includes features that compute figures from your books and populate federal and state tax forms, including Forms 1065, 1120-S, Schedule K-1, 4562 and 8825, and Oregon and Portland returns, and that prepare Forms 1099 for the people you pay.
These are bookkeeping tools, not tax preparation or tax advice. Specifically:
Glysten Books produces reports, computations, suggested categorisations, and answers and drafts from its AI features. None of it is accounting, tax, legal, investment, or financial advice. Automated suggestions — including bank-feed matching rules and account categorisation — are conveniences that require your review. You remain responsible for the correctness of your books.
Keeping your own backups is your responsibility in either deployment.
Hardware failure, disk corruption, accidental deletion, a failed upgrade, or a mistake in your own use of the software can destroy your books permanently. You should keep tested, restorable copies, stored separately from wherever Glysten Books is running, and you should verify that you can actually restore from them — an untested backup is not a backup.
Self-Managed Deployment. Your data is on your own infrastructure and we hold no copy of it, so we cannot recover, restore, reconstruct or produce Your Data under any circumstances. All of it is on you.
Hosted Deployment. We take routine backups as described in Section 10. That reduces the risk; it does not remove it, and it is not a guarantee that a particular version of your books can be recovered at a particular moment. Keep your own exports as well.
Any support, maintenance or updates are as separately described at the time of purchase. Unless we have agreed otherwise in writing, we are not obliged to provide updates, fixes, or support, or to maintain compatibility with any third-party service, file format, tax form, or version of any operating system or database.
Tax forms and rules change annually. We do not guarantee that Glysten Books is current with any tax year.
We may change, add or remove features. We will not make a change that substantially reduces the core functionality of a Hosted Deployment during a period you have paid for without giving you notice and, if you ask within thirty days, a pro-rata refund of the unused part of that period.
Features marked beta, preview or experimental are provided as-is, may change or disappear, and should not be relied on for anything that matters.
If you send us suggestions, bug reports, or ideas, we may use them without restriction or obligation to you. This does not give us any right to Your Data, and nothing in it changes Section 8.
Glysten Books is provided "as is" and "as available", without warranty of any kind. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, title, non-infringement, and any warranty arising from course of dealing or usage of trade.
We do not warrant that Glysten Books will be uninterrupted, error-free, or free of defects, that computations or reports will be accurate or complete, that anything an AI feature says or proposes is correct, that it will meet any regulatory or accounting standard, or that defects will be corrected.
Accounting software can produce wrong numbers, and so can an AI model. You are responsible for verifying figures against your source documents — bank statements, invoices, receipts, and prior filed returns — before relying on them for any purpose, including filing a return, reporting to a lender or partner, or making a financial decision.
To the fullest extent permitted by law:
Some jurisdictions do not allow the exclusion of certain warranties or the limitation of certain damages. Where that is the case, the above applies to the maximum extent permitted, and nothing here limits liability for fraud, fraudulent misrepresentation, death or personal injury caused by negligence, or any other liability that cannot lawfully be limited.
You will indemnify and hold us harmless from any claim, loss, liability or expense (including reasonable legal fees) arising from Your Data, your use of Glysten Books, anything you file or report using figures Glysten Books produced, the acts of people you gave access to, your breach of these terms, or your violation of any law or third-party right.
QuickBooks®, QuickBooks Online® and Intuit® are registered trademarks of Intuit Inc. Dropbox® is a registered trademark of Dropbox, Inc. Claude and Anthropic are trademarks of Anthropic, PBC. Gemini and Google are trademarks of Google LLC. ChatGPT and OpenAI are trademarks of OpenAI. DigitalOcean is a trademark of DigitalOcean, LLC. SimpleFIN is a trademark of its respective owner. All other product names, logos and brands are the property of their respective owners.
Glysten Books is not affiliated with, endorsed by, sponsored by, certified by, or in any way officially connected with Intuit Inc. or any other company named in this software or its documentation. These names are used solely to describe compatibility and to tell you where in another product to find a file — that is, nominative reference, not a claim of association.
This agreement runs until terminated.
Dormant accounts (Hosted Deployment only). Books get looked at once a year in this line of work, so we do not treat a quiet account as an abandoned one. If nobody signs in to a hosted account for twelve months, we may email you to ask whether you still want it. If we hear nothing, we may deactivate it; and after a further sixty days' notice sent to the address on the account, we may delete the data. We will not delete your books without telling you first and giving you time to export them. Keeping a paid subscription current keeps the account active regardless of whether anyone signs in.
On termination, your licence ends and you must stop using Glysten Books and remove installed copies.
In a Self-Managed Deployment, Your Data stays with you — it is on your own infrastructure, and termination neither deletes it nor gives us access to it. In a Hosted Deployment, the thirty-day window in Section 10 applies: ask for a copy within it, because after that we may delete Your Data permanently.
Sections 6 (ownership), 8, 10 (data return and deletion), 13, 14, 15, 16, 17, 20, 21, 22, 23, 24, 26, 27 and 28 survive termination.
Talk to us first. If you have a dispute, contact us at the address in Section 29 and give us thirty days to try to resolve it informally. Most things end there, and neither of us should be paying lawyers over something a conversation would fix.
If that does not resolve it, the dispute will be brought in the state or federal courts located in Multnomah County, Oregon, and we each consent to the personal jurisdiction and venue of those courts. Either of us may still seek injunctive relief in any court of competent jurisdiction to protect intellectual property or confidential information.
Any claim must be brought within one year after it arises, to the extent the law allows a period to be agreed.
Two different things are confidential under this agreement, and they run in opposite directions.
What we disclose to you. Glysten Books itself — the software, its screens and workflows, its source where you can see it, its documentation, and anything we tell you about how it works, what it costs, or what is coming — is our confidential information, whether or not it is marked as such. You may use it to run your own books under the licence in Section 6, and for nothing else. In particular you may not publish it, demonstrate it to anyone building a competing product, or pass it to someone who is. This survives whatever else happens to your account.
What you disclose to us, and to the people you let in. Your books are confidential to you. Section 8 says your data is yours and Section 10 says what we may do with it on a Hosted Deployment; nothing in this section widens either.
People you give access to. If you grant access to anyone — an employee, a family member, an accountant, or a bookkeeper — you are responsible under Section 5 for what they do, and you agree to put them under confidentiality obligations at least as protective as this section before you grant it. That cuts both ways and both matter:
What is not confidential. Neither of us owes any obligation over information that: is or becomes public without a breach of this section; was already known to the receiver, free of any duty, before it was disclosed; is received from a third party who was free to disclose it; or is independently developed without reference to the other's confidential information.
Required disclosure. Either of us may disclose confidential information where the law, a court, or a regulator requires it. Where you are permitted to do so, give the other reasonable notice first, so they have the chance to object or seek protection, and disclose no more than is required.
When it ends. These obligations last for three years after the information is disclosed, except for anything that qualifies as a trade secret, where they last as long as it remains one. On termination, and at the other's written request, each of us will delete or return the other's confidential information, except for copies kept in routine backups or required by law — which stay subject to this section for as long as they are kept.
Remedies. Money is unlikely to be an adequate remedy for a breach of this section, and either of us may seek an injunction or other equitable relief without posting a bond, in addition to anything else available.
Nothing in this section transfers ownership of anything. Section 6 governs who owns Glysten Books, and Section 8 governs who owns your data.
Questions, notices, and disputes under Section 26: [ADD CONTACT EMAIL AND POSTAL ADDRESS]