Terms of Service

These Terms of Service (the “Terms”) are a legal agreement between you and Pacific Ally LLC, a Washington limited liability company doing business as “DashboardDriven” (and as “DocuDriven” for our separate document-services line) (“we,” “us,” or “Pacific Ally”). The Terms govern your access to and use of the websites, applications, and services we provide under the DashboardDriven name (collectively, the “Service”).

By creating an account, clicking “I agree” (or similar), or otherwise using the Service, you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the Service.

Our principal place of business is in Vancouver, Washington, United States.

DashboardDriven is a data-visualization and analytics platform. You can connect data sources you control (for example accounting software, spreadsheets, CRMs, time-tracking tools, work-management tools, document libraries, SQL databases, and manual entry), and we will pull, normalize, and present that data on configurable dashboards. Features include automatic and on-demand syncing, computed metrics, forecasting and pattern-detection tools, monitoring widgets and alerts, scheduled and on-demand exports, public share links, and AI-assisted summaries and chart authoring. Specific features vary by subscription plan and add-on selection.

We continually develop the Service and may add, modify, deprecate, or remove features. Material reductions in functionality on a plan you have paid for will be announced with reasonable notice.

To use the Service you must create an individual account, and to access most features you must belong to an organization (also called a “tenant” or “workspace”). You are responsible for safeguarding your credentials and for activity that occurs through your account. Notify us promptly at the contact address below if you suspect unauthorized use.

You must be at least 18 years old to create an account or accept these Terms. If you create or administer an organization on behalf of an employer, client, household, or other entity, you represent and warrant that you have the authority to bind that entity to these Terms, and the Terms apply jointly to you and to that entity.

An organization's administrators and owners can see member lists, set roles and data-access policies, configure data sources, manage billing, and add or remove members. Members are bound by the configuration their administrators choose, including any data-policy restrictions on what dashboards or records they can view.

As between you and us, you retain ownership of the data you (or your data sources) upload, connect, or otherwise make available through the Service (“Your Data”).

You grant us a worldwide, non-exclusive, royalty-free license to host, store, copy, transmit, process, analyze, and display Your Data solely to operate, maintain, secure, and improve the Service for you and your organization, to send the communications described in Section 9, and to comply with law. We may also use de-identified, aggregated information derived from Your Data to monitor and improve the Service. We do not sell Your Data and we do not use Your Data to train third-party AI models. See our Privacy Policy for the full description of how Your Data is handled.

You are responsible for ensuring that you have the rights and permissions necessary to upload, connect, and process Your Data through the Service, including any data about third parties (for example customers, employees, vendors, or household members).

You agree not to:

• Use the Service for any unlawful purpose or in violation of applicable laws, regulations, or third-party rights;
• Upload or transmit malicious code, viruses, or material that infringes intellectual-property or privacy rights;
• Use the Service to store or process special-category personal data (for example government identifiers, payment card primary account numbers, or protected health information governed by HIPAA) unless we have separately agreed in writing to support that data type;
• Attempt to gain unauthorized access to any portion of the Service, another tenant's data, or our infrastructure, or interfere with the integrity or performance of the Service;
• Probe, scan, or test the vulnerability of the Service or attempt to bypass security or authentication controls, except as part of a responsible-disclosure program we offer in writing;
• Resell, sublicense, or commercially exploit the Service except as expressly permitted by your subscription;
• Scrape, crawl, or systematically extract content or data from the Service except through documented APIs and within applicable rate limits;
• Use the Service to build, train, or improve a competing product or service, or to extract our software or model outputs for that purpose; or
• Misrepresent your identity or your authority to bind any organization.

The Service integrates with third-party platforms — including, among others, QuickBooks, Microsoft 365 / OneDrive / SharePoint, Google Workspace, HighLevel, Clockify, monday.com, and direct SQL connections — and with infrastructure providers such as Google Cloud Platform, Stripe (payments), Resend (transactional email), Vercel (web hosting), Firebase (authentication), and Anthropic (AI). When you connect a third-party data source, the third party's own terms of service and privacy policy continue to apply to data the third party holds. You authorize us to access the scopes you grant during the integration setup and to retrieve, cache, and process the resulting data to power your dashboards.

We are not responsible for the availability, accuracy, completeness, or content of third-party services, and we may suspend or limit a third-party integration if the third party changes its API or terms or if continued operation would breach an applicable policy.

Certain features of the Service use large language models (LLMs) to assist with tasks such as written summaries of your dashboards, chart authoring from natural-language prompts, mapping spreadsheet columns to metrics, suggesting tracking ideas, and detecting historical patterns. When you use one of these features, we send the specific inputs needed to fulfill the request — which may include selected portions of Your Data — to our AI provider (currently Anthropic, PBC). We have a commercial arrangement with our AI provider under which your inputs are not used to train the provider's models, are processed only to fulfill your request, and are discarded after the response is returned.

AI outputs are generated automatically and may be incomplete, inaccurate, or misleading. You are responsible for reviewing AI outputs before relying on them, and you must not present AI-generated content as advice that requires a licensed professional (for example legal, financial, tax, or medical advice). Administrators can restrict who in their organization may use AI features and can disable AI features for the organization in workspace settings.

Paid subscriptions are billed in advance on a monthly or annual cycle that begins on the date you start the subscription (or, for free trials, on the date the trial converts). You authorize us, directly or through our payment processor, to charge your payment method for all fees applicable to your plan, add-ons, overage usage above the included caps, and applicable taxes. Subscription fees are non-refundable except where required by law or where we expressly say otherwise.

We may change pricing or change which features are included in a plan with at least 30 days' prior notice (for material changes that affect what you already pay for). Your continued use of the Service after a change takes effect is your acceptance of the new pricing or plan composition. Add-on and usage-based charges are billed against the rates published on our pricing page at the time the usage is incurred.

We may offer free trials or promotional terms in our discretion and may modify or end them at any time. Unless the trial offer says otherwise, a trial does not require a credit card and will not automatically convert to a paid subscription — you will need to start a paid subscription before any paid features become available beyond the trial period.

By using the Service you agree to receive transactional communications from us, including service notices, invoices, security alerts, invitations, and product update emails. You can manage marketing emails through the unsubscribe link in any marketing message; you cannot opt out of transactional communications while you have an active account.

The Service — including its software, design, user-interface elements, documentation, and the DashboardDriven and DocuDriven marks — is owned by Pacific Ally LLC and our licensors and is protected by United States and international intellectual-property laws. We grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service in accordance with these Terms while your account is active. You may not copy, modify, distribute, sell, lease, sublicense, or reverse-engineer any part of the Service except as applicable law expressly permits without the possibility of contractual waiver.

Feedback you give us about the Service is non-confidential and may be used by us without restriction or compensation to you.

During your use of the Service and for a period of twelve (12) months after the date your last paid subscription terminates (whether the termination is voluntary or involuntary, and regardless of the reason), you and your organization will not, in any geographic region where you used the Service to operate any portion of your business or organization, do any of the following, whether as a principal, employee, contractor, consultant, advisor, founder, partner, joint venturer, board member, financier, or in any other capacity:

• Develop, market, sell, license, host, or operate any product or service that is substantially competitive with the Service or with any other product or service that Pacific Ally has publicly announced or that you became aware of through your use of the Service;
• Use the Pacific Ally Confidential Information described in Section 12 — including without limitation our connector field-mapping schemas, our metric taxonomy, our derivation-rule and assembly-engine architectures, our user-interface layouts and interaction patterns, our AI prompts and prompt-engineering choices, the structure of our API responses, and the contents of our documentation — to design, train, refine, or operate a competing product or service; or
• Solicit any employee or contractor of Pacific Ally to leave their engagement with Pacific Ally and join a competing product or service.

For purposes of this Section, a “substantially competitive” product or service means one whose primary purpose is to ingest, normalize, and visualize data from one or more business or personal data sources (for example accounting software, customer-relationship management, time tracking, work management, document libraries, spreadsheets, or databases) for the purpose of multi-source dashboarding or analytics.

Nothing in this Section prevents you from using other dashboarding, business-intelligence, or analytics products to which you separately subscribe; from building internal dashboards for your own organization's use using widely available technologies that do not incorporate Pacific Ally Confidential Information; or from engaging in any activity that the laws of your jurisdiction protect against waiver by contract. The geographic scope and duration of this Section are intended to be no broader than reasonably necessary to protect Pacific Ally's legitimate business interests; if a court of competent jurisdiction finds them broader than allowed by law, this Section shall be enforced to the maximum extent the law permits, and the parties authorize the court to reform the offending portion only to the minimum extent necessary to render it enforceable.

You acknowledge that a breach of this Section would cause Pacific Ally irreparable harm for which monetary damages would be an inadequate remedy, and that Pacific Ally is entitled to seek injunctive and other equitable relief in addition to any other rights and remedies available at law.

In the course of using the Service, each party may receive non-public information about the other.

Pacific Ally Confidential Information means information about us or the Service that is not generally known to the public and that you receive through your use of the Service or your business relationship with us — including, without limitation, beta-program features and access codes, our security configurations and incident-response procedures, our pricing for custom or non-standard plans, our roadmap details, our internal documentation, the structure and content of our administration and analytics interfaces, our connector mapping schemas, our metric taxonomy, our derivation-rule and assembly-engine architectures, our AI prompts, and the technical details of how the Service is implemented. You agree to use Pacific Ally Confidential Information only to use the Service for its intended purpose, not to disclose it to any third party (other than your employees, contractors, and professional advisors who have a need to know and who are bound by confidentiality obligations at least as protective as this Section), and to protect it with the same degree of care you use for your own confidential information of similar importance — and in no event less than a reasonable degree of care.

Your Confidential Information means Your Data and any other information you submit to the Service or share with us that is marked or that a reasonable recipient would understand to be confidential. We will protect Your Confidential Information as described in our Privacy Policy and these Terms, will use it only to operate, secure, and improve the Service for you, and will not disclose it to any third party except as expressly permitted by these Terms or with your consent.

Neither party's confidentiality obligations apply to information that (a) is or becomes publicly known through no breach of these Terms, (b) was rightfully known to the receiving party before disclosure without an obligation of confidentiality, (c) is rightfully obtained by the receiving party from a third party without restriction on disclosure, or (d) is independently developed by the receiving party without reference to the disclosing party's confidential information. If a party is legally compelled to disclose the other party's confidential information, it will give reasonable advance notice (to the extent permitted by law) so the other party can seek a protective order.

Each party acknowledges that breach of this Section may cause the other irreparable harm for which monetary damages would be an inadequate remedy, and that the non-breaching party is entitled to seek injunctive and other equitable relief in addition to its other rights and remedies.

Your use of the Service is governed by our Privacy Policy, which is incorporated into these Terms by reference. We host each organization's primary records in an isolated per-organization database; we encrypt data in transit and at rest; we use industry-standard secrets management for credentials we store on your behalf; and we apply role-based access controls within the Service. No system is perfectly secure, however, and you are responsible for choosing strong authentication for your account (we support email + password and several SSO providers via our authentication subprocessor) and for the access roles you grant within your organization.

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ACCURACY OR COMPLETENESS OF DATA OR AI OUTPUTS. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR THAT ANY DATA WILL BE PRESERVED INDEFINITELY. YOU USE THE SERVICE AT YOUR OWN RISK AND ARE RESPONSIBLE FOR MAINTAINING YOUR OWN BACKUPS OF ANY DATA OR REPORTS YOU NEED TO PRESERVE.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, NEITHER PACIFIC ALLY LLC NOR ITS OWNERS, OFFICERS, EMPLOYEES, OR SUPPLIERS WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITY, ARISING OUT OF OR IN CONNECTION WITH THESE TERMS OR THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL CUMULATIVE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).

The limitations in this Section apply to the maximum extent permitted by law and survive termination of your account.

You will defend, indemnify, and hold harmless Pacific Ally LLC and our owners, officers, and employees from and against any third-party claim, demand, loss, or expense (including reasonable attorneys' fees) arising out of or related to (a) Your Data or your use of the Service, (b) your breach of these Terms, or (c) your violation of any law or third-party right. We may, at our option, assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which case you will cooperate with us in asserting any available defenses.

These Terms remain in effect while you have an account or are using the Service. You may cancel your subscription at any time from your organization's billing settings; cancellation stops further renewal but does not entitle you to a refund of fees already paid for the current billing period. You may close your account by contacting us; closing your account ends all subscriptions and removes your access.

We may suspend or terminate your access to the Service if you materially breach these Terms (including non-payment), if continued provision creates legal or security risk, or if we discontinue the Service in whole or in part. We will provide reasonable notice where practicable. We may also suspend specific features (for example public share links or AI calls) if doing so is necessary to protect the Service, our other customers, or you.

Following termination we retain Your Data for a limited period to allow recovery and to comply with legal obligations, after which it may be permanently deleted. The exact retention period is described in our Privacy Policy.

These Terms are governed by the laws of the State of Washington, United States, without regard to its conflict-of-laws principles. The exclusive venue for any dispute arising out of or relating to these Terms or the Service is the state or federal courts located in Clark County, Washington, and you consent to the personal jurisdiction of those courts. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

We may update these Terms from time to time. For material changes we will notify you by email or by a prominent notice in the Service before the changes take effect. Your continued use of the Service after the effective date of an updated version is your acceptance of the updates. If you do not agree to an updated version you must stop using the Service before the effective date.

Entire agreement. These Terms (together with our Privacy Policy and any plan- or feature-specific terms we link from within the Service) are the entire agreement between you and Pacific Ally LLC about the Service. They supersede any prior agreements, promises, conditions, representations, or understandings between us about the Service.

Severability. If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, the remaining provisions will remain in full force and effect. The affected provision shall be reformed to the minimum extent necessary to render it enforceable and to give effect to the parties' original intent, and the remainder of these Terms shall continue in effect as so reformed.

No waiver. Our failure or delay to enforce any right or provision of these Terms is not a waiver of that right or provision. A waiver by Pacific Ally is effective only if in writing and signed by an authorized representative of Pacific Ally, and a single or partial waiver does not preclude further exercise of any other right.

Survival. Sections that by their nature should survive termination of these Terms or of your account — including the provisions about Your Data ownership during the retention period (Section 4), Acceptable use (Section 5), AI features (Section 7, as to the no-misrepresentation language), Subscriptions, fees, and billing (Section 8, as to unpaid amounts), Intellectual property (Section 10), Noncompetition (Section 11), Confidentiality (Section 12), Disclaimers (Section 14), Limitation of liability (Section 15), Indemnity (Section 16), Governing law and venue (Section 18), and these Miscellaneous provisions (Section 20) — survive termination.

Assignment. You may not assign these Terms or any rights under them, in whole or in part, without our prior written consent. We may assign these Terms to an affiliate or to a successor in connection with a merger, acquisition, reorganization, or sale of substantially all of our assets, in each case with notice to you.

Notices. Notices we give you may be delivered by email to the address on your account or by posting them in the Service. Notices you give us must be sent to the addresses in Section 21.

Force majeure. Neither party will be liable for any failure or delay in performing its obligations under these Terms to the extent caused by a circumstance beyond its reasonable control — including acts of God, fire, flood, earthquake, war, terrorism, civil unrest, governmental action, labor disputes, internet or telecommunications failures, third-party service outages, or pandemic.

Headings. The headings of these Sections are for convenience only and do not affect interpretation.

Questions about these Terms? Contact Pacific Ally LLC at legal@dashboarddriven.com, or by mail at:

Pacific Ally LLC
PO Box 823102
Vancouver, WA 98682
United States