Terms of service
Terms of Service
These terms govern your use of clerdataflousa.com, operated by ClerDataFlo USA from 770 Innovation Way, San Jose, CA 95134, USA. By using the site, you agree to these terms.
ClerDataFlo USA publishes educational material about bookkeeping and accounting workflow automation — invoice capture, approval routing, expense reporting, reconciliation, and the tools US teams use to run those processes. These terms explain what you may do with that material, what we promise, and what we do not.
Use of the site
The site provides educational information about bookkeeping and accounting workflow automation. You may read, reference, and share the content for personal or internal business use. You may not republish content as your own or use it to train automated systems without permission.
What this means in practice
Reading and internal reference
Forward a page to a colleague, print a guide for a team meeting, or keep a copy in your own working notes. No permission needed for that.
Linking to the site
You may link to any public page. Please do not frame the content so that it appears to be published by someone else.
Republishing
Copying an article onto your own site, into a paid course, or into a newsletter you sell is not allowed without written permission.
Automated collection
Scraping the site to build a dataset or to train a model requires our permission first. Ask by email and describe what you intend to build.
No professional advice
Content on this site is general information, not accounting, tax, legal, or financial advice. It does not create a professional relationship. Consult a qualified professional before making decisions about your books or your business.
Where the line sits
A guide explaining how approval routing usually works is information. Advice on which approvals your specific company should require is a professional engagement — with a different scope, a different liability, and a person who knows your books.
No professional relationship
Reading this site, emailing us a question, or receiving a reply does not create an accountant-client, attorney-client, or advisor relationship.
Software behavior changes
Accounting platforms update their features, pricing, and limits regularly. Confirm anything important against the vendor's own current documentation before you act on it.
Your jurisdiction may differ
Tax rules, filing deadlines, and record-retention requirements vary by state and by entity type. Nothing here substitutes for local guidance.
Decisions remain yours
Choosing a tool, changing a chart of accounts, or reworking an approval chain is your call and your responsibility. We are not a party to that decision.
Where to go next
If a question needs a professional answer, the safest route is a licensed CPA or attorney who can review your actual records. Our FAQ page covers the questions readers ask most often about the site itself.
Accuracy
Written carefully, still not a warranty
We aim to keep content accurate and current, but software products and market conditions change. We make no warranty that any page is complete or up to date, and we are not responsible for decisions made based on the content.
Each guide names the process it describes and the conditions under which that process usually holds. Where a vendor changes a workflow, the older description may lag behind the product. Treat every page as a starting point for your own verification, not as a final specification.
Corrections
Tell us what changed
If a page describes a feature that has moved, been renamed, or been retired, send a note. We review correction requests and update the pages we can verify.
Useful details: the page address, what you expected to find, and what the vendor currently states. Screenshots are welcome but not required.
Third-party names
Belong to their owners
Vendor and product names referenced on this site are the property of their respective owners. References describe publicly available positioning and do not imply endorsement, partnership, or affiliation.
No vendor has reviewed, approved, or sponsored the content of this site.
A note on your submissions
User submissions
If you submit a question, correction, or suggestion, you grant us permission to use it to improve the site. We will not publish your name or contact details without asking.
This permission covers editing your note for length and clarity, folding it into a guide, or using it as the starting point for a new explanation. It does not transfer ownership of anything else you send us.
Please do not send confidential business records, bank statements, or client data through a general message. Those belong in a proper professional engagement with the right safeguards in place.
What happens after you send a note
We read it
Messages go to the same inbox as everything else at ClerDataFlo USA. We read every one, and replies usually go out during working hours, Monday to Friday, 9:00 AM to 6:00 PM.
We check the claim
A correction is verified against current vendor documentation before any page is changed. If we cannot confirm it, we say so.
We credit only if you ask
Names are added only with your explicit consent. Otherwise the correction lands quietly and the page improves.
Limitation of liability
To the extent permitted by law, ClerDataFlo USA is not liable for indirect or consequential losses arising from use of the site.
That includes lost profits, lost time, interrupted workflows, or costs of substitute services. Some jurisdictions do not allow certain exclusions, so parts of this section may not apply to you.
Changes to these terms
We may update these terms from time to time. Continued use of the site after changes means you accept the updated terms.
The date at the top of this page reflects the most recent revision. If a change is material, we will note it on the page rather than bury it in a footnote.
Governing law
These terms are governed by the laws of the State of California, United States.
If any provision is found unenforceable, the remaining provisions continue in effect. This page records the whole agreement between you and ClerDataFlo USA about use of the site.
Questions readers ask about these terms
Short answers to the points that come up most often. If your question is not here, email us and we will add it when it applies to other readers too.
Can I quote a page in my own newsletter?
A short quote with a link back to the page is fine. Lifting the whole article into your newsletter, or presenting it as your own research, is not. When in doubt, ask first — most requests are answered the same day.
Does using this site create a client relationship?
No. ClerDataFlo USA publishes educational content. Reading it, or sending us a question about it, does not make us your accountant, tax preparer, attorney, or advisor. Those relationships require a separate agreement with a licensed professional.
Why do you mention vendor names at all?
Because readers are comparing tools and need the names they will actually see in a procurement conversation. A reference describes publicly available positioning only. It is not an endorsement, and no vendor has reviewed or sponsored our pages. Product names belong to their owners.
What should I do if a page looks out of date?
Send the page address and a line about what changed. We verify corrections against current vendor documentation before editing, so including the vendor's own source speeds things up considerably.
Which pages can I start with?
The AP automation guide is the broadest starting point. Teams that already know their bottleneck usually go straight to invoice capture and coding or reconciliation and month-end close.
Questions about these terms
Questions about these terms can be sent to [email protected] or by mail to 770 Innovation Way, San Jose, CA 95134, USA.
We answer during working hours, Monday to Friday, 9:00 AM to 6:00 PM. Include the page address if your question is about a specific guide, and we will point you to the right part of it.
Office
ClerDataFlo USA
770 Innovation Way
San Jose, CA 95134, USA
Monday to Friday, 9:00 AM to 6:00 PM.