Slate

Terms of Service

Effective Date: July 2, 2026

Last Updated: July 2, 2026

1. Agreement to These Terms

These Terms of Service (the "Terms") constitute a legally binding agreement between you ("you," "your," or "Customer") and Slate Platform LLC, a Florida limited liability company ("Slate," "we," "us," or "our"), governing your access to and use of the financial management platform available at slatedash.io (the "Platform" or the "Service").

By accessing or using the Service, creating an account, or clicking to accept these Terms, you acknowledge that you have read, understood, and agree to be bound by these Terms and by our Privacy Policy, which is incorporated herein by reference. If you do not agree to these Terms, you may not access or use the Service.

PLEASE READ SECTION 17 (DISPUTE RESOLUTION; ARBITRATION; CLASS-ACTION WAIVER) CAREFULLY, AS IT AFFECTS YOUR LEGAL RIGHTS, INCLUDING YOUR RIGHT TO BRING A LAWSUIT IN COURT AND TO HAVE DISPUTES HEARD BY A JURY OR AS PART OF A CLASS ACTION.

If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind that entity, and "you" refers to that entity.

2. Description of the Service

Slate is a multi-tenant, software-as-a-service financial management platform designed for creative service businesses, including video production companies, photographers, event professionals, and freelancers. The Service provides tools for invoicing, expense tracking, job and pipeline management, client and subcontractor management, asset and depreciation tracking, financial reporting, tax estimation, and optional integration with third-party financial services including Stripe, Plaid, and QuickBooks (Intuit).

The Service is offered to businesses and individuals in the United States. We may modify, enhance, or discontinue features of the Service from time to time and will use reasonable efforts to notify you of material changes that adversely affect your use of the Service.

3. Eligibility and Account Registration

  • You must be at least eighteen (18) years of age, located in the United States, and capable of forming a binding contract to use the Service.
  • You agree to provide accurate, current, and complete information during registration — including a valid business email address — and to keep that information up to date.
  • You are responsible for safeguarding your account credentials and for all activities that occur under your account. We strongly encourage you to enable multi-factor authentication.
  • You must promptly notify us of any unauthorized use of your account or any other breach of security.
  • You are responsible for maintaining one account per business entity unless otherwise agreed.

4. Subscriptions, Fees, and Payment

  • Subscription model. The Service is offered on a subscription basis at $20 per month, billed through our payment processor, Stripe. Current pricing is presented at slatedash.io.
  • Billing. Subscription fees are billed in advance on a recurring monthly basis. By subscribing, you authorize us and Stripe to charge your designated payment method on a recurring basis until you cancel.
  • Cancellation (cancel-at-period-end). You may cancel at any time from your Settings or through the Stripe billing portal. Cancellation stops future renewals; your access continues through the end of the billing period you have already paid for, and is not renewed thereafter.
  • Failed payments; grace period. If a renewal payment fails, Stripe's standard retry and dunning process applies. During this period your subscription may be treated as past due while payment is retried; if payment is not ultimately collected, your subscription may lapse and your access may be suspended. We rely on Stripe's native billing lifecycle for these retries and status changes.
  • Non-refundable. Except as expressly stated in these Terms or as required by applicable law, all fees are non-refundable, and there are no refunds or credits for partial periods, unused features, or downgrades.
  • No platform fee on your invoices. Slate charges no platform or transaction fee on the invoice payments you collect from your clients. Third-party payment-processing fees still apply and are addressed in Section 4A.
  • Price changes and third-party pricing dependency. We may change our subscription pricing upon at least thirty (30) days' notice, with changes taking effect at the start of your next billing cycle. In addition, any pricing comparisons or figures we publish (including on our website) are based on publicly listed rates as of the stated date, and both Slate's own pricing and the third-party pricing such comparisons reference — including QuickBooks, Stripe, and Plaid — are set by those companies and may change at any time, which may affect those figures. This clause is intended to align with, and formalize, the pricing disclaimer presented on our website.
  • Taxes. You are responsible for any applicable taxes, other than taxes based on Slate's net income.

4A. Payment Collection; Stripe Connect; Merchant of Record

If you choose to collect payments from your clients through the Platform, you will create or connect a Stripe Express connected account and complete Stripe's identity-verification (KYC) process.

  • You are the merchant of record. Payments your clients make on your invoices are processed as direct charges on your connected account and settle to your bank account. You — not Slate — are the merchant of record for those transactions. Slate is not a party to, and assumes no responsibility for, the underlying transaction between you and your client, including the goods or services provided, disputes, chargebacks, refunds, or taxes.
  • No Slate fee; processor fees apply. Slate charges no platform fee on these payments. However, Stripe's standard payment-processing fees apply to each transaction and are your responsibility, and are deducted by Stripe. Those rates are set by Stripe and may change.
  • Stripe's terms govern. Your connected account is subject to Stripe's Connected Account Agreement and other Stripe terms. You represent that you are eligible to use Stripe and that your use of it complies with those terms and applicable law.

5. Beta, Early Access, and Promotional Access

The Service is currently offered on an early-access basis, and certain features may be identified as "beta," "preview," or "early access." Any such feature is provided "as is" and without warranty of any kind, may be modified or discontinued at any time, and may be subject to additional terms. Beta features may contain errors and should not be relied upon for critical business or financial decisions. From time to time we may, in our sole discretion, offer promotional or complimentary access (for example, through a promotional code); any such access is subject to these Terms and may be modified or revoked at any time. To the maximum extent permitted by law, our liability with respect to beta and promotional access is limited as set forth in Section 13.

6. Acceptable Use

You agree that you will not, and will not permit any third party to:

  • Use the Service for any unlawful, fraudulent, or unauthorized purpose;
  • Violate any applicable local, state, national, or international law or regulation;
  • Attempt to gain unauthorized access to the Service, other accounts, or any systems or networks connected to the Service;
  • Probe, scan, or test the vulnerability of the Service, or breach or circumvent any security or authentication measures;
  • Reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code of the Platform, except to the extent such restriction is prohibited by law;
  • Copy, modify, distribute, sell, sublicense, or create derivative works of any part of the Service except as expressly permitted;
  • Introduce or transmit any viruses, malware, or other harmful code;
  • Interfere with or disrupt the integrity or performance of the Service;
  • Use the Service to store or transmit infringing, libelous, or otherwise unlawful material, or material that violates the rights of any third party;
  • Use the Service or its payment features to facilitate money laundering, fraud, or any transaction you are not authorized to make;
  • Misrepresent your identity or affiliation, or impersonate any person or entity; or
  • Use any automated means to access the Service in a manner that sends more requests than a human could reasonably produce, except through our supported interfaces.

We reserve the right to investigate and take appropriate action against anyone who violates this Section, including suspending or terminating accounts and reporting to law enforcement.

7. Third-Party Integrations and Services

The Service integrates with third-party services, including Stripe, Plaid, and QuickBooks (Intuit). Your use of any third-party service through the Platform is subject to that third party's own terms of service and privacy policy, which you are responsible for reviewing and complying with.

Slate does not control and is not responsible for the availability, accuracy, reliability, security, or conduct of any third-party service. We do not guarantee that any integration will remain available, and a third party's change, suspension, or discontinuation of its services may affect the corresponding functionality within the Platform. Your relationship with any third-party provider is solely between you and that provider.

8. QuickBooks Integration

If you connect your QuickBooks account, you authorize Slate to access your QuickBooks data on a read-only basis solely for the purpose of importing your financial information into the Platform. Slate does not write to, alter, or delete your QuickBooks records. You may revoke this authorization at any time through your Settings. Your use of the QuickBooks integration is additionally subject to Intuit's applicable terms, and you represent that you are authorized to connect the QuickBooks account you link.

9. Your Data and Ownership

  • You own your data. As between you and Slate, you retain all right, title, and interest in and to the financial data and other content you import into or create within the Platform ("Customer Data"). Slate does not claim ownership of Customer Data.
  • License to us. You grant Slate a limited, non-exclusive, worldwide, royalty-free license to host, store, process, transmit, and display Customer Data solely as necessary to provide, maintain, secure, and improve the Service for you, and as otherwise permitted by our Privacy Policy.
  • Your responsibility. You represent and warrant that you have all rights necessary to provide Customer Data to the Service — including any third-party personal information you upload, such as a subcontractor's Form W-9 — and that your provision and our use of Customer Data as contemplated by these Terms will not violate any law or third-party right. You are solely responsible for the accuracy, quality, and legality of Customer Data.
  • Backups. While we take reasonable measures to maintain the Service, you are encouraged to retain independent copies of your important records. Account deletion is permanent (see Section 16).

10. Data Security

Slate implements reasonable security measures designed to protect Customer Data, including encryption of data in transit, encryption at rest for sensitive third-party connection tokens (using AES-256-GCM), access-controlled file storage for uploaded documents, logical tenant isolation through database row-level security, hashed storage of multi-factor backup codes, application-level rate limiting, and support for multi-factor authentication. Despite these measures, no method of transmission or storage is completely secure, and we cannot and do not guarantee that the Service will be free from unauthorized access. You acknowledge that you provide Customer Data at your own risk.

11. Financial, Tax, and Professional Advice Disclaimer

The Service provides financial reports, projections, tax estimates, and related insights for informational purposes only. Slate is not an accounting firm, tax advisor, financial advisor, or law firm, and nothing in the Service constitutes accounting, tax, legal, investment, or other professional advice. Reports and estimates generated by the Platform — including tax estimates — are based on the data you provide and on assumptions that may not reflect your specific circumstances. You should consult a qualified professional before making financial, tax, or legal decisions. You are solely responsible for your own tax filings, financial decisions, and compliance obligations.

12. Intellectual Property; Copyright Complaints

The Service, including its software, code, design, user interface, features, text, graphics, logos, and the "Slate" name and marks (collectively, excluding Customer Data, the "Slate IP"), is owned by Slate Platform LLC and is protected by United States and international intellectual property laws. Except for the limited right to use the Service in accordance with these Terms, no rights in the Slate IP are granted to you. You may not copy, modify, distribute, sell, lease, or create derivative works of any portion of the Slate IP without our prior written consent.

If you provide us with feedback, suggestions, or ideas about the Service, you grant us a perpetual, irrevocable, royalty-free license to use them without restriction or compensation to you.

Copyright complaints. We respect the intellectual property rights of others. If you believe content available through the Service infringes your copyright, please send a written notice to support@slatedash.io that includes: (a) a description of the copyrighted work you claim has been infringed; (b) a description of where the allegedly infringing material is located; (c) your contact information; (d) a statement that you have a good-faith belief that the use is not authorized by the copyright owner, its agent, or the law; and (e) a statement, under penalty of perjury, that the information in your notice is accurate and that you are the copyright owner or are authorized to act on the owner's behalf. We may remove allegedly infringing material and terminate the accounts of repeat infringers.

13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:

(a) IN NO EVENT WILL SLATE PLATFORM LLC, ITS MEMBERS, MANAGERS, OFFICERS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR RELATING TO THESE TERMS OR YOUR USE OF (OR INABILITY TO USE) THE SERVICE, WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), STATUTE, OR ANY OTHER LEGAL THEORY, EVEN IF SLATE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

(b) SLATE'S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE GREATER OF (i) THE TOTAL AMOUNT YOU PAID TO SLATE IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (ii) ONE HUNDRED U.S. DOLLARS ($100).

(c) SLATE IS NOT LIABLE FOR THE ACTS OR OMISSIONS OF, OR SERVICES PROVIDED BY, ANY THIRD-PARTY PAYMENT PROCESSOR, BANK-CONNECTIVITY PROVIDER, OR OTHER THIRD-PARTY SERVICE, INCLUDING STRIPE, PLAID, AND INTUIT, OR FOR ANY TRANSACTION BETWEEN YOU AND YOUR CLIENTS.

(d) THE LIMITATIONS IN THIS SECTION APPLY TO THE FULLEST EXTENT PERMITTED BY LAW. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES, SO SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.

14. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY. TO THE MAXIMUM EXTENT PERMITTED BY LAW, SLATE DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. SLATE DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE; THAT DEFECTS WILL BE CORRECTED; OR THAT THE SERVICE OR ITS OUTPUTS (INCLUDING FINANCIAL REPORTS AND TAX ESTIMATES) WILL BE ACCURATE, COMPLETE, OR RELIABLE. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED FROM SLATE OR THROUGH THE SERVICE, CREATES ANY WARRANTY NOT EXPRESSLY STATED IN THESE TERMS.

15. Indemnification

You agree to defend, indemnify, and hold harmless Slate Platform LLC and its members, managers, officers, employees, and agents from and against any and all claims, damages, obligations, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of any applicable law or any rights of a third party; (d) Customer Data, including any claim that Customer Data infringed or violated the rights of a third party; or (e) any transaction, dispute, or chargeback between you and your clients arising from payments you collect through the Platform.

16. Term, Suspension, and Termination

  • By you. You may cancel your subscription and delete your account at any time through your Settings. Deleting your account is permanent and irreversible and results in the deletion of your data as described in our Privacy Policy (including instructing Plaid to remove connected bank Items, revoking any QuickBooks authorization, and deleting your uploaded files and database records). We recommend exporting any records you wish to keep before deleting.
  • By us. We may suspend or terminate your access to the Service, with or without notice, if you violate these Terms, fail to pay applicable fees, or engage in conduct that we reasonably believe may harm Slate, other users, or third parties, or if required to do so by law.
  • Effect of termination. Upon termination, your right to access and use the Service ceases. Where we terminate an account for reasons other than your own deletion request, we will, where reasonably practicable and not otherwise required by law, allow a reasonable period to export Customer Data before deletion, except that data will be handled in accordance with our Privacy Policy.
  • Survival. Provisions that by their nature should survive termination — including ownership, disclaimers, limitations of liability, indemnification, dispute resolution, and governing law — will survive.

17. Dispute Resolution; Arbitration; Class-Action Waiver

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS.

  • Informal resolution first. Before initiating any formal proceeding, you agree to first contact us at support@slatedash.io and attempt to resolve the dispute informally. We will attempt in good faith to resolve any dispute within sixty (60) days of receiving your written notice.
  • Binding arbitration. If the dispute is not resolved within sixty (60) days, you and Slate agree that any dispute, claim, or controversy arising out of or relating to these Terms or the Service that cannot be resolved informally will be resolved by binding arbitration administered by a recognized arbitration provider under its applicable rules, rather than in court, except as provided below. The arbitration will be conducted in the State of Florida, or remotely where permitted, and judgment on the award may be entered in any court of competent jurisdiction.
  • Exceptions. Either party may (a) bring an individual claim in small-claims court if it qualifies, and (b) seek injunctive or equitable relief in a court of competent jurisdiction to protect its intellectual property or confidential information.
  • Class-action waiver. You and Slate agree that each may bring claims against the other only in your or its individual capacity, and not as a plaintiff or class member in any purported class, collective, or representative proceeding. The arbitrator may not consolidate more than one person's claims or preside over any form of representative or class proceeding.
  • Your right to opt out. You may opt out of this arbitration agreement by sending written notice to support@slatedash.io within thirty (30) days of first accepting these Terms. If you opt out, the provisions of Section 18 (Governing Law and Venue) will govern any dispute. Opting out of arbitration does not affect any other provision of these Terms.
  • Severability. If the class-action waiver is found unenforceable as to a particular claim, that claim will be severed and may proceed in court, while the remainder of this Section continues to apply.

18. Governing Law and Venue

These Terms, and any dispute or claim arising out of or relating to them or the Service, are governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict-of-laws principles. Subject to Section 17 (Dispute Resolution; Arbitration; Class-Action Waiver), you agree that the exclusive venue for any dispute not subject to arbitration will be the state and federal courts located in Hillsborough County, Florida, and you consent to the personal jurisdiction of those courts.

19. Changes to These Terms

We may revise these Terms from time to time. When we make material changes, we will update the "Last Updated" date above and provide notice as appropriate (such as by email or through the Platform). Your continued use of the Service after the revised Terms take effect constitutes your acceptance of the changes. If you do not agree to the revised Terms, you must stop using the Service.

20. Miscellaneous

  • Entire agreement. These Terms, together with our Privacy Policy and any order or plan terms you accept, constitute the entire agreement between you and Slate regarding the Service and supersede all prior agreements and understandings.
  • Severability. If any provision of these Terms is held invalid or unenforceable, that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions will remain in full force and effect.
  • No waiver. Our failure to enforce any provision is not a waiver of our right to do so later.
  • Assignment. You may not assign or transfer these Terms without our prior written consent. We may assign these Terms without restriction, including in connection with a merger, acquisition, or sale of assets.
  • Force majeure. We will not be liable for any delay or failure to perform resulting from causes beyond our reasonable control.
  • Relationship. Nothing in these Terms creates any partnership, joint venture, agency, or employment relationship between you and Slate.

21. Contact

If you have questions about these Terms, please contact us:

Slate Platform LLC

General and support inquiries: support@slatedash.io

Privacy and data inquiries: privacy@slatedash.io

Website: slatedash.io