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Terms of Service

Last updated: December 2025

Acceptance of Terms

By accessing or using SpendStory ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, do not use the Service. We reserve the right to modify these Terms at any time, and your continued use of the Service constitutes acceptance of any changes.

Description of Service

SpendStory is an entertainment service that connects to your bank accounts through Plaid to analyze your transaction history and generate personalized spending narratives using artificial intelligence. The Service creates a "Spotify Wrapped"-style experience for your finances, providing insights, visualizations, and humorous commentary about your spending patterns.

Eligibility

To use SpendStory, you must:

  • Be at least 18 years of age
  • Have the legal capacity to enter into a binding agreement
  • Be the authorized holder of any bank accounts you connect
  • Not be prohibited from using the Service under applicable law

Bank Account Access

By connecting your bank account through Plaid, you:

  • Authorize us to access your transaction history and account information in read-only mode
  • Confirm you are the authorized account holder or have permission to connect the account
  • Acknowledge that Plaid's terms and privacy policy also apply to your use of their services
  • Understand that we cannot move money, make payments, or access your login credentials

You may revoke access at any time through your bank's settings or the Plaid Portal.

Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any applicable laws
  • Connect bank accounts that you do not own or are not authorized to access
  • Attempt to gain unauthorized access to our systems or other users' data
  • Interfere with or disrupt the Service or servers connected to the Service
  • Reverse engineer, decompile, or disassemble any part of the Service
  • Use automated systems (bots, scrapers) to access the Service
  • Resell, redistribute, or commercially exploit the Service without authorization

Intellectual Property

The Service, including its design, features, content, and underlying technology, is owned by SpendStory and protected by intellectual property laws. You are granted a limited, non-exclusive, non-transferable license to use the Service for personal, non-commercial purposes. You may not copy, modify, distribute, or create derivative works based on the Service without our written permission.

AI-Generated Content

The spending narratives and insights generated by our Service are created using artificial intelligence. While we strive for accuracy, AI-generated content may contain errors, inaccuracies, or unexpected interpretations of your data. You acknowledge that AI-generated content is provided for entertainment purposes and should not be relied upon for financial decisions.

No Financial Advice

SpendStory is not a financial advisor, bank, or financial institution. Nothing in the Service constitutes financial, investment, tax, legal, or other professional advice. The insights, narratives, and visualizations provided are for informational and entertainment purposes only. You should consult qualified professionals before making any financial decisions. We are not responsible for any actions you take based on information provided by the Service.

Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR ACCURACY. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. YOUR USE OF THE SERVICE IS AT YOUR OWN RISK.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SPENDSTORY AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID TO USE THE SERVICE, OR $100, WHICHEVER IS GREATER.

Indemnification

You agree to indemnify, defend, and hold harmless SpendStory and its officers, directors, employees, agents, and affiliates from any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to your use of the Service, your violation of these Terms, or your violation of any rights of a third party.

Third-Party Services

The Service integrates with third-party services including Plaid (for bank connections) and Anthropic (for AI processing). Your use of these services is subject to their respective terms and privacy policies. We are not responsible for the practices or content of third-party services.

Termination

We reserve the right to suspend or terminate your access to the Service at any time, with or without cause, with or without notice. You may stop using the Service at any time. Upon termination, your right to use the Service will immediately cease, but provisions that by their nature should survive termination will remain in effect.

Dispute Resolution

Any disputes arising from these Terms or your use of the Service shall be resolved as follows:

  • Informal Resolution: Before filing any formal proceeding, you agree to contact us at info@spendstory.app and attempt to resolve the dispute informally for at least 30 days
  • Arbitration: If informal resolution fails, disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association
  • Class Action Waiver: You agree to resolve disputes individually and waive any right to participate in class actions or class arbitrations

Governing Law

These Terms are governed by the laws of the State of Delaware, United States, without regard to conflict of law principles. Any legal proceedings not subject to arbitration shall be brought in the state or federal courts located in Delaware, and you consent to the jurisdiction of such courts.

Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and SpendStory regarding your use of the Service and supersede any prior agreements or understandings.

Changes to Terms

We may update these Terms from time to time. We will notify you of material changes by posting the updated Terms on this page with a new "Last updated" date. Your continued use of the Service after changes are posted constitutes your acceptance of the revised Terms.

Contact Us

If you have questions about these Terms of Service, please contact us at info@spendstory.app.