Terms of Service

Last updated: April 27, 2026 · Version 1.0

These Terms of Service ("Terms") govern access to and use of the OCASUS AI platform ("the Platform", "the Service") provided by OCASUS AI, a registered trade name in the Republic of Panama, operated by Jean Carlos Santos Chicas (natural person registered with the Panamanian Taxpayer Registry), with registered address at Panama City, Panama ("OCASUS AI", "we", "us"). By registering, connecting an account, or using any feature of the Platform, you agree to be bound by these Terms. If you do not agree, you must not use the Service.

1. Definitions

  • Customer: the natural or legal person that contracts the Service.
  • Authorized User: an individual designated by the Customer to operate the Platform on its behalf.
  • Customer Data: information, files, fiscal documents, accounting records, conversations, contacts, and any other data the Customer or its integrations provide to the Platform.
  • Connected Services: third-party systems the Customer authorizes to integrate with the Platform (e.g., Intuit QuickBooks Online, WhatsApp Business, electronic invoicing providers, ERPs).
  • Tenant: the isolated logical instance assigned to the Customer within the Platform.

2. Acceptance and eligibility

To use the Service you must be at least 18 years old and have legal capacity to enter into a contract. If you act on behalf of a company, you represent that you have authority to bind that company to these Terms. The Service is intended for business use; it is not intended for end consumers.

3. Service description

OCASUS AI provides software-as-a-service (SaaS) that automates business processes through artificial intelligence, including but not limited to: conversational agents, voice agents, automations, fiscal document digitization, and connectors with invoicing and accounting systems. The Platform integrates language models from third-party providers (Google Vertex AI, OpenAI, Anthropic, among others), whose availability and terms may vary.

4. License of use

Subject to compliance with these Terms and payment of applicable fees, OCASUS AI grants you a limited, non-exclusive, non-transferable, non-sublicensable, and revocable license to access and use the Platform solely for your internal business purposes during the term of the contract.

5. Connections to Connected Services

5.1 OAuth authorization

When you authorize the Platform to connect to a Connected Service via OAuth (e.g., QuickBooks Online), you grant us permission to access, read, create, modify and, where applicable, delete data in that service, within the scope you expressly authorized and within the technical limits of the provider.

5.2 Integration with Intuit QuickBooks Online

Use of the QuickBooks Online integration is additionally subject to the terms and policies of Intuit Inc., including the Intuit Developer Terms of Service and the API End User Agreement published at developer.intuit.com. Acceptance of these Terms does not exempt the Customer from compliance with Intuit's terms. OCASUS AI is not owned by, affiliated with, or sponsored by Intuit Inc. "QuickBooks" and "Intuit" are registered trademarks of Intuit Inc.

5.3 Tokens and revocation

OAuth credentials are stored encrypted at rest (AES-256-GCM) and used solely to synchronize data requested by the Customer. The Customer may revoke authorization at any time from the Platform settings or directly from the Connected Service.

6. Customer Data

6.1 Ownership

Customer Data is and shall remain the exclusive property of the Customer. OCASUS AI claims no ownership rights over Customer Data.

6.2 Operating license

The Customer grants OCASUS AI a limited, worldwide, royalty-free license to process, store, transmit, and display Customer Data solely to provide and improve the Service.

6.3 No model training

OCASUS AI does not use Customer Data to train its own or third-party artificial intelligence models. Calls to model providers are made in inference mode under commercial agreements that prohibit retention of data for training.

6.4 Tenant isolation

The Platform implements strict isolation by client_id across database, cache, queues, logs, and metrics. No Customer can access another Customer's data.

6.5 Personal data processing

The processing of personal data is governed by the Privacy Policy, which forms an integral part of these Terms.

7. Customer obligations

The Customer agrees to:

  • Provide truthful, accurate, and up-to-date information at registration.
  • Maintain confidentiality of access credentials of its Authorized Users.
  • Use the Service in compliance with applicable law, including data protection, tax, labor, and electronic commerce regulations.
  • Not use the Service to send unsolicited communications (spam), impersonate identity, distribute malware, infringe intellectual property rights, or carry out fraudulent activities.
  • Not attempt to reverse engineer, decompile, derive source code, or circumvent the Platform's security measures.
  • Not resell, sublicense, or provide access to the Service to third parties without the prior written authorization of OCASUS AI.
  • Obtain all legal consents required from data subjects whose data is processed through the Platform.

8. Fees, billing, and payments

8.1 Plans

Active plans and their fees are published at ocasusai.com/en#pricing or agreed via signed commercial proposal. Plans include Starter, Professional, Advanced, and Enterprise tiers, with monthly fees and, where applicable, overage and setup charges.

8.2 Founding Partner program and pilots

OCASUS AI may offer no-cost pilots or preferential pricing under the Founding Partner program, subject to the specific terms of the corresponding agreement signed between the parties.

8.3 Taxes

Prices do not include stamp tax, VAT (ITBMS), or any other applicable tribute, which shall be borne by the Customer where applicable.

8.4 Late payments

OCASUS AI reserves the right to suspend the Service if invoices are not paid within agreed terms, with at least five (5) business days prior notice.

9. Service availability

OCASUS AI commits to applying commercially reasonable efforts to maintain the Platform available. However, the Service is provided "as is" and without guarantee of uninterrupted availability. Scheduled maintenance windows will be notified in advance where possible. Availability may be affected by the availability of third-party Connected Services, beyond the control of OCASUS AI.

10. Intellectual property

The Platform, its software, design, trademarks, logos, documentation, and all associated material are the exclusive property of OCASUS AI or its licensors and are protected by the intellectual property laws of Panama and international treaties. Nothing in these Terms transfers to the Customer ownership rights over the Platform beyond the license described in clause 4.

11. Confidentiality

Each party agrees to keep in strict confidentiality the confidential information of the other party to which it has access in connection with the contractual relationship, and not to disclose it to third parties without prior written authorization, except where required by competent authority. This obligation survives for five (5) years following termination of the contract.

12. Suspension and termination

12.1 By the Customer

The Customer may terminate the Service at any time pursuant to the notice period established in its plan or commercial proposal.

12.2 By OCASUS AI

OCASUS AI may suspend or terminate the Customer's access to the Service if:

  • The Customer materially breaches these Terms and does not cure within fifteen (15) days from notice.
  • The Customer engages in fraudulent or abusive use, or use that endangers the security of the Platform or other Customers.
  • Required by competent authority.

12.3 Effects of termination

Upon termination, OCASUS AI will revoke Customer access and, except where required by law, will delete Customer Data according to the periods described in the Privacy Policy. The Customer may request export of its Data within thirty (30) days of termination.

13. Warranties and limitation of liability

13.1 Disclaimer of warranties

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, 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, OR NON-INFRINGEMENT. OCASUS AI DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT RESULTS GENERATED BY ARTIFICIAL INTELLIGENCE MODELS WILL BE ACCURATE, COMPLETE, OR SUITABLE FOR THE CUSTOMER'S PURPOSE. THE CUSTOMER IS RESPONSIBLE FOR REVIEWING AND VALIDATING RESULTS BEFORE MAKING BUSINESS, FISCAL, OR LEGAL DECISIONS BASED ON THEM.

13.2 Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, OCASUS AI'S CUMULATIVE LIABILITY TO THE CUSTOMER FOR ANY CLAIM ARISING FROM OR RELATED TO THE SERVICE SHALL BE LIMITED TO THE GREATER OF: (A) THE FEES PAID BY THE CUSTOMER TO OCASUS AI IN THE TWELVE (12) MONTHS IMMEDIATELY PRIOR TO THE EVENT GIVING RISE TO THE CLAIM; OR (B) ONE THOUSAND UNITED STATES DOLLARS (US$1,000.00). OCASUS AI SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS, LOSS OF DATA, OR LOSS OF BUSINESS OPPORTUNITIES.

14. Indemnification

The Customer agrees to indemnify and hold OCASUS AI, its directors, employees, and representatives harmless from any claim, demand, damage, loss, or expense (including reasonable legal fees) arising from: (a) the use of the Service by the Customer or its Authorized Users; (b) breach of these Terms; (c) violation of third-party rights; or (d) Customer Data.

15. Changes to these Terms

OCASUS AI may modify these Terms at any time. Material changes will be notified to the Customer with at least thirty (30) days' notice via email or prominent notice on the Platform. Continued use of the Service after the changes take effect constitutes acceptance.

16. Assignment

The Customer may not assign these Terms without OCASUS AI's prior written consent. OCASUS AI may assign these Terms in the context of a merger, acquisition, corporate reorganization, or sale of assets, with prior notice to the Customer.

17. Governing law and jurisdiction

These Terms are governed by the laws of the Republic of Panama, without regard to its conflict-of-laws rules. Any dispute arising from or related to these Terms shall be submitted to the exclusive jurisdiction of the competent courts of Panama City, except by express agreement to the contrary between the parties.

18. Miscellaneous

  • Entire agreement: these Terms, together with the Privacy Policy and any signed commercial proposal, constitute the entire agreement between the parties.
  • Severability: if any provision is held void or unenforceable, the remaining provisions shall remain in full force.
  • No waiver: the failure of OCASUS AI to exercise a right does not constitute waiver thereof.
  • Notices: notices to the Customer will be sent to the registered email; notices to OCASUS AI must be sent to [email protected].

19. Contact

For questions about these Terms: