Terms of Service

Effective date: May 11, 2026

1. Agreement to Terms

By creating an account or using Kaivest ("the Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree, do not use the Service. We may update these Terms from time to time; continued use after changes constitutes acceptance.

2. Description of Service

Kaivest is a personal finance tracking and planning tool. It helps you organize expenses, income, budgets, savings goals, investments, and credit cards in one place. The Service also includes an AI-powered assistant ("Kai") that can read, write, and analyze your financial data based on your instructions.

3. Eligibility

You must be at least 18 years of age to use Kaivest. By using the Service, you represent that you meet this requirement and that the information you provide during registration is accurate and complete.

4. Account Registration & Security

You are responsible for maintaining the confidentiality of your account credentials, including your password and any multi-factor authentication (MFA) methods. You agree to notify us immediately if you suspect unauthorized access. Kaivest is not liable for losses arising from unauthorized use of your account where you have failed to safeguard your credentials.

5. Beta Access

Access to Kaivest may be limited to invited users during the beta period. Beta features are provided "as is" and may be modified, suspended, or removed at any time without notice. Invite codes are personal and non-transferable unless expressly permitted.

6. Your Data & Content

You retain ownership of all financial data, profile information, and other content you enter into Kaivest ("Your Content"). By using the Service, you grant Kaivest a limited license to store, process, and display Your Content solely for the purpose of providing and improving the Service. You are responsible for the accuracy of the information you enter; Kaivest does not independently verify it.

7. AI Assistant (Kai)

Kai provides general financial guidance and educational information. Kai is not a certified financial advisor, tax professional, accountant, or legal advisor. Its responses are generated by artificial intelligence and may contain errors or inaccuracies.

  • Do not rely on Kai for professional financial, tax, legal, or investment advice.
  • Always consult a qualified professional for decisions with significant financial or legal consequences.
  • Kai's suggestions are based on the data you provide and the AI model's training — they do not constitute a recommendation or endorsement.
  • Daily usage of Kai is subject to token limits. Exceeding the daily limit will temporarily restrict AI responses until the next day.

8. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any applicable law or regulation.
  • Attempt to gain unauthorized access to other users' accounts or data.
  • Interfere with, disrupt, or overload the Service infrastructure, including circumventing rate limits.
  • Reverse-engineer, decompile, or extract source code from the Service.
  • Use automated tools (bots, scrapers) to access the Service without prior written permission.
  • Share your account credentials or invite codes with unauthorized parties.

9. Intellectual Property

Kaivest, including its name, logo, design, code, and AI assistant, is the intellectual property of Kaivest and its licensors. Nothing in these Terms grants you any right, title, or interest in the Service beyond the limited right to use it in accordance with these Terms.

10. Service Availability & Modifications

We strive to keep Kaivest available at all times, but we do not guarantee uninterrupted or error-free operation. We may modify, suspend, or discontinue any part of the Service at any time. We will make reasonable efforts to notify you of significant changes.

11. No Financial Guarantees

Kaivest does not guarantee any financial outcomes. Budgets, savings projections, spending insights, and investment summaries are tools to help you plan — they are not promises of results. Past performance data displayed in the Service does not predict future results.

12. Limitation of Liability

To the maximum extent permitted by applicable law, Kaivest and its affiliates, officers, and employees shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, data, or goodwill, arising out of or in connection with your use of the Service.

Our total aggregate liability for any claims arising under these Terms shall not exceed the amount you paid to Kaivest in the twelve (12) months preceding the claim, or fifty Canadian dollars (CAD $50), whichever is greater.

13. Indemnification

You agree to indemnify and hold harmless Kaivest from any claims, damages, losses, or expenses (including reasonable legal fees) arising from your use of the Service, your violation of these Terms, or your violation of any rights of a third party.

14. Termination

You may close your account at any time by contacting us. We may suspend or terminate your access if you violate these Terms or if required by law. Upon termination, your right to use the Service ceases immediately. We may retain your data for a reasonable period to comply with legal obligations, resolve disputes, or enforce our agreements, after which it will be deleted.

15. Governing Law

These Terms are governed by and construed in accordance with the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict of law principles. Any disputes shall be resolved in the courts located in Ontario, Canada.

16. Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions shall remain in full force and effect.

17. Contact

If you have questions about these Terms, contact us at support@kaivest.ai.

These Terms should be reviewed by a legal professional before public launch. They are provided as a good-faith foundation and may require adjustments for your jurisdiction.