Terms of Service

Effective Date: May 1, 2026 | Last Updated: May 1, 2026

These Terms of Service (“Terms”) form a binding agreement between you and your organization (“Customer,” “you”) and District Financial and Advisory Services LLC d/b/a GrantCycle AI (“GrantCycle,” “we,” “us”), governing access to and use of the GrantCycle AI service (the “Service”). By creating an account, connecting a third-party service, or using the Service, you agree to these Terms. If you are entering into these Terms on behalf of an organization, you represent that you have authority to bind that organization.


1. The Service

GrantCycle AI provides cloud-based software for nonprofit grant compliance, billing, timesheet allocation, indirect cost recovery (NICRA), cash flow management, and accounting system integration. We may add, modify, or discontinue features over time, and will provide reasonable notice for material changes that adversely affect a feature you actively use.


2. Accounts and Eligibility

  • You must provide accurate registration information and keep it current.
  • You are responsible for maintaining the confidentiality of credentials and for all activity under your account.
  • You will promptly notify us of any unauthorized access or suspected security incident.
  • The Service is intended for organizational use; individual consumer use is not the intended purpose.

3. Customer Data and License

3.1 Ownership

As between you and us, you retain all right, title, and interest in and to your data, including data we receive from connected services on your behalf (“Customer Data”). We claim no ownership of Customer Data.

3.2 License to Operate the Service (Tier 1)

You grant us a worldwide, non-exclusive, royalty-free license to access, store, process, transmit, display, and modify Customer Data solely as necessary to:

  • Provide, maintain, secure, and support the Service for you;
  • Comply with your instructions and authorized configurations;
  • Detect and prevent fraud, abuse, or violations of these Terms; and
  • Comply with applicable law and legal process.

This license terminates when Customer Data is deleted in accordance with our Privacy Policy.

3.3 Aggregated and De-Identified Data (Tier 2 — Opt-Out)

Subject to your right to opt out, you grant us a worldwide, perpetual, royalty-free license to use aggregated and de-identified data derived from Customer Data to (a) generate sector benchmarks and statistical insights, (b) improve the Service’s features, accuracy, and performance, and (c) publish or make available aggregated reports. Aggregated and de-identified data has been processed to remove organization names, individual names, account numbers, grant identifiers, donor and funder identities, and free-text fields that could re-identify a party. We will not attempt to re-identify such data and will not publish or share it in a form that identifies you, your organization, or any individual.

You may opt out of inclusion in the aggregated/de-identified dataset at any time by adjusting your account preferences or by emailing support@grantcycle.ai. Opt-out applies prospectively and does not affect your access to or use of the Service.

3.4 No AI Model Training on Identifiable Data Without Separate Opt-In

We will not use Customer Data in identifiable form to train artificial intelligence or machine learning models. Any program that involves training on identifiable Customer Data, if ever offered, will be governed by a separate written agreement with the Customer and will not be enabled by default.

3.5 Your Responsibilities

  • You represent that you have all rights and authorizations necessary to provide Customer Data to us and to grant the licenses in this Section 3.
  • You are responsible for the accuracy, quality, and legality of Customer Data.
  • You will not upload data containing payment card numbers, Social Security numbers (other than where required for payroll/tax reporting), protected health information, or other categories of sensitive personal information that the Service is not designed to handle.

4. Connected Services

The Service integrates with third-party services such as Intuit QuickBooks Online (“Connected Services”). When you authorize a Connected Service, you grant us permission to access and exchange data using the OAuth scopes you approve. Your use of any Connected Service remains governed by that provider’s own terms. We are not responsible for the availability, accuracy, or content of Connected Services. You may disconnect a Connected Service at any time, after which we will revoke our tokens and delete cached data as described in our Privacy Policy.


5. Acceptable Use

You agree not to:

  • Reverse engineer, decompile, or attempt to derive source code from the Service, except as expressly permitted by law.
  • Interfere with, disrupt, or place an unreasonable load on the Service or its underlying infrastructure.
  • Probe, scan, or test the vulnerability of the Service without our prior written consent.
  • Use the Service to transmit malware, conduct unsolicited communications, or violate any applicable law.
  • Resell, sublicense, or make the Service available to third parties outside your organization without our written consent.
  • Use the Service to build a competing product or to benchmark performance for publication without our prior written consent.

6. Fees and Payment

  • Fees, billing frequency, and payment terms are set forth in your applicable order form, online checkout, or written quote.
  • Unless otherwise stated, fees are non-refundable and exclusive of taxes.
  • Late payments may accrue interest at the lesser of 1.0% per month or the maximum rate permitted by law.
  • We may suspend access for accounts that are materially overdue after reasonable notice.

7. Confidentiality

Each party will protect the other’s non-public information disclosed in connection with the Service using at least the same care it uses to protect its own confidential information, and not less than reasonable care. Confidential information may be used only to perform under these Terms and may be disclosed only to personnel and advisors with a need to know who are bound by confidentiality obligations. Customer Data is treated as Customer’s confidential information.


8. Intellectual Property

We retain all right, title, and interest in and to the Service, including all software, models, documentation, branding, and improvements. No rights are granted by implication, estoppel, or otherwise except as expressly set forth in these Terms. Feedback you provide may be used by us without restriction or obligation.


9. Warranties and Disclaimers

We will provide the Service in a professional and workmanlike manner consistent with generally accepted industry standards.

EXCEPT AS EXPRESSLY STATED, THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” WE DISCLAIM ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT IT WILL MEET YOUR REQUIREMENTS.

The Service is a software tool, not a substitute for professional accounting, audit, tax, legal, or grant-management advice. You are responsible for review and approval of any output before use in financial reporting, grant submissions, or regulatory filings.


10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUES, OR DATA, ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE. EACH PARTY’S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS WILL NOT EXCEED THE FEES PAID OR PAYABLE BY CUSTOMER TO US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. THESE LIMITATIONS APPLY EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE.


11. Indemnification

You will defend and indemnify us from third-party claims arising out of (a) Customer Data, (b) your or your users’ violation of these Terms or applicable law, or (c) your use of the Service in combination with materials or systems we did not provide. We will defend and indemnify you from third-party claims that the Service, as provided by us and used in accordance with these Terms, infringes a valid U.S. intellectual property right. Our indemnification obligation does not apply to claims arising from Customer Data, Connected Services, or modifications not made by us.


12. Term and Termination

  • These Terms remain in effect while you use the Service or have an active subscription.
  • Either party may terminate for material breach not cured within 30 days of written notice.
  • Upon termination, your right to access the Service ends and we will delete or de-identify Customer Data as described in the Privacy Policy.
  • Sections concerning confidentiality, intellectual property, warranties, limitation of liability, indemnification, and governing law survive termination.

13. Governing Law and Dispute Resolution

These Terms are governed by the laws of the District of Columbia, without regard to conflict-of-laws principles. The parties consent to the exclusive jurisdiction of the state and federal courts located in the District of Columbia for any disputes not subject to arbitration. The parties agree to attempt in good faith to resolve any dispute through informal negotiation for at least 30 days before initiating formal proceedings.


14. General

  • Entire Agreement. These Terms, together with the Privacy Policy and any order form, constitute the entire agreement between the parties.
  • Modifications. We may update these Terms from time to time. Material changes will be communicated by email or in-product notice prior to taking effect.
  • Assignment. Neither party may assign these Terms without the other’s consent, except in connection with a merger, reorganization, or sale of substantially all assets.
  • Force Majeure. Neither party is liable for delays or failures caused by events beyond its reasonable control.
  • Severability. If any provision is held unenforceable, the remaining provisions remain in effect.
  • Notices. Notices to us must be sent to support@grantcycle.ai. Notices to Customer may be sent to the email associated with the account.

15. Contact

District Financial and Advisory Services LLC d/b/a GrantCycle AI
2712 4th St NE Unit #1
Washington, DC 20002
Email: support@grantcycle.ai