Scale Advisors Data Dashboard, operated by Scale Advisors LLC
Effective date: July 3, 2026 · Last updated: September 6, 2026
These Terms of Service (the “Terms”) are a binding agreement between Scale Advisors LLC (“Scale Advisors,” “we,” “us”) and the business or person that uses the Scale Advisors Data Dashboard (the “Service,” “you”). Please read them carefully — they include important limits on our liability and a requirement to resolve disputes by binding arbitration.
By creating an account, connecting a platform, or otherwise using the Service, you agree to these Terms. You represent that you are at least 18 years old and that you have the authority to enter into these Terms on behalf of the business you represent. If you do not agree, do not use the Service.
The Service is a business-analytics tool that connects to third-party platforms you authorize, retrieves your business data, and presents metrics, reports, and AI-assisted insights to help you understand your business. The Service is a reporting and analytics tool only. It does not execute transactions, place or change advertising, move money, or make decisions for you.
You are responsible for your account, for maintaining the confidentiality of your credentials, and for all activity under your account. You may invite additional users (for example, team members, or an agency acting on your behalf) and may grant read-only access to viewers. You are responsible for your users’ compliance with these Terms, and for ensuring that anyone you authorize has the right to access the data they can see. Notify us promptly of any unauthorized use.
The Service works by connecting to platforms you use (advertising, store/cart, affiliate, email/CRM, and similar). When you connect a platform, you represent and warrant that:
You may disconnect any platform at any time. Disconnecting stops new imports. A successful QuickBooks Online disconnect also asks Intuit to revoke that authorization; other platforms may require a separate removal in their own settings. Disconnecting does not itself delete stored data or audit history. To request deletion, follow the instructions on our Data Deletion page. You are responsible for maintaining your own agreements with the connected platforms; we are not a party to them.
As between you and us, you are the controller (or “business”) of the data you connect, and we act as your processor (or “service provider”), processing that data only to provide the Service and on your instructions. If your use of the Service is subject to the GDPR, UK GDPR, the CCPA/CPRA, the Virginia VCDPA, or similar laws, our Data Processing Addendum (“DPA”) applies to that processing and is incorporated into these Terms by reference; contact help@scaleadvisors.com to review and execute it. You are responsible for the lawful basis for the data you connect and for any notices or consents your customers require. Our handling of data is described in our Privacy Policy.
The Service, including any insight, recommendation, benchmark, or projection, is provided for informational purposes only and is not financial, investment, tax, accounting, legal, or other professional advice. All business decisions you make are your own, made on your own judgment and at your own risk. You should consult qualified professionals before acting.
The Service includes features that use artificial intelligence to generate summaries, answers, and suggestions. AI output can be wrong, incomplete, or misleading, and is not advice. It may not reflect your most recent data. Review and independently verify AI output before relying on it. Your use of AI features is subject to Sections 6, 7, and the limitations below.
You agree not to: (a) use the Service in violation of any law or any connected platform’s terms; (b) attempt to access data or accounts that are not yours; (c) reverse engineer, decompile, scrape, or copy the Service except as permitted by law; (d) resell, sublicense, or provide the Service to third parties except as expressly permitted; (e) use the Service to build a competing product; or (f) interfere with or disrupt the integrity or performance of the Service.
The Service, including all software, designs, and content we provide, is owned by Scale Advisors and its licensors and is protected by law. We grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription.
You retain all rights to your data. You grant us a limited license to host, process, and transmit your data to provide, secure, and support the Service, to send data to platforms you direct, and as described in this Section. You also instruct and authorize us to create “Aggregated Statistics”: information aggregated across customer accounts and de-identified so that it does not identify, and cannot reasonably be linked to, you, your business, your customers, or any individual (including as “aggregate consumer information” and “deidentified” information are defined under the California Consumer Privacy Act, and under equivalent standards in other applicable privacy laws). We may use Aggregated Statistics to operate and improve the Service, including to produce industry benchmarks shown to customers, applying documented minimum-aggregation and suppression rules so that no single business’s data can be singled out, and excluding data that a connected platform’s developer terms restrict from cross-account aggregation (including Amazon Selling Partner API and QuickBooks Online data). You agree not to attempt to identify or re-identify any business, consumer, or transaction underlying any benchmark or Aggregated Statistic, including by combining or comparing statistics across segments or time periods, and to use benchmark statistics only within the Service. Data from connected platforms is also governed by each platform’s developer terms, and we design the Service, including Aggregated Statistics, to operate within those terms. We do not use your data to build, train, or improve any competing product, or provide it to any third party for their own products.
The Service depends on third-party platforms and their APIs, which we do not control. We are not responsible for those platforms, their availability, changes to or discontinuation of their APIs, their data, or their acts or omissions. A platform may change or cut off access at any time, which may interrupt or limit the Service. Your relationship with each platform is governed by that platform’s terms.
If your plan includes fees, you agree to pay the fees for the plan you select, on the billing terms presented to you. Except as required by law or expressly stated, fees are non-refundable. We may change fees on prospective notice.
You will defend, indemnify, and hold harmless Scale Advisors and its affiliates from any claim, loss, liability, or expense (including reasonable attorneys’ fees) arising out of or relating to: (a) your use of the Service; (b) data you connect or provide, including any claim that you lacked the right or authority to share it or that it violated a third party’s rights or any law; (c) your violation of these Terms or of any connected platform’s terms; or (d) your business decisions.
These Terms apply while you use the Service. You may stop and close your account at any time. We may suspend or terminate your access if you breach these Terms, if required for security or legal reasons, or if we discontinue the Service. On termination, your right to use the Service ends; we will handle your data as described in our Privacy Policy and Data Deletion page. Sections that by their nature should survive (including Sections 6, 7, 10, 13, 14, 15, 17, and 18) survive termination.
These Terms are governed by the laws of the Commonwealth of Virginia, without regard to conflict-of-laws rules. Any dispute arising out of or relating to these Terms or the Service will be resolved by final and binding arbitration administered in Virginia Beach, Virginia, rather than in court, except that either party may bring an individual claim in small-claims court or seek injunctive relief for intellectual-property or unauthorized-use matters. You and Scale Advisors each waive any right to a jury trial and agree that disputes will be brought only in an individual capacity, and not as a plaintiff or class member in any class or representative proceeding. If any part of this Section is unenforceable, the remainder still applies.
These Terms, together with the Privacy Policy and any DPA or order/plan terms, are the entire agreement between you and us regarding the Service and supersede prior agreements. If any provision is held unenforceable, the rest remains in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. We are not liable for delays or failures caused by events beyond our reasonable control. We may update these Terms; material changes will be posted here with an updated date, and your continued use means you accept them. Notices to us may be sent to help@scaleadvisors.com.
Scale Advisors LLC — help@scaleadvisors.com, 8401 Mayland Drive STE A, Richmond, VA 23294.