brockTransform

Terms of Service

Effective date: July 3, 2026  ·  Last updated: July 3, 2026

1. Agreement to these Terms

These Terms of Service (the "Terms") are a legal agreement between you ("you", "Customer") and Brock Data, Inc., a Delaware C Corporation ("Brock", "we", "us", "our"), governing your access to and use of the Brock data-migration platform and related services (the "Service").

By clicking "I agree" (or a similar control), creating an account, or otherwise accessing or using the Service, you agree to these Terms and to the Acceptable Use Policy at www.brocktransform.com/acceptable-use, which is incorporated into these Terms by reference. If you do not agree, you may not use the Service.

If you are entering into these Terms on behalf of an organisation, you represent and warrant that you have authority to bind that organisation, and "you" and "Customer" refer to that organisation.

2. Definitions

  • "Authorized Users" — individuals you permit to access the Service under your account (your employees, contractors, or, where you are a consultant, personnel acting for your end client).
  • "Customer Data" — data you connect, upload, or otherwise make available to the Service from a Source System, and all data derived from it within the Service (staged records, mappings, flags, transformed records, and Output Files).
  • "Source System" — a legacy system Brock reads from (e.g., QuickBooks).
  • "Target System" — a system the Output Files are formatted for (e.g., NetSuite).
  • "Output Files" — the CSV/Excel files the Service produces for you to import into a Target System.
  • "AI Features" — features of the Service that use machine-learning models (including third-party models) to suggest schema mappings, identify data-quality issues, or generate transformations.
  • "Subprocessors" — third parties we engage to process Customer Data to provide the Service (listed at www.brocktransform.com/subprocessors).

3. The Service and licence

Subject to these Terms and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, non-sublicensable right to access and use the Service during your subscription term, solely for: (a) your internal business purposes of migrating data you are authorised to migrate; or (b) where you are an implementation consultant, providing data-migration services to your own end clients in accordance with the Acceptable Use Policy, provided you remain fully responsible under these Terms for all such use.

The licence is to use the Service, not to the underlying software. You receive no right to copy, modify, distribute, reverse-engineer, or create derivative works of the Service except as expressly permitted by law.

4. Accounts, Authorized Users, and credentials

You are responsible for: (a) the accuracy of your account information; (b) maintaining the confidentiality of your and your Authorized Users' credentials; (c) all activity under your account; and (d) ensuring only appropriate Authorized Users have access. You must notify us promptly at admin@brocktransform.com of any unauthorised access or use.

You are responsible for any connection credentials (such as OAuth tokens or API keys) you authorise the Service to store on your behalf to connect to a Source or Target System.

5. Customer responsibilities

You acknowledge and agree that:

(a) The Service is read-only at the source. Brock reads from Source Systems and does not write to, modify, or delete data in any Source System or production Target System. The Service's output is Output Files.

(b) You are responsible for review and import. You (or your implementation partner) are solely responsible for reviewing, validating, and verifying Output Files before importing them into any Target System, and for performing the import itself. Brock does not perform the import.

(c) You are responsible for backups. You are responsible for maintaining your own backups of Source and Target System data. Brock is not a backup or system-of-record service.

(d) You have the rights to the data. You represent and warrant that you have all rights, consents, and lawful bases necessary to connect, upload, and process the Customer Data, including where the Customer Data belongs to a third party (for example, your end client where you act as an implementation consultant).

(e) The Service is not for regulated or specially protected data. The Service is designed for general business-records migration. It is not designed or authorised for, and you will not use it to process, data subject to specialised regulatory regimes, including Protected Health Information under HIPAA, cardholder data under PCI-DSS, data you hold as a regulated financial institution under the Gramm-Leach-Bliley Act, or government, defence, or export-controlled data. Brock is not a HIPAA business associate and will not enter into a Business Associate Agreement; Brock is not a PCI-DSS service provider for your cardholder data. Financial account information such as bank account numbers is within scope, but full payment-card numbers and the regulated data described above are not. You are responsible for any consequences of submitting such data in breach of this Section and the Acceptable Use Policy.

6. Customer Data and ownership

As between the parties, you own all Customer Data. You grant us a limited, non-exclusive licence to host, process, and transmit Customer Data solely to provide and support the Service, to maintain security, and to comply with law. We claim no ownership of Customer Data.

Our handling of personal data within Customer Data is governed by our Privacy Policy www.brocktransform.com/privacy and our Data Processing Agreement www.brocktransform.com/dpa, which apply where we process personal data on your behalf.

Data retention. During your subscription, Customer Data associated with each migration project is retained for 12 months after the project is completed or last active, whichever is later, unless you delete it earlier. We will notify your organisation's primary administrator before any such deletion. Retention after termination is described in Section 17(d) and the Data Processing Agreement.

Usage Data. We may collect and use data about the operation, performance, and use of the Service (such as feature usage, volumes, error rates, and processing times) in de-identified, aggregated form to operate, secure, benchmark, and improve the Service. Usage Data does not include the contents of Customer Data and will not identify you, any Authorized User, or any individual.

7. AI Features and accuracy

The Service uses AI Features to suggest schema mappings, flag potential data-quality issues, and generate transformations. You acknowledge that:

(a) AI Features produce probabilistic outputs that may be incomplete or incorrect; (b) the Service is designed around human review gates — proposed mappings and flagged issues are presented for your review and approval before downstream steps; and (c) AI Feature output is not professional advice and does not replace your judgement or that of your accountants, auditors, or implementation partner. You must verify all Output Files (see Section 5).

The AI Features are designed to generate reusable mapping, validation, and transformation rules from schema metadata, representative data samples, and records flagged for review — not to process your datasets record by record. The Service is designed to minimise the Customer Data transmitted to AI model providers; the bulk of Customer Data is processed and stored within our own infrastructure and that of our storage Subprocessors.

Customer Data processed by AI Features may be transmitted to third-party model providers acting as Subprocessors. Those providers process it under commercial terms that prohibit training their models on Customer Data. Inputs and outputs transmitted to our AI provider (Anthropic) are retained by Anthropic only transiently and deleted in accordance with its standard commercial data-retention terms — currently no more than 30 days — except where longer retention is required by law or to enforce the provider's usage policies. Further detail is in the Data Processing Agreement.

8. Subscriptions, fees, and billing

(a) Plans. The Service is offered in subscription tiers described at www.brocktransform.com/pricing. Current tiers: Solo, Simple, Pro, Enterprise.

(b) Free trial. We may offer a 14-day free trial. A valid payment method is required to start the trial. Before you provide your payment method, we will clearly disclose the plan, the price, and the date you will first be charged, and we will send a reminder to your organisation's primary administrator at least 2 days before the trial converts to a paid plan. Unless you cancel before the trial ends, your subscription automatically converts to the paid plan you selected and the payment method on file is charged. You can cancel at any time through your account settings; cancellation is at least as easy as signing up.

(c) Billing and renewal. Fees are billed in advance on a monthly or annual basis (per your selected plan) through our payment processor (Stripe) and renew automatically until cancelled. Annual plans are billed annually.

(d) Taxes. Fees are exclusive of taxes; you are responsible for applicable taxes other than taxes on our income.

(e) Non-refundable. Except where required by law or expressly stated, fees are non-refundable, including for partial periods.

(f) Price changes. We may change fees with at least 30 days' notice before your next renewal.

(g) Non-payment. We may suspend the Service if fees are 30 or more days overdue and are not subject to a good-faith dispute you have raised with us in writing, after we give you notice of the overdue amount.

(h) Renewal reminders. For annual plans, we will send a reminder to your account email before each renewal, within the timeframe required by applicable law (for example, California's automatic-renewal law).

9. Intellectual property

The Service, including all software, models, configurations, design, and documentation, is owned by Brock and its licensors and is protected by intellectual-property law. These Terms grant you no rights to it except the limited licence in Section 3.

If you provide feedback or suggestions, you grant us a perpetual, irrevocable, royalty-free licence to use them without restriction.

10. Confidentiality

Each party may access the other's confidential information. The receiving party will protect it with reasonable care, use it only to perform under these Terms, and not disclose it except to personnel and Subprocessors who need it and are bound by confidentiality. This does not apply to information that is public, independently developed, or rightfully received from a third party.

11. Security

We maintain administrative, technical, and organisational measures designed to protect Customer Data, including tenant isolation, encryption of stored connection credentials, encryption of Customer Data in transit and at rest, and access controls, as further described at www.brocktransform.com/security.

You acknowledge that Customer Data may include personal data and financial account information (such as names, addresses, and bank account numbers). We treat such data as confidential and apply controls appropriate to its sensitivity.

If we become aware of a security incident affecting your Customer Data, we will notify you without undue delay and provide information reasonably available to us; detailed incident-handling obligations are set out in the Data Processing Agreement. No method of transmission or storage is completely secure, and we do not warrant absolute security.

12. Third-party services

The Service connects to third-party systems (e.g., QuickBooks, NetSuite, Salesforce) at your direction. Your use of those systems is governed by your agreements with their providers. We are not responsible for third-party services, their availability, or changes they make to their APIs, and we disclaim liability arising from them.

13. Service availability

We aim to keep the Service available but do not guarantee uninterrupted or error-free operation. We may perform maintenance and may modify or discontinue features.

14. Warranties and disclaimers

THE SERVICE AND ALL OUTPUT FILES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTY THAT THE SERVICE OR OUTPUT FILES WILL BE ACCURATE, COMPLETE, OR ERROR-FREE.

Trials and beta features. Free trials and any feature identified as beta, preview, early access, or "coming soon" are provided strictly AS IS, without warranties, indemnities, service commitments, or support obligations of any kind, and may be modified or withdrawn at any time.

15. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW:

(a) NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, OR BUSINESS, EVEN IF ADVISED OF THE POSSIBILITY.

(b) EACH PARTY'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS WILL NOT EXCEED THE FEES YOU PAID TO US IN THE 6 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM — OR, IF THE CLAIM ARISES FROM A FREE TRIAL OR BETA FEATURE, US$100.

(c) Enhanced cap. For a party's breach of Section 10 (Confidentiality) or Brock's breach of the Data Processing Agreement, the cap in (b) is increased to 2× the fees paid or payable in the 12 months before the event giving rise to the claim.

(d) Exclusions from the caps. The caps and exclusions do not apply to: your payment obligations; your indemnification obligations under Section 16; a party's fraud or wilful misconduct; or liability that cannot be excluded or limited by law (e.g., death or personal injury caused by negligence).

(e) Independent allocations of risk. Each limitation of liability, disclaimer of warranties, and exclusion of damages in these Terms allocates the risks between the parties, is severable and independent of every other provision, and applies even if it fails of its essential purpose.

16. Indemnification

16.1 By you. You will defend and indemnify Brock against third-party claims arising from: (a) your Customer Data; (b) your breach of these Terms or the AUP; or (c) your violation of law or third-party rights, including claims that you lacked rights to the Customer Data you processed.

16.2 By Brock (IP). We will defend you against a third-party claim that the Service, as provided by us and used in accordance with these Terms, infringes that party's U.S. patent, copyright, or trademark, or misappropriates its trade secret, and we will pay damages finally awarded against you (or agreed by us in settlement) for that claim. If the Service is, or in our opinion is likely to become, the subject of such a claim, we may at our option and expense: (a) modify or replace it with a non-infringing equivalent of substantially similar functionality; (b) obtain the right for you to continue using it; or (c) if neither is commercially practicable, terminate the affected Service and refund prepaid, unused fees. This Section 16.2 does not apply to claims arising from Customer Data, from combination of the Service with items not provided by us, or from use in violation of these Terms, and states our entire liability and your exclusive remedy for infringement claims.

16.3 Procedure. The indemnified party must give the indemnifying party prompt written notice of the claim (failure to do so relieves the indemnifying party only to the extent it is materially prejudiced), sole control of the defence and settlement (no settlement admitting the indemnified party's liability without its consent, not to be unreasonably withheld), and reasonable cooperation at the indemnifying party's expense.

17. Term, suspension, and termination

(a) Term. These Terms apply while you have an account or an active subscription.

(b) Suspension. We may suspend access immediately if you violate the AUP or create a security risk to the Service or other customers, and for non-payment as described in Section 8(g). We will give notice where practicable.

(c) Termination. Either party may terminate for material breach not cured within 30 days of written notice (or, for non-payment, 10 days after notice). You may cancel your subscription at any time, effective at the end of the current billing period.

(d) Effect. On termination, your right to use the Service ends, but you may continue to access and export your Customer Data (including Output Files) for 6 months following termination. We will notify your organisation's primary administrator at least 14 days before deletion, with the option to purchase extended retention; absent extension or response, we will then delete your Customer Data. You may request earlier deletion at any time, subject to the Data Processing Agreement. (During an active subscription, per-project data retention is described in Section 6 and the Data Processing Agreement.)

(e) Survival. Sections 6, 9, 10, 14, 15, 16, and 18 survive termination.

18. Governing law and disputes

These Terms are governed by the laws of the State of Delaware and applicable U.S. federal law, without regard to conflicts-of-law rules.

Arbitration. Any dispute arising out of or relating to these Terms or the Service will be resolved by binding arbitration administered by AAA under its commercial rules, seated in Wilmington, Delaware (or another venue the parties agree). Judgment on the award may be entered in any court of competent jurisdiction.

Class-action waiver. Disputes will be conducted only on an individual basis and not as a class, consolidated, or representative action. You waive any right to a jury trial.

Opt-out. You may opt out of this arbitration and class-action-waiver provision by sending written notice to admin@brocktransform.com within 30 days of first accepting these Terms; opting out does not affect any other part of these Terms.

Injunctive relief. Either party may seek injunctive or equitable relief in court for misuse of intellectual property or breach of confidentiality.

19. General

(a) Changes to these Terms. We may update these Terms; we will post the updated version and, for material changes, give notice. Continued use after the effective date constitutes acceptance. (b) Assignment. You may not assign these Terms without our consent; we may assign in connection with a merger, acquisition, or sale of assets. (c) Force majeure. Neither party is liable for delays caused by events beyond its reasonable control. (d) Entire agreement; severability. These Terms (with the AUP, Privacy Policy, and any DPA) are the entire agreement. If a provision is unenforceable, the rest remains in effect. (e) Notices. Notices to us: admin@brocktransform.com. Notices to you: the email on your account. (f) Export and sanctions. You represent you are not subject to sanctions and will not use the Service in violation of export-control or sanctions laws.