Terms of Use

Version 2026-04-04-v2

These Terms of Use govern your access to and use of the Noesis CFO Platform. By accessing the platform, you agree to these terms.

1. Service Description

The platform provides analytical outputs for financial operating management, including deterministic financial insights, real estate deal analysis, and CFO-grade decision support. All outputs are based on user-supplied data and deterministic computation models.

2. Not Investment, Legal, or Tax Advice

The platform does not provide investment advice, legal advice, or tax advice. All financial metrics, tax-related considerations, and analytical outputs are informational and depend entirely on user-provided data. Users should consult qualified professional advisors before making financial or tax decisions.

3. AI-Generated Content

AI-generated narratives are downstream interpretations of deterministic model outputs. AI does not compute, modify, or override financial values. AI-generated content is clearly labeled throughout the platform.

4. Data Responsibility

Users are responsible for the accuracy and completeness of data uploaded to the platform. The platform processes data as provided and does not independently verify financial information.

5. Confidentiality

All data processed through the platform is treated as confidential. Reports and outputs are intended for authorized recipients only.

6. 1031 Exchange Information

Any 1031 exchange-related content is provided for informational purposes only and does not constitute legal, tax, or financial advice. Users must consult a qualified tax advisor or intermediary before acting on any exchange-related information.