TrellFlow — Terms of Service

Last updated: August 3, 2026 Effective date: August 3, 2026

These Terms of Service ("Terms") are a binding agreement between TrellFlow LLC, a New Jersey limited liability company ("TrellFlow," "we," "us," or "our"), and the individual or entity that registers for, accesses, or uses the TrellFlow platform ("you," "your," or "Customer"). By creating an account, clicking "I agree," or otherwise accessing or using the Service, you agree to be bound by these Terms. If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have authority to bind that entity, and "you" refers to that entity.

If you do not agree to these Terms, do not access or use the Service.

1. Definitions

"Service" means the TrellFlow web application, dashboards, APIs, integrations, and related software and services made available by TrellFlow at trellflow.com and its subdomains.

"Customer Data" means data, records, and content that you or your authorized users submit to, upload to, or generate within the Service, including invoice records, ledgers, counterparty information, payment records, and data imported from third-party systems.

"Counterparty" means a third party (such as a dispensary, retailer, buyer, or other business) that owes or is recorded as owing a balance to you, and whose information you enter into or import into the Service.

"Metrc" means the third-party state-mandated cannabis track-and-trace system operated by Metrc LLC, and any successor or comparable regulatory reporting system.

"Authorized User" means an individual you permit to access the Service under your account.

2. Description of the Service

TrellFlow is a business software platform that helps businesses organize, value, age, and track their accounts receivable and outstanding invoices, and optionally generate and schedule payment-reminder communications that you send to your Counterparties. The Service may import transfer and transaction data from systems you connect (including Metrc and file uploads), calculate invoice values and aging, present dashboards and reports, and provide tools for you to record payments and manage collections workflows.

TrellFlow is a software tool. It is not a party to any transaction, invoice, or debt between you and your Counterparties.

3. Nature of the Service — Important Disclaimers

This Section 3 is a material part of these Terms. Please read it carefully.

3.1 TrellFlow is not a debt collector. TrellFlow does not collect debts on your behalf, does not take assignment or ownership of any receivable or debt, does not contact your Counterparties on our own initiative, and does not act as a collection agency. Any payment-reminder or dunning communication generated through the Service is created by you, sent under your name and from your accounts, at your direction and on your schedule. You are the sender and originator of all such communications. TrellFlow does not act as a "debt collector" as that term is defined under the federal Fair Debt Collection Practices Act (FDCPA) or comparable state laws, and nothing in the Service is intended to make TrellFlow a debt collector.

3.2 TrellFlow is not a consumer reporting agency or credit bureau. The Service is a business tool for tracking business-to-business receivables. TrellFlow does not assemble or evaluate consumer credit information for the purpose of furnishing consumer reports, and the Service is not intended to be used to make decisions about any individual consumer's eligibility for credit, insurance, employment, or any other purpose regulated by the federal Fair Credit Reporting Act (FCRA). You agree not to use the Service in any manner that would cause TrellFlow to become a "consumer reporting agency" or the data to become a "consumer report" under the FCRA.

3.3 No legal, financial, tax, or accounting advice. The Service and any output, report, valuation, aging calculation, template, or suggested communication it generates are provided for informational and workflow purposes only. They do not constitute legal, financial, tax, accounting, or professional advice, and are not a substitute for the advice of a qualified professional. You are solely responsible for your own compliance, collections, and business decisions.

3.4 You are responsible for your communications and compliance. You are solely responsible for the content, timing, recipients, and legality of any communication you send using the Service, and for obtaining any required consent to contact your Counterparties. This includes compliance with the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, state collection and communication laws, and any applicable "do not contact" or opt-out obligations. TrellFlow provides the tooling; you control and are responsible for its use.

3.5 Cannabis and regulatory compliance. TrellFlow is ancillary business software and does not manufacture, distribute, dispense, transport, or handle cannabis or any controlled substance, and does not touch, custody, or transmit the proceeds of any cannabis transaction. You are solely responsible for your own compliance with all laws and regulations applicable to your business, including state cannabis regulations and Metrc reporting obligations.

4. Accounts and Eligibility

You must be at least 18 years old and capable of forming a binding contract to use the Service. You agree to provide accurate, current, and complete registration information and to keep it updated. You are responsible for safeguarding your account credentials and for all activity that occurs under your account, whether or not authorized by you. You must notify us promptly of any unauthorized use of your account. You are responsible for your Authorized Users' compliance with these Terms.

5. Third-Party Data and Integrations

5.1 Metrc and connected systems. The Service may allow you to connect third-party systems, including Metrc, using credentials or API keys that you provide. By connecting a system, you authorize TrellFlow to access, retrieve, and process the data available through that connection on your behalf, solely to provide the Service. You represent that you have the right to connect those systems and to authorize that access, and that doing so does not violate the terms of the connected system or any applicable law or regulation. TrellFlow is not responsible for the availability, accuracy, or changes to any third-party system, and access may be interrupted or terminated by the third party at any time.

5.2 Accuracy of imported data. Data imported from Metrc, file uploads, or other sources may be incomplete, delayed, or inaccurate. Valuations and aging calculations produced by the Service depend on the data available and on assumptions and settings you control. You are responsible for reviewing and verifying all data and outputs before relying on them.

6. Customer Data and Ownership

6.1 Your data. As between you and TrellFlow, you own all Customer Data. You grant TrellFlow a non-exclusive, worldwide, royalty-free license to host, copy, process, transmit, and display Customer Data solely as necessary to provide, maintain, secure, and improve the Service and as otherwise permitted in these Terms and our Privacy Policy.

6.2 Aggregated and de-identified data. You agree that TrellFlow may generate and use aggregated, anonymized, and de-identified data derived from use of the Service (data that does not identify you, your Authorized Users, or any Counterparty) for any lawful business purpose, including operating, improving, and developing the Service and producing benchmarks and analytics. TrellFlow will not disclose your identifiable Customer Data as part of any such use.

6.3 Your responsibilities. You represent and warrant that you have all rights and permissions necessary to submit Customer Data to the Service and to authorize its processing as described in these Terms, and that your Customer Data and its use do not violate any law or the rights of any third party.

7. Acceptable Use

You agree not to: (a) use the Service in violation of any law or regulation; (b) use the Service to harass, defraud, or unlawfully contact any person; (c) use the Service as a consumer reporting agency or to make FCRA-regulated decisions; (d) reverse engineer, decompile, or attempt to derive the source code of the Service except as permitted by law; (e) resell, sublicense, or provide the Service to third parties except as expressly permitted; (f) upload malicious code or interfere with the integrity or performance of the Service; (g) access the Service to build a competing product; or (h) exceed rate limits or circumvent usage or access controls.

8. Subscriptions, Fees, Trials, and Cancellation

8.1 Plans and fees. The Service is offered on a subscription basis. Fees, billing frequency, and plan features are described at the point of purchase or in an order you accept. Unless stated otherwise, fees are stated in U.S. dollars and are billed in advance on a recurring basis (e.g., monthly).

8.2 Trials. We may offer a free or reduced-price trial. Unless you cancel before the trial ends, your subscription will automatically convert to a paid subscription at the then-current rate, and the payment method on file will be charged. We will make the trial terms available to you at signup.

8.3 Payment. You authorize TrellFlow and its payment processor to charge your payment method for all fees. Payment processing is handled by a third-party processor (e.g., Stripe), and your use of that processing is subject to the processor's terms. If a charge fails, we may suspend or downgrade your access until payment is resolved.

8.4 Auto-renewal and cancellation. Subscriptions renew automatically for successive periods unless you cancel before the end of the then-current period. You may cancel at any time through your account settings or by contacting us; cancellation takes effect at the end of the current billing period. Except where required by law, fees are non-refundable and we do not provide refunds or credits for partial periods, unused time, or downgrades.

8.5 Price changes. We may change fees on a prospective basis. We will give you reasonable advance notice of any material fee increase, which will take effect on your next renewal after the notice period.

8.6 Taxes. Fees are exclusive of taxes. You are responsible for any sales, use, or similar taxes, excluding taxes on TrellFlow's net income.

9. Intellectual Property

The Service, including all software, designs, text, graphics, logos, and the "TrellFlow" name and marks, and all intellectual property rights therein, are owned by TrellFlow or its licensors. Subject to these Terms and your payment of applicable fees, TrellFlow grants you a limited, non-exclusive, non-transferable, revocable right to access and use the Service for your internal business purposes during your subscription. No rights are granted except as expressly stated. You may submit feedback, and you grant TrellFlow a perpetual, royalty-free right to use it without restriction or obligation to you.

10. Confidentiality

Each party may receive the other's non-public information ("Confidential Information"). The receiving party will use the disclosing party's Confidential Information only to perform under these Terms and will protect it with reasonable care. This Section does not apply to information that is public through no fault of the receiving party, independently developed, or rightfully received from a third party, and does not prevent disclosure required by law provided reasonable notice is given where permitted.

11. Disclaimers of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. TRELLFLOW DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT ANY DATA, VALUATION, AGING CALCULATION, OR OUTPUT WILL BE ACCURATE OR COMPLETE. YOU USE THE SERVICE AND RELY ON ITS OUTPUTS AT YOUR OWN RISK.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRELLFLOW AND ITS OFFICERS, MEMBERS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE, WHETHER IN CONTRACT, TORT, OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TRELLFLOW'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID TO TRELLFLOW FOR THE SERVICE IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

These limitations apply notwithstanding the failure of essential purpose of any limited remedy. Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.

13. Indemnification

You will defend, indemnify, and hold harmless TrellFlow and its officers, members, employees, and agents from and against any claims, damages, liabilities, losses, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your Customer Data; (b) your use of the Service, including any communications you send; (c) your violation of these Terms or any law; (d) your collection activities or dealings with any Counterparty; or (e) your violation of the rights of any third party, including any TCPA, CAN-SPAM, FDCPA, FCRA, or privacy claim arising from your use of the Service.

14. Term, Suspension, and Termination

These Terms apply while you use the Service. You may terminate by cancelling your subscription and ceasing use. We may suspend or terminate your access immediately if you breach these Terms, fail to pay, or if we reasonably believe your use poses a security, legal, or operational risk. Upon termination, your right to use the Service ends. We will make Customer Data available for export for a limited period after termination as described in our Privacy Policy, after which we may delete it. Sections that by their nature should survive (including Sections 3, 6.2, 9–13, and 15) survive termination.

15. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of New Jersey, without regard to its conflict-of-laws rules. Subject to any agreement to arbitrate, the state and federal courts located in New Jersey will have exclusive jurisdiction over any dispute not subject to arbitration, and you consent to their jurisdiction and venue. Each party waives any right to a jury trial. Any claim must be brought within one (1) year after it arises, to the extent permitted by law.

16. Changes to These Terms

We may update these Terms from time to time. If we make material changes, we will provide reasonable notice (for example, by email or in-app notice). Changes take effect on the date stated in the notice, and your continued use of the Service after that date constitutes acceptance. If you do not agree, you must stop using the Service.

17. Miscellaneous

These Terms, together with our Privacy Policy and any order you accept, are the entire agreement between you and TrellFlow regarding the Service. If any provision is held unenforceable, the remaining provisions remain 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. Nothing in these Terms creates a partnership, agency, or employment relationship. Notices to you may be sent to the email on your account.

18. Contact

TrellFlow LLC Email: legal@trellflow.com Web: trellflow.com