Terms of Service
Last updated: 27 June 2026
These terms govern your use of SiteMargin, operated by Your Finance Department Pty Ltd (“we”, “us”, “our”). By creating an account or using the service you agree to these terms.
1. What SiteMargin does
SiteMargin is a software-as-a-service tool that connects to your Xero accounting file to produce WIP accounting, project-based profit recognition, and management reporting. We are not your accountant, bookkeeper or financial adviser, and our software does not replace professional accounting advice.
2. Your account
- You must be at least 18 and authorised to act on behalf of your business.
- You're responsible for keeping your password secure and for all activity under your account.
- One account = one organisation, unless you're on the Practice tier where multiple client orgs are permitted.
3. Acceptable use
You agree not to:
- Use SiteMargin for unlawful purposes.
- Attempt to reverse engineer, decompile or extract source code.
- Resell, sublicense or white-label the service without written agreement.
- Use automated scraping to extract bulk data beyond standard product features.
- Use the service to facilitate fraud, money laundering or tax evasion.
4. Xero connection
You authorise SiteMargin to read and write data in your Xero file using the scopes you grant during OAuth. You can revoke this access at any time from your Xero account or by disconnecting in SiteMargin. We'll only post journals to Xero based on actions you take in the app (no silent writes).
5. Fees and billing
- Subscription fees are billed in advance, monthly or annually, in AUD (plus GST where applicable).
- You can cancel at any time — cancellation takes effect at the end of your current billing period.
- No refunds for partial periods unless required by law.
- We may change pricing with 30 days notice to existing subscribers.
6. Your data
You own all data you bring into SiteMargin. We hold it under licence to provide the service. See our Privacy Policy for how we collect, store and protect it.
You can export your data at any time. If you cancel, we delete it within 60 days unless required to retain it for legal or accounting reasons.
7. Service availability
We aim for high availability but don't guarantee uninterrupted service. We may schedule maintenance windows. Third-party services (Xero, Supabase, Vercel) may have outages outside our control.
8. Calculations and decisions
SiteMargin calculates WIP, recognised revenue, margins and journal entries based on the data you and Xero provide. You're responsible for reviewing all outputs before posting journals to Xero and for any financial or business decisions you make based on those outputs. We don't accept liability for calculation errors arising from incorrect input data or misconfiguration.
9. Liability
To the extent permitted by law, our total liability for any claim arising out of your use of SiteMargin is limited to the fees you have paid in the 12 months preceding the claim. We exclude liability for indirect, consequential, special or punitive damages.
Nothing in these terms excludes consumer guarantees under the Australian Consumer Law that cannot be excluded.
10. Termination
You can terminate by cancelling your subscription. We may terminate your access for material breach of these terms, non-payment, or if continuing to provide the service becomes impracticable.
11. Changes to these terms
We may update these terms from time to time. Material changes will be notified to active subscribers by email at least 30 days before they take effect.
12. Governing law
These terms are governed by the laws of Queensland, Australia, and the courts of Queensland have exclusive jurisdiction.