Last updated · 30 August 2026
These terms govern paid subscriptions to the Incentrix platform, operated by Incentrix Operations Pty Ltd, ABN 68 699 994 922 (Incentrix, we, our or us).
1.1 These Subscription Terms (Terms) form a contract between Incentrix Operations Pty Ltd, ACN 699 994 922, of Suite 17, 89-97 Jones Street, Ultimo NSW 2007, Australia, and the business identified in an Order (Customer, you). An Order is either (a) an order form signed by both parties (Order Form), or (b) a plan you select and pay for through the platform. Together, the Order and these Terms (and our Privacy Policy) are the entire agreement between us for the services. If an Order Form conflicts with these Terms, the Order Form supersedes.
1.2 Scope. These Terms cover your subscription to the Incentrix platform only. Any rebate broking, claim submission, claim management or funding service we may offer is provided under a separate written agreement, and nothing in these Terms creates an obligation on either party in relation to those services.
1.3 Where we offer the platform. We offer the platform to businesses worldwide. You are responsible for determining that your use of the platform is lawful in the jurisdictions in which you operate, and for compliance with the laws that apply to you, including data protection, tax and trade laws.
1.4 The Incentrix platform is a business tool for managed service providers and technology partners. It is offered for business use, and is not offered for personal, domestic or household use. These Terms do not apply to distributors on a custom enterprise agreement — that agreement applies instead. By signing an Order Form, or by selecting a plan and paying through the platform, you accept these Terms and confirm that you have authority to bind the Customer.
2.1 Access to the platform is through individual user accounts, authenticated by single sign-on or emailed sign-in links. You may invite people to your workspace up to any user limit in your Order. Each account is for one person; accounts must not be shared or transferred between people.
2.2 You are responsible for the people you give access to (Authorised Users), for keeping their access current (for example, removing people who leave your business), and for their compliance with these Terms. You must tell us promptly if you become aware of unauthorised access to your workspace.
3.1 During your Subscription Term we grant you a non-exclusive, non-transferable right for your Authorised Users to access and use the platform for your internal business purposes, in accordance with your Order and these Terms.
3.2 We regularly update and improve the platform, and features may change over time. We will not materially reduce the core functionality of the platform during your current Subscription Term.
4.1 Customer Data is the data you or your Authorised Users submit to the platform, and the data retrieved from third-party services (such as Microsoft Partner Center) at your direction. You own your Customer Data. You grant us a licence to host, copy, process, transmit and display Customer Data only as needed to provide the services, to prevent or address technical or security problems, and as permitted by these Terms or required by law.
4.2 AI and model training. We do not use Customer Data to train, fine-tune or otherwise improve any general-purpose machine learning model, whether ours or a third party's. Where the platform uses third-party AI services to process Customer Data, those providers do not train models on any inputs or outputs from our use of the service, and retain data only for a limited period for abuse monitoring.
4.3 De-identified data. We may create and use data that is aggregated or de-identified so that it does not identify you, your Authorised Users or your clients, to operate, benchmark and improve the platform.
4.4 Roles. Where Customer Data includes personal data or personal information, you are the controller (or equivalent) and we act as your processor (or equivalent), processing it on your documented instructions as set out in these Terms, your configuration of the platform and any data processing agreement between us.
4.5 You are responsible for the accuracy and lawfulness of the Customer Data you provide, including having the rights and consents needed to give it to us.
5.1 How connections work. The platform lets separate workspaces connect — for example, a distributor workspace connecting with an MSP workspace (a Connection). Data is shared between connected workspaces only to the extent of the sharing scopes (each a Sharing Scope) accepted by the workspace that owns the data (the Sharing Workspace). The workspace receiving data under a Connection is the Receiving Workspace, and the organisation that operates it is the Receiving Organisation. The Sharing Workspace may change or revoke a Sharing Scope at any time.
5.2 Revocation is prospective. Changing or revoking a Sharing Scope stops further data being shared under that Sharing Scope. It does not require the Receiving Workspace to delete, return or stop using data it has already received, and we are not able to retrieve that data on your behalf. If you need data already shared to be deleted, you must arrange that directly with the Receiving Organisation.
5.3 Shared data. You acknowledge that data disclosed through a Connection may include commercially sensitive information relating to you and to your clients, including client identities, product mix and spend data. Before accepting a Sharing Scope, you warrant that you have made your own assessment of the data within that Sharing Scope, hold all rights and consents necessary to disclose it to the Receiving Workspace, and accept that the Receiving Organisation will hold and use it. We do not verify these matters, and you are responsible for the Sharing Scopes you accept.
5.4 Obligations of each connected workspace. Each party to a Connection must: (a) use data received through the Connection only for the purpose of the commercial relationship between the connected organisations; (b) comply with all privacy and data protection laws that apply to it in respect of that data; and (c) maintain reasonable security safeguards for that data. Each party remains responsible for its own use of data it receives.
5.5 Our role. We provide the mechanism by which workspaces connect and set Sharing Scopes. We are not a party to, and are not responsible for, the commercial relationship between you and any connected organisation, and we do not monitor or control how a Receiving Organisation uses data it has properly received. In respect of Customer Data shared through a Connection, we act on the instructions of the Sharing Workspace.
6.1 The platform uses automated analysis, including artificial intelligence, to identify potential incentives, estimate values, and pre-screen eligibility. These outputs are generated from the data available to the platform and from published program information, which changes frequently and can contain errors.
6.2 Outputs are provided for your information only. They are not financial, legal or professional advice, and they are not a representation that you are eligible for, or will receive, any incentive, rebate or payment from any vendor or program operator. Incentive decisions are made solely by the relevant program operator. You are responsible for verifying outputs before relying on them.
6.3 Incentrix is an independent company. We are not affiliated with or endorsed by any vendor whose programs appear on the platform. Their trademarks belong to them.
7.1 The platform can connect to third-party services (for example, Microsoft Partner Center) at your direction. By connecting a third-party service, you authorise us to access and retrieve data from it on your behalf, and you confirm that doing so is permitted under your agreement with that third party.
7.2 Provider requirements. Your use of the platform in connection with a third-party service must comply with that provider's applicable terms. Where a provider imposes requirements on how its data may be accessed, used, stored or disclosed, we may pass those requirements on to you by notice, and you must comply with them from the date stated in the notice. If a provider withdraws or restricts our access to its service, we may suspend or discontinue the affected functionality; if that materially reduces the core functionality of the platform for the remainder of your Subscription Term, you may terminate the affected Order on notice and we will refund unused prepaid fees for the terminated period.
7.3 We are not responsible for third-party services, including their availability, their data accuracy, or changes they make to their interfaces that affect the platform. A failure of the platform caused by a third-party service is not a breach of these Terms.
8.1 You must not, and must ensure your Authorised Users do not:
9.1 You represent and warrant that neither you nor any person that owns or controls you is subject to trade or economic sanctions administered by Australia, the United States, the United Kingdom, the European Union or the United Nations, and that you are not located in, or ordinarily resident in, a country or territory subject to comprehensive sanctions.
9.2 Each party must comply with applicable sanctions, export control and anti-bribery and anti-corruption laws in connection with this agreement. You must not use, export or make the platform available in breach of those laws. You must tell us promptly if this representation ceases to be accurate, and we may suspend or terminate immediately if it does.
10.1 Plans. Your Order states your plan and price. We offer:
10.2 Currency and refunds. Unless the Order says otherwise, fees are in US dollars and are non-refundable except as set out in these Terms or required by law.
10.3 Card and invoice. Card payments are processed by our payment provider (currently Stripe) and are charged at the start of each billing period. You authorise recurring charges for each billing period until the subscription ends under section 11. Invoiced payments are due within 30 days of the invoice date.
10.4 Taxes. Fees are exclusive of all taxes, duties and government charges, including GST, value added tax, sales and use tax and equivalent transaction taxes. If any such tax applies to a supply under these Terms, you must pay it in addition to the fees, except taxes on our net income.
10.5 Tax registration details. You must give us the tax registration information we reasonably require, including any GST, VAT or equivalent registration number, and keep it current. Where a reverse charge or similar mechanism applies only if you hold a valid registration, and you do not provide one, we may charge the applicable tax and you must pay it. You are responsible for any assessment, interest or penalty arising from information you give us that is incorrect or out of date.
10.6 Australian GST. Where Australian GST applies, we will issue a tax invoice showing the GST amount in Australian dollars, converted at the rate required by Australian tax law.
10.7 Withholding. If you are required by law to withhold or deduct an amount from a payment, you must gross up the payment so that we receive the full fee, and give us the documentation we reasonably require to claim any available credit.
10.8 Price changes. For annual plans, we may change pricing with effect from your next renewal on at least 30 days' notice before the renewal date; prices do not change during a current Subscription Term. For monthly plans, we may change pricing on at least 30 days' notice, taking effect from the first billing period after the notice period ends. If you do not accept a price change to a monthly plan, you may cancel under section 11.
10.9 Overdue amounts. If a payment is overdue, we may charge interest at 6% per annum above the Reserve Bank of Australia cash rate, calculated daily from the due date until payment. We may suspend access under section 12.
11.1 Monthly plans. The Subscription Term is one month, starting on the start date in your Order, and renews automatically each month at the then-current pricing until cancelled. You may cancel at any time through your account settings or by written notice. Cancellation takes effect at the end of the current paid month; your access continues until then and the fee for that month is not refunded.
11.2 Annual plans. The Subscription Term is 12 months, starting on the start date in your Order, and renews automatically for a further 12 months at the then-current pricing unless either party gives written notice of non-renewal at least 30 days before the renewal date.
You may cancel an annual subscription at any time through your account settings or by written notice. Cancellation stops the subscription renewing and ends the agreement at the end of your current Subscription Term. Your access continues until then, and fees already paid are not refunded or pro-rated. You may ask us to end your access earlier, in which case fees already paid are still not refunded.
11.3 Renewal reminder. For annual plans, we will email the billing contact on your account at least 30 days before each renewal date, stating the renewal date, the price that will apply and the deadline for giving notice of non-renewal.
11.4 Changing plans. You may move from a monthly plan to an annual plan at any time; the annual Subscription Term starts on the date of the change. You may move from an annual plan to a monthly plan with effect from the end of your current Subscription Term, by giving notice under clause 11.2.
12.1 We may suspend your access to the platform, in whole or in part, immediately and without liability if:
12.2 If you fail to pay subscription fees when due, we will take reasonable steps to notify you. Subject to the processing and payment timing of your bank or card provider: (a) if you do not pay within 3 business days of that notice, we may suspend your subscription; and (b) if you do not pay within 14 days of the date the fees became due, we may terminate your subscription under section 13.4. This section applies to any subscription fee that is due and unpaid, including a monthly fee, an invoiced annual fee, and a fee payable on renewal of an annual plan.
12.3 You can reactivate a subscription suspended for non-payment by paying all outstanding subscription fees in full.
12.4 We will limit any suspension to what is reasonably necessary, notify you of the reason where we are permitted to do so, and restore access promptly once the cause is resolved. Suspension does not end your subscription. Where the suspension is caused by your breach, it does not pause your obligation to pay fees.
13.1 Termination by you. You may end your subscription under section 11. You may also terminate immediately by written notice if section 13.3 applies to us.
13.2 Termination by us on notice. We may terminate your subscription at any time by giving you one month's written notice. If we do, we will refund the unused pro-rata portion of any prepaid fees.
13.3 Immediate termination. Either party may terminate immediately by written notice if the other party:
13.4 Termination for non-payment. We may terminate your subscription if subscription fees remain unpaid 14 days after the date they became due.
13.5 Effect of termination. On expiry or termination: (a) your right to access the platform ends; (b) amounts already due and unpaid remain payable; and (c) fees already paid are not refunded, except that we will refund the unused pro-rata portion of prepaid fees if you terminate under section 13.3 or we terminate under section 13.2.
13.6 Data export. For 30 days after expiry or termination, we will make your Customer Data available for export in a structured, commonly used, machine-readable format on request. After that period we may delete Customer Data from the platform, except where law requires retention or data persists in routine backups, which expire on their normal schedule. Ending your subscription does not affect data already shared with a connected workspace under section 5.
14.1 Each party may receive confidential information of the other under this agreement, including Customer Data, pricing, and non-public business or technical information. The receiving party must keep it confidential, use it only for the purposes of this agreement, and disclose it only to personnel and advisers who need it and are bound by confidentiality obligations.
14.2 These obligations do not apply to information that is or becomes public through no fault of the receiving party, was known to it without restriction before disclosure, was independently developed, or must be disclosed by law (with notice to the other party where lawful and practical).
15.1 Status and governing law. Incentrix Operations Pty Ltd (ACN 699 994 922) is a proprietary limited company incorporated in Australia with its registered office in New South Wales. This agreement is governed by the laws of New South Wales under section 24. The data protection laws that apply to each party's processing apply by their own terms and are not affected by that choice of law.
15.2 Compliance. Each party must comply with the data protection laws applicable to it, which may include the Privacy Act 1988 (Cth) and the Australian Privacy Principles, the EU General Data Protection Regulation, the UK General Data Protection Regulation and applicable United States State privacy laws.
15.3 Processing and customer obligations. We process personal data in accordance with our Privacy Policy. You must hold all rights, and have given all notices and obtained all consents, necessary to provide personal data to us through the platform, including in respect of disclosure to recipients in other countries as described in that policy.
15.4 Data processing agreement. Where applicable data protection law requires a written processing agreement, or where you otherwise reasonably request one, we will enter into our Data Processing Addendum with you. Once executed it forms part of this agreement and, to the extent of any inconsistency about the processing of personal data, it prevails over these Terms.
15.5 International transfers. Customer Data may be processed and stored in the regions stated on our Security page, and accessed by our personnel and sub-processors in other countries. Where personal data is transferred out of a jurisdiction that restricts international transfers, we will use a lawful transfer mechanism, including standard contractual clauses where applicable.
15.6 Security. We maintain administrative, technical and organisational safeguards designed to protect Customer Data, as described on our Security page. We will not materially reduce the overall security of the platform during your Subscription Term.
15.7 Hosting and data location. The platform is hosted on Microsoft Azure. Customer Data is stored in the region stated on our Security page. We may change regions, to supported hosting locations, on 30 days' notice, and will not do so in a way that materially reduces the overall security of the platform. You may request a change of region in writing; we may charge an additional service fee for that change.
15.8 Sub-processors. We use third-party service providers to help deliver the platform. A current list is published at incentrix.io/subprocessors. You authorise us to engage those sub-processors and to make changes to them in accordance with this section.
15.9 Security incidents. If we become aware of unauthorised access to Customer Data, we will notify you within 72 hours of confirming the incident, provide the information reasonably available to us, and cooperate with you on remediation and any notification obligations you have under privacy law.
16.1 We (and our licensors) own all intellectual property rights in the platform, including its software, design, methodologies and documentation, and in any improvements to them. Nothing in these Terms transfers those rights to you. Nothing in these Terms transfers your rights in Customer Data to us beyond the licence in section 4.
16.2 If you give us feedback, suggestions or ideas about the platform, we may use them without restriction or obligation to you, provided we do not identify you as the source without your consent.
17.1 We warrant that: we have the right to provide the platform; the platform will perform materially as described in your Order and our documentation; and we will provide the services with reasonable care and skill.
17.2 Except for those warranties, and to the maximum extent permitted by law, the platform is provided “as is” and we exclude all other warranties, whether express or implied, including fitness for a particular purpose and non-infringement. We do not warrant that the platform will be uninterrupted or error-free, that outputs (including analysis and AI outputs) will be accurate or complete, or that you will qualify for or receive any incentive or payment from any program operator.
18.1 Generally. Nothing in these Terms excludes, restricts or modifies any guarantee, right or remedy available to you under a law that applies to you and that cannot lawfully be excluded, restricted or modified. Where a provision of these Terms would do so, it applies only to the extent the law permits.
18.2 Australia. Nothing in these Terms excludes, restricts or modifies any guarantee, right or remedy under the Competition and Consumer Act 2010 (Cth), including the Australian Consumer Law. Where such a guarantee applies and we are entitled to limit our liability for its breach, our liability is limited, at our option, to resupplying the services or paying the cost of having the services resupplied.
19.1 Indirect loss. To the maximum extent permitted by law, neither party is liable to the other for loss of profits, revenue, goodwill, anticipated savings or data, or for indirect or consequential loss, however arising, even if advised of the possibility of that loss.
19.2 General cap. Subject to clauses 19.3 and 19.4, and to the maximum extent permitted by law, each party's total aggregate liability arising out of or in connection with this agreement, however arising, is capped at the fees paid or payable by you in the 12 months immediately before the first event giving rise to the liability.
19.3 Confidentiality and data breach cap. Each party's total aggregate liability for breach of section 14 (confidentiality), and our total aggregate liability for unauthorised access to or disclosure of Customer Data, is capped at AUD $500,000. This cap applies in aggregate across all claims under this agreement and is not a per-claim cap.
19.4 Matters outside the caps. The exclusions and caps above do not apply to: your obligation to pay fees; your breach of section 8 (acceptable use); a party's infringement of the other party's intellectual property rights; a party's indemnity obligations under section 20; a party's wilful misconduct; or liability that cannot be limited by law (including under section 18).
20.1 We will defend you against any third-party claim that the platform (used as permitted by this agreement) infringes that third party's intellectual property rights, and pay damages finally awarded or amounts agreed in settlement of that claim. If such a claim arises, we may modify the platform to be non-infringing, procure the rights for you to keep using it, or terminate the affected subscription and refund unused prepaid fees. This is your exclusive remedy for third-party IP infringement claims about the platform.
20.2 You will defend us against any third-party claim arising from Customer Data (including that we lacked the rights to process it as permitted here), from data you share through a Connection under section 5, or from your use of the platform in breach of these Terms or applicable law, and pay damages finally awarded or amounts agreed in settlement of that claim.
20.3 The indemnified party must promptly notify the indemnifying party of a claim, give it control of the defence and settlement, and provide reasonable assistance. The indemnifying party must not settle a claim in a way that imposes obligations on the indemnified party without its consent.
21.1 We may identify you as a customer, and use your name and logo for that purpose on our website and in marketing materials, in a manner consistent with your brand guidelines if you provide them. You can opt out at any time by emailing support@incentrix.io, and we will stop new uses within a reasonable period.
22.1 Neither party is liable for failure or delay in performing its obligations (other than payment obligations) caused by events beyond its reasonable control, including natural disasters, war, terrorism, civil unrest, government action, widespread internet or utility failure, or failures of cloud infrastructure providers. The affected party must give prompt notice and use reasonable efforts to resume performance.
22.2 If a force majeure event prevents performance for more than 30 consecutive days, either party may terminate the affected Order on notice, and we will refund unused prepaid fees for the terminated period.
23.1 We may update these Terms from time to time by publishing the updated version on our website. Changes that do not materially reduce your rights take effect 7 days after publication.
23.2 Notice. Before a material change takes effect we will publish the updated Terms on our website and notify the billing contact on your account by email. The notice will state what has changed in summary, where to read the updated Terms in full, and the date the change takes effect.
23.3 When material changes take effect. For annual plans, material changes take effect at the start of your next Subscription Term, and we will give you at least 30 days' notice before your renewal date. For monthly plans, material changes take effect on at least 30 days' notice.
23.4 Acceptance. If you continue to use the platform after a material change takes effect, you accept the updated Terms. If you do not accept a material change, you may cancel or elect not to renew under section 11 before it takes effect, and the change will not apply to you.
23.5 A change agreed in a signed Order Form prevails over a published change. This section does not apply to pricing, which is governed by section 10.8.
24.1 Governing law. These Terms are governed by the laws of New South Wales, Australia, without regard to conflict of laws rules. The United Nations Convention on Contracts for the International Sale of Goods does not apply.
24.2 Jurisdiction. Each party submits to the exclusive jurisdiction of the courts of New South Wales and courts entitled to hear appeals from them. Despite that, we may bring proceedings to recover unpaid fees, or to restrain infringement of our intellectual property, in any court of competent jurisdiction in a place where you are established or hold assets.
24.3 Local laws. If you access the platform from outside Australia, you are responsible for compliance with the laws that apply to you.
24.4 Disputes. Before starting court proceedings (except for urgent injunctive relief), the party claiming a dispute must give the other written notice describing it, and senior representatives of both parties with authority to settle must meet (in person or remotely) within 14 days and attempt in good faith to resolve it. If the dispute is not resolved within 30 days of the notice, either party may commence proceedings.
For questions and notices, contact us at:
Incentrix Operations Pty Ltd, ACN 699 994 922 / ABN 68 699 994 922
Suite 17, 89-97 Jones Street, Ultimo NSW 2007, Australia
Email: support@incentrix.io