Use of the CASA FP&A pilot

Important: Before launch, have these terms reviewed and replace this draft with your final terms.

Decision-support only

The Financial Health Check and FP&A portal provide educational and planning support. Forecasts are estimates based on uploaded information and stated assumptions. They are not a guarantee of performance, cash availability, tax outcomes, funding, compliance, or business success.

Your responsibilities

You are responsible for the accuracy, completeness, and lawful sharing of information entered or uploaded. You must keep account credentials confidential and promptly notify CASA of any suspected unauthorised use.

Invitation-only access

The portal is for invited users only. You must not attempt to access another company’s information, interfere with the service, reverse engineer protected services, or share portal access without written permission.

Professional engagement

Using a free tool or requesting a review does not by itself create a professional-client relationship. Any formal advisory, tax, accounting, or assurance engagement is subject to separately agreed terms.