Terms of Service
These Terms govern your use of the Captain EPM website and of our software products — EPM Commander, Captain MCP and EPM Conductor. Each section begins with a plain-English summary. The summaries are there to help you read the document; the full text is what takes legal effect.
1Introduction and Acceptance
By using our website or our software, you agree to these Terms. If you do not agree, do not use them.
These Terms of Service (the "Terms") govern your access to and use of the captain-epm.com website (the "Site") and the software products described in section 3 (each, a "Product", and together the "Products"). The Site and the Products are operated by Captain EPM, a sole proprietorship established under the laws of the Oriental Republic of Uruguay ("Captain EPM", "we", "us", "our").
By accessing the Site, downloading or installing a Product, creating an account, activating a licence key, or otherwise using anything we provide, you accept these Terms and enter into a binding agreement with us. If you are accepting on behalf of a company or other organisation, you represent that you have authority to bind that organisation, and "you" means that organisation.
If you do not agree to these Terms, you must not use the Site or the Products.
2Definitions
A short glossary so the rest of this document is unambiguous.
- "Product" means EPM Commander, Captain MCP, EPM Conductor, or any other software we make available, including installers, container images, updates and documentation.
- "Licence" means the right to use a Product granted under section 4, as evidenced by an active subscription, licence key or activation record.
- "Your Environment" means the Oracle EPM Cloud instances, servers, virtual machines, workstations and networks that you own or control.
- "Your Data" means the data, metadata, configurations, logs and content that you process using a Product, all of which originates from and remains within Your Environment.
- "Documentation" means the user guides, technical specifications and support material we publish for the Products.
3The Products and Services
We sell three products. All three are installed and run on infrastructure you control. We are not a hosted SaaS provider, and we are not affiliated with Oracle.
Captain EPM currently makes the following Products available. Each is licensed separately and each is delivered as software you install and operate yourself:
- EPM Commander — a Microsoft Excel add-in for Oracle EPM Cloud administration, diagnostics, reporting and AI-assisted analysis, installed on a Windows workstation.
- Captain MCP — a standalone Model Context Protocol server that allows compatible AI agents to interact with Oracle EPM Planning and Financial Consolidation and Close, installed on a Windows machine you control.
- EPM Conductor — a web-based orchestration platform for Oracle EPM Cloud, distributed as a containerised application that you deploy on your own virtual machine or cloud tenancy.
We do not host your instance of any Product, and we do not operate the environments the Products connect to. Certain ancillary services — including the Site, account management, licence activation and update distribution — are operated by us and are also covered by these Terms.
We may add, modify, or discontinue Products and features. Where a change materially reduces the functionality of a Product you are actively licensing, we will give reasonable notice.
4Licence Grant
You get a limited, non-exclusive, non-transferable, revocable right to use the software for your own business. You do not get ownership of anything.
Subject to your compliance with these Terms and payment of all applicable fees, Captain EPM grants you a limited, non-exclusive, non-transferable, non-sublicensable and revocable licence to install and use the Products for your internal business purposes, for the number of seats, users, environments or instances covered by your Licence, and for the duration of your Licence term.
This is a licence, not a sale. No title, ownership or intellectual property right in any Product transfers to you under these Terms. All rights not expressly granted in this section are reserved by Captain EPM.
Licence keys and activation records are issued to you and may not be shared, transferred, resold, or used beyond the scope purchased. Where a Product includes an offline or local licence activation mechanism, that mechanism forms part of the Product and is protected by section 7.
5Trials, Subscriptions and Fees
Free trials are time-limited and may be feature-limited. Paid licences run for the term you purchase. Prices and tiers are published separately.
We may offer free trials of one or more Products. Trials are provided for evaluation only, run for the period stated at the time of download or activation, and may be limited in features, users, environments or data volume. We may modify or withdraw trial availability at any time.
At the end of a trial, the Product will cease to function or will revert to a restricted state unless a paid Licence is activated. We are under no obligation to retain configurations, routines, schedules or history created during a trial.
Paid Licences are offered in tiers described on the Site or in a written quotation. Fees, currencies, billing frequency and any applicable taxes are those stated at the time of purchase. You are responsible for all taxes and duties other than taxes on our income.
Fees are payable in advance. If payment fails or is not received by the due date, we may suspend licence activation, updates and support until the account is brought current.
6Auto-Renewal and Cancellation
Subscriptions renew automatically unless you cancel before the renewal date. Cancelling stops the next renewal; it does not refund the current period.
Unless stated otherwise in writing, subscription Licences renew automatically at the end of each billing period for a further period of the same length, at the then-current price for your tier.
You may cancel at any time through your account settings or by emailing us at the address in section 17. To avoid being charged for the next period, cancellation must be received at least twenty-four (24) hours before the renewal date.
Cancellation takes effect at the end of the current paid period. You retain access until that date. Fees already paid are not refunded on a pro-rata basis for partial periods, except where a refund is required by applicable law.
On expiry or cancellation of a Licence, the corresponding Product will cease to be licensed and must no longer be used. Section 14 governs what happens to installed copies.
7Acceptable Use and Prohibited Actions
Use the Products to run your own EPM environments. Do not reverse engineer them, resell them, defeat the licensing, or use them to build a competing product.
The Products are licensed for Oracle EPM administration, financial planning and close workflows, and related internal business use by you and your personnel.
You must not, and must not permit any third party to:
- Reverse engineer, decompile, disassemble, de-obfuscate, extract, or otherwise attempt to derive the source code, algorithms, data structures or underlying ideas of any Product, except strictly to the extent that such restriction is prohibited by applicable law.
- Circumvent, disable, tamper with or attempt to defeat any licence key, activation check, entitlement mechanism, usage limit or technical protection measure in a Product.
- Copy, distribute, publish, rent, lease, lend, resell, sublicense, host for third parties, or otherwise make a Product available to anyone outside your organisation.
- Share credentials or licence keys, or exceed the seats, users, environments or instances covered by your Licence.
- Use a Product, its Documentation, its interface design or its output to design, develop, train, benchmark or market a competing or substantially similar product or service.
- Remove, obscure or alter any copyright, trademark, licence or other proprietary notice contained in or displayed by a Product.
- Use a Product in any manner that violates applicable law, the terms of your Oracle EPM Cloud subscription, Oracle’s own terms of service, or the terms of any third-party service the Product interacts with.
- Use a Product to gain unauthorised access to any system, or to process data you are not authorised to process.
- Perform automated scraping, load testing, or penetration testing against our Site or licensing infrastructure without our prior written consent.
We may suspend or terminate your Licence immediately, without refund, if we reasonably determine that you have breached this section.
8Your Data, Credentials and Privacy
Your data stays in your environment. We do not want your Oracle passwords and we do not store them on our servers.
You retain all right, title and interest in Your Data. Nothing in these Terms transfers ownership of Your Data to us, and we do not acquire any licence to Your Data other than as strictly necessary to provide support you have expressly requested.
The Products connect to Your Environment from infrastructure you control. Oracle EPM Cloud credentials and connection details are held within Your Environment and are protected using encryption at rest. They are not transmitted to, or stored on, Captain EPM servers.
Where a Product uses third-party AI services, you supply and are responsible for your own API keys and for the terms governing those services. Content you send to a third-party AI provider is governed by that provider’s terms and privacy policy, not ours.
You are solely responsible for data governance, retention, classification, access control and regulatory compliance within Your Environment, including any obligations arising from financial, personal or confidential data processed using a Product.
Our collection of account, billing, licensing and website data is described in our Privacy Policy, which forms part of these Terms. We do not sell your personal data.
9Intellectual Property and Ownership
We own the software, the designs, the branding and the documentation. You own your data. Nothing here gives you rights to our intellectual property.
All intellectual property rights in and to the Products, the Site, and all associated materials are and remain the exclusive property of Captain EPM and its licensors. This includes, without limitation:
- All source code, object code, binaries, container images, scripts, installers and licensing mechanisms comprising the Products.
- The architecture, data models, job type definitions, orchestration logic, rule-discovery methods, reconciliation logic, workflows and other technical designs embodied in the Products.
- The user interfaces, screen layouts, visual designs, iconography, animations, colour systems and typography of the Products and the Site.
- The names "Captain EPM", "EPM Commander", "Captain MCP" and "EPM Conductor", the Captain EPM logo and boat device, and all other marks, logos, trade dress and brand elements we use.
- All Documentation, marketing copy, website content, tutorials, training material and knowledge base articles.
The Products are protected by copyright, trademark, trade secret and other intellectual property laws and by international treaties. Unauthorised reproduction, distribution or derivative use of any part of them is a breach of these Terms and may be unlawful.
Captain EPM expressly reserves all rights not granted to you in these Terms. No right or licence is granted by implication, estoppel or otherwise. In particular, nothing in these Terms grants you any right to use our names, logos or brand elements without our prior written permission.
You retain ownership of Your Data and of any reports, extracts, dashboards or outputs generated from Your Data through a Product, subject to our continuing ownership of the Product itself and of any templates, structures or components supplied with it.
10Feedback and Contributions
If you send us a suggestion, we can use it freely and we own what we build from it. You keep the right to use your own idea too.
You may choose to send us feedback, suggestions, feature requests, bug reports, workflow descriptions, sample configurations or other input relating to the Products ("Feedback"). Feedback is provided voluntarily.
You grant Captain EPM a perpetual, irrevocable, worldwide, royalty-free, fully paid-up, sublicensable licence to use, reproduce, modify, disclose and exploit Feedback for any purpose, including to develop, improve and commercialise the Products, without obligation of confidentiality, attribution or compensation to you.
Captain EPM exclusively owns all intellectual property rights in any product, feature, code or material it develops that incorporates or is derived from Feedback. This section does not restrict your own use of your Feedback.
Do not send us Feedback that is confidential to you or to a third party, or that you are not free to disclose. We are under no obligation to keep Feedback confidential.
11Third-Party Services and Trademarks
We are an independent vendor. We are not affiliated with, endorsed by, or partnered with Oracle, Microsoft or any AI provider.
Captain EPM is an independent software vendor. Captain EPM is not affiliated with, sponsored by, endorsed by, or in any way officially connected to Oracle Corporation, Microsoft Corporation, Anthropic, OpenAI, Google, Docker, Inc., or any other third party whose products the Products interoperate with.
Oracle, Oracle EPM Cloud, Essbase, Hyperion, Planning, PBCS, EPBCS, FCCS and NetSuite are trademarks or registered trademarks of Oracle Corporation. Microsoft, Excel, Office and Windows are trademarks of Microsoft Corporation. Claude is a trademark of Anthropic. All other product names, logos and brands referenced on the Site or within the Products are the property of their respective owners, and are used for identification purposes only. Such use does not imply endorsement or affiliation.
The Products depend on third-party services, APIs and platforms that we do not control. Your use of those services is governed by the terms of their respective providers. We are not responsible for changes, deprecations, outages, rate limits or pricing decisions made by those providers, or for any resulting loss of Product functionality.
The Products incorporate third-party open-source components. Those components are licensed to you under their own licence terms, which are supplied with the relevant Product and which take precedence over these Terms in respect of those components only.
12Warranties and Disclaimers
The software is provided as is. We do not guarantee it will be uninterrupted, error-free, or correct for your particular situation.
The Site and the Products are provided "AS IS" and "AS AVAILABLE", without warranty of any kind. To the maximum extent permitted by applicable law, Captain EPM disclaims all warranties, express, implied or statutory, including any implied warranties of merchantability, fitness for a particular purpose, title, accuracy, and non-infringement.
We do not warrant that the Products will be uninterrupted, timely, secure or error-free; that defects will be corrected; that the Products will operate with every configuration of Your Environment; or that any result, calculation, consolidation, reconciliation or AI-generated output will be accurate, complete or suitable for your purposes.
The Products are administrative and analytical tools. They do not constitute financial, accounting, tax, audit or legal advice. You remain solely responsible for reviewing and validating any output before relying on it, and for the accuracy and integrity of Your Environment.
You are responsible for maintaining your own backups and for testing any Product in a non-production environment before using it against production systems.
13Limitation of Liability
Our total liability is capped at what you paid us in the previous twelve months. We are not liable for lost data, lost profits or consequential losses.
To the maximum extent permitted by applicable law, Captain EPM shall not be liable for any indirect, incidental, special, consequential, exemplary or punitive damages, or for any loss of profits, revenue, goodwill, business opportunity, data or data integrity, however caused and under any theory of liability, even if we have been advised of the possibility of such damages.
Without limiting the foregoing, Captain EPM shall not be liable for damage to, corruption of, or loss of data or configuration within Your Environment; for the consequences of any job, rule, routine, consolidation, deployment or schedule executed through a Product; or for any business, financial, accounting or reporting decision made in reliance on Product output.
The total aggregate liability of Captain EPM arising out of or relating to these Terms, the Site or the Products, whether in contract, tort or otherwise, shall not exceed the total fees actually paid by you to Captain EPM in the twelve (12) months immediately preceding the event giving rise to the claim.
Nothing in these Terms excludes or limits liability for fraud, wilful misconduct, or any liability that cannot be excluded or limited under applicable law.
14Indemnity
If your misuse of the software causes a third party to sue us, you cover us.
You agree to indemnify, defend and hold harmless Captain EPM against any claim, demand, proceeding, loss, liability, damage, cost or expense (including reasonable legal fees) arising out of or relating to: your breach of these Terms; your violation of any law or third-party right; your use of a Product in Your Environment; or Your Data.
15Term, Suspension and Termination
These Terms run while you use our software. If your licence ends, you must stop using the software and remove it.
These Terms take effect when you first access the Site or a Product and continue until all your Licences have expired or been terminated.
We may suspend or terminate your Licence and your access to the Site immediately and without notice if you materially breach these Terms, if you fail to pay fees when due, or if we are required to do so by law.
On expiry or termination of a Licence, all rights granted to you under section 4 cease immediately. You must stop using the relevant Product, uninstall and delete all copies in your possession or control, including container images and backups of the Product itself, and confirm to us in writing on request that you have done so. This does not require you to delete Your Data.
Sections 8 (Your Data), 9 (Intellectual Property), 10 (Feedback), 11 (Third-Party Services), 12 (Disclaimers), 13 (Limitation of Liability), 14 (Indemnity), 16 (Governing Law) and any other provision that by its nature should survive, survive termination.
16Changes to These Terms
We can update these Terms. For material changes we will tell you, and continuing to use the software means you accept them.
We may modify these Terms from time to time. The version number and Last Updated date at the top of this page indicate the current release. The current version is always published at captain-epm.com/terms.
For material changes, we will provide notice by email to the address on your account, or through an in-product notice, before the changes take effect. Your continued use of the Site or a Product after the effective date constitutes acceptance of the revised Terms. If you do not accept them, you must stop using the Site and the Products and may cancel in accordance with section 6.
17Governing Law and Disputes
Uruguayan law applies. We try to resolve disputes by talking first; failing that, the courts of Montevideo have jurisdiction.
These Terms and any dispute arising out of or in connection with them, including non-contractual disputes, are governed by and construed in accordance with the laws of the Oriental Republic of Uruguay, without regard to conflict of law principles. The United Nations Convention on Contracts for the International Sale of Goods does not apply.
In the event of a dispute, the parties will first attempt in good faith to resolve the matter through direct negotiation, initiated by written notice, for a period of thirty (30) days.
If the dispute is not resolved within that period, it shall be submitted to the exclusive jurisdiction of the competent courts of the city of Montevideo, Uruguay, and each party irrevocably submits to that jurisdiction.
If any provision of these Terms is held to be invalid or unenforceable, that provision shall be limited or severed to the minimum extent necessary, and the remaining provisions shall remain in full force. Our failure to enforce any provision is not a waiver of it. These Terms, together with the Privacy Policy and any product-specific licence agreement, constitute the entire agreement between the parties in respect of their subject matter.
18Contact
Questions about these Terms go to support@captain-epm.com.
For questions about these Terms, licensing, or any notice required under them, contact us at support@captain-epm.com, or through the contact form at captain-epm.com/contact.
Version 2.0 · Last updated July 27, 2026 · © 2026 Captain EPM. All rights reserved.