Terms of Service

1. What Presies is

Presies converts bank statement PDFs into verified, Sage-ready CSV files for accounting practices. Every statement must pass verification against the figures the statement itself prints - the running balance re-computed on every row where the bank prints one, plus the statement's own totals where it publishes them - before a Sage import file is produced. Where a layout prints no running balance, those published totals are the verification. If a statement cannot be verified, Presies refuses and says why, rather than guessing. Convert to Excel is different: it gives a spreadsheet of a bank document's rows that has NOT been verified, and the file says so. Presies also reads supplier invoices into a capture worksheet, and a paid subscription includes document signing and PDF tools.

2. Your workspace and users

A subscription covers one accounting practice. Your administrator invites team members up to the number of seats on your plan. Each person must use their own login - accounts may not be shared between people or between firms, and access may not be resold. We may suspend a workspace that abuses the service, after contacting you.

3. Subscription and payment

Presies is a monthly subscription, billed in advance through Paystack or invoiced directly by agreement. Converting statements requires an active subscription. If a renewal payment fails, converting pauses until payment is settled; your history and account remain accessible.

4. Credits

Your plan includes a monthly credit allowance (5,000 credits unless agreed otherwise). A bank statement costs 3 credits per page, whether it is a PDF or a scan. A supplier invoice costs 1 credit, Convert to Excel costs 3 credits per page, and a document that is refused costs nothing. The allowance resets on the 1st of each calendar month. Credits do not roll over, have no cash value, and converting pauses when the allowance is used up. We can raise your allowance by agreement.

5. Cancellation

You can cancel at any time by emailing us, or, if you pay by card, from the Billing page. You keep full use of Presies until the end of the period you have paid for; after that, converting stops and no further charges are made. You can still sign in to see your conversion history. See the Refunds & cancellation policy for detail.

6. Your documents and your books

Uploaded statements are processed in memory and are not stored, except a statement that will not convert, which is sent to us so we can look into it - see the Privacy Policy. Presies flags anything it is uncertain about (for example description wording read by OCR from image-rendered statement cells) so your team can review it. Responsibility for your clients' books, including reviewing flagged items and what is imported into your accounting software, stays with your practice.

7. Liability

We provide Presies with reasonable skill and care. To the extent the law allows, our total liability for any claim connected to the service is limited to the subscription fees you paid in the three months before the claim arose, and we are not liable for indirect or consequential loss. Nothing in these terms limits liability that cannot lawfully be limited.

8. Changes

We may update these terms and will give you notice by email before material changes take effect. Continued use after notice means acceptance.

9. General

These terms are governed by South African law. Questions and notices: hello@presies.co.za.