This is a template-sourced v1 Terms of Service. It is a faithful description of how the platform actually operates, but it has not yet been reviewed by counsel. Before accepting paying customers at scale the text in this document will be reviewed by qualified SA + EU commercial counsel. If you are a regulator, partner, or prospective customer reviewing this page, treat it as factual but pre-professional.
1. Who we are, and acceptance of these Terms
DocReadi is operated by Jobsy (Pty) Ltd, a company incorporated in the Republic of South Africa, trading as "DocReadi" ("we", "us", "our"). These Terms of Service ("Terms") govern your access to and use of the DocReadi websites at docreadi.com, the web application, the API, and all related services (together, the "Service").
By creating an account, accessing, or using the Service you ("you", the "Customer", a "tenant") agree to these Terms. If you use the Service on behalf of an organisation, you represent that you have authority to bind that organisation, and "you" refers to that organisation. If you do not agree, do not use the Service.
These Terms incorporate by reference our Privacy Policy, Data Processing Addendum, and sub-processor list.
2. The Service
DocReadi is a multi-tenant software-as-a-service platform that ingests financial documents (such as invoices, receipts, and delivery notes), extracts structured data from them using third-party large-language-model and OCR providers, validates and stores that data in tenant-isolated storage, and makes it available to you through a web interface, an API, exports, and delivery channels you configure.
DocReadi is a document data-extraction tool. It is not an accounts-payable approval system, a payment or banking service, a bank-feed or reconciliation tool, and it does not perform three-way matching. It does not provide financial, accounting, tax, audit, or legal advice. Decisions you make using the extracted data remain yours.
3. Eligibility and accounts
- The Service is for business use by users aged 18 or older.
- You must provide accurate account information and keep it current.
- You are responsible for safeguarding your credentials and for all activity that occurs under your account, including the actions of users and members you invite. Notify us promptly at [email protected] if you suspect unauthorised access.
- The Service supports multiple users, roles, and (for firms) multiple client workspaces under one login. You are responsible for the access you grant to those users and workspaces.
4. Acceptable use
You agree that you will not, and will not permit anyone to:
- upload or process content you do not have the lawful right to upload or process;
- use the Service to infringe the privacy or other rights of any person, or in violation of POPIA, the GDPR, or any other applicable law;
- attempt to access another tenant's data, circumvent tenant isolation, probe or breach security controls, or test vulnerabilities without our prior written consent;
- reverse engineer, decompile, or attempt to derive the source code or models of the Service, except to the extent this restriction is prohibited by law;
- overload, disrupt, or impair the Service (including denial-of-service or excessive automated requests outside documented API limits);
- resell, sublicense, or provide the Service to third parties except as expressly permitted (for example, an accounting firm serving its own clients within the Service);
- use the Service to develop a competing product, or scrape it for that purpose; or
- upload malware or use the Service to distribute unlawful, harmful, or fraudulent material.
We may suspend access to investigate suspected violations (see §10).
5. Your data and ownership
You retain all rights in the documents you upload and the structured data extracted from them ("Customer Data"). You grant us a limited, worldwide, non-exclusive licence to host, store, process, and transmit Customer Data solely to provide and support the Service — including routing document content to the LLM and OCR sub-processors listed at /legal/subprocessors for extraction, and delivering outputs to destinations you configure.
For personal data contained in your documents, you are the controller (GDPR) / responsible party (POPIA) and we are the processor / operator. Our processing is governed by the Privacy Policy and DPA. We do not sell Customer Data. We do not use the content of your documents to train our own models. Our primary LLM sub-processors are contractually bound not to train on inputs submitted through their APIs; a small number of optional, non-default models routed through our aggregator carry different terms and are disclosed at /legal/subprocessors — they are disabled unless separately enabled for your tenant.
6. Automated extraction — accuracy and your responsibility
The Service extracts data using automated and AI-based methods. Output may contain errors, omissions, or misclassifications. The Service provides confidence indicators and a human-review queue. Automatic approval above a confidence threshold is an opt-in, per-tenant, per-document-type setting; if you enable it, records may be written to a finished state without human review.
You are responsible for reviewing and verifying extracted data before relying on it for any accounting, tax, payment, filing, or other decision. The Service does not guarantee the accuracy, completeness, or fitness of any extraction for a particular purpose, and is not a substitute for professional judgement.
7. Connected third-party accounts
You may connect third-party accounts and systems to the Service — for example Google Drive, Microsoft OneDrive, SFTP or S3 storage, email inboxes, WhatsApp, and finance-system export targets. When you do, you authorise us to access that account using the credentials or OAuth tokens you provide, solely to ingest the documents you select into your tenant, or to deliver outputs you configure. You are responsible for the access you grant and for your own compliance with each third party's terms. You can revoke a connection at any time in the Service, or in the third-party account itself.
Google API services. DocReadi's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Data accessed from Google Drive is used only to ingest the documents you select into your tenant; it is not transferred to others except as needed to provide the Service (for example, the extraction sub-processors listed at /legal/subprocessors), is not used for advertising, and is not used to train generalised AI or machine-learning models. With the read-and-write Drive permission you grant, DocReadi may also move a processed document into an archive folder, or delete it, within the folder you connect — only if you turn on that "after pickup" option for the source; otherwise files are left in place. We never touch files outside the folder you connect, and you may revoke access at any time in your Google account.
Microsoft Graph. Data accessed from Microsoft OneDrive via Microsoft Graph is used only to ingest the documents you select into your tenant. With the read-and-write permission you grant, DocReadi may also move a processed document into an archive folder, or delete it, within the folder you connect — only if you enable that "after pickup" option; otherwise files are left in place. You may revoke access at any time in your Microsoft account.
8. Fees, credits, and billing
- The Service is offered on subscription tiers and/or prepaid credits. Processing documents consumes credits. Current tiers, inclusions, and credit pricing are shown at /pricing and in the application.
- South African (ZAR) billing is processed by Paystack. ZAR prices are inclusive of South African VAT at 15%, and we issue tax invoices accordingly.
- International billing (USD / EUR / GBP) is processed by Polar as our Merchant of Record. Polar is the seller of record for those transactions and handles applicable sales tax / VAT.
- Subscription fees are charged in advance and recur until cancelled. Consumed credits and elapsed subscription periods are non-refundable except where a refund is required by law. The treatment of prepaid, unused credits (refund or expiry) is as disclosed at the point of purchase.
- We may change pricing on at least 30 days' notice; changes take effect from your next billing cycle.
9. Intellectual property
We and our licensors own all rights, title, and interest in the Service, including its software, interfaces, prompts, schemas, and documentation. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable right to use the Service during your subscription. You retain ownership of your Customer Data. If you send us feedback or suggestions, we may use them without restriction or obligation to you.
10. Suspension and termination
You may cancel at any time; access continues until the end of the period you have paid for. We may suspend or terminate your access for material breach of these Terms, non-payment, or unlawful or harmful use, with notice where practicable (and immediately where necessary to protect the Service or other tenants).
On termination, we will make your Customer Data available for export for 30 days, after which it is deleted in accordance with your retention settings and our Privacy Policy. Provisions that by their nature should survive termination — including ownership, fees accrued, disclaimers, limitation of liability, indemnities, and governing law — survive.
11. Service availability and changes
We aim for high availability, but in this version the Service is provided without a contractual uptime service-level agreement. We may carry out maintenance and will give reasonable notice of planned downtime where feasible. We may add, modify, or discontinue features; we will give account holders at least 30 days' notice of a material adverse change to a core feature where practicable.
12. Disclaimer of warranties
To the maximum extent permitted by law, the Service is provided "as is" and "as available", and we disclaim all implied warranties, including merchantability, fitness for a particular purpose, non-infringement, and accuracy of extraction. No advice or information obtained from us creates any warranty not expressly stated in these Terms. Nothing in this section excludes a right or guarantee that cannot lawfully be excluded — including, where it applies, under the South African Consumer Protection Act.
13. Limitation of liability
To the maximum extent permitted by law: neither party is liable for any indirect, incidental, special, consequential, or punitive damages, or for loss of profits, revenue, data, or goodwill, arising out of or relating to the Service. Our total aggregate liability for all claims arising out of or relating to the Service is limited to the fees you paid to us in the 12 months preceding the event giving rise to the claim. Nothing in these Terms limits liability that cannot be limited by law, including liability for fraud or wilful misconduct.
14. Indemnification
You will indemnify and hold us harmless from third-party claims, losses, and reasonable expenses arising out of your Customer Data, your use of the Service in breach of these Terms or applicable law, or your infringement of any third party's rights.
15. Confidentiality
Each party will protect the other's non-public information with reasonable care and use it only to perform under these Terms. The confidentiality and security of Customer Data is further governed by the Privacy Policy and DPA.
16. Changes to these Terms
We may update these Terms from time to time. We will notify account holders of material changes at least 30 days before they take effect. Your continued use of the Service after the effective date constitutes acceptance. The last updated date at the top of this page reflects the most recent revision.
17. Governing law and disputes
These Terms are governed by the laws of the Republic of South Africa, and the parties submit to the non-exclusive jurisdiction of the South African courts. Nothing in this section deprives a consumer of the protection of mandatory provisions of the law of their own country of residence.
18. General
These Terms, together with the Privacy Policy, DPA, and any order you place, are the entire agreement between us regarding the Service. If any provision is found unenforceable, the remaining provisions stay in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them to a successor in connection with a merger, acquisition, or sale of assets. Notices to you are sent to your account-holder email; notices to us go to [email protected].
19. Contact
Jobsy (Pty) Ltd, trading as DocReadi, South Africa. Questions about these Terms: [email protected].