Terms of service

1. Who these terms are with

This site is operated by the brand BankAutomation at bankautomation.com. Contact is [email protected]. Using this site means you accept these terms.

2. What this site is

A marketing site for banking automation software, with an interactive demo. Creating an account confirms an email address so we can send you onboarding information. Paid plans are bought through the order form and billed as described on the pricing page.

3. Paid plans and billing

• Renewal. Operations, Platform, Institution and Enterprise are subscriptions, billed monthly or annually as chosen on the order form. Each renews automatically at the end of every billing period until it is cancelled.
• Cancelling. You cancel in the billing portal, which is linked from inside your workspace. Cancelling stops the next renewal. No separate notice or call is needed.
• Access after cancelling. The workspace stays open, with every source, run, break and audit record, until the end of the period already paid for. Payments are final and a period already started is not refunded; the only exceptions are set out in our refund policy.
• Changing plan. One institution holds one live subscription. A plan change replaces the current plan rather than adding a second subscription. A move to a larger plan is made inside the workspace, takes effect straight away, and the difference for the rest of the period is prorated. A move to a smaller plan is arranged by writing to [email protected] and takes effect from the next billing period.

4. The demo is sample data only

The Reconciliation Break Resolver is provided for evaluation on sample data. You must not paste production data, customer data, personal data or anything confidential into it. It is provided as is, without warranty as to accuracy or availability, and nothing you put into it is stored by us as a record.

5. Not advice, and not a regulated service

BankAutomation is operations software. Nothing on this site, and nothing produced by the demo, is regulatory, legal, accounting or tax advice, and none of it is a compliance determination. Classifications and suggested actions are decision support. Your institution remains responsible for its own controls, approvals, filings and obligations, and automation supports the control framework rather than replacing it.

6. Acceptable use

Do not attempt to disrupt the site, circumvent its rate limits, scrape it at volume, use it to send unsolicited mail, or use the demo to process data you are not entitled to process. We may limit or block access that does any of these.

7. Availability

This site and the demo are provided without an availability commitment. Paid plans carry the service level published for them on the pricing page: business hours support on Operations, 99.5% on Platform and 99.9% with a named customer success manager on Institution and the custom SLA published for Enterprise.

8. Prices on this site

Published prices are the current list prices for the plans described and are exclusive of any applicable taxes. They may change. A price change applies to an existing subscription only from the next billing period after we tell you by email.

Renewals and failed payments. Your subscription renews automatically until you cancel it. When a new billing period begins, access for that whole period is granted and the payment for it is due. If the charge does not go through, the payment remains due and we retry it. Cancelling after a new period has begun only switches off later renewals; it does not cancel the payment for the period that has already started. Such a renewal charge is not refundable, and your access continues until the end of that paid period. The fee is for access to the service for the period, not for using it, so not having used the service is not a ground for a refund.

9. Intellectual property

The content, design and code of this site belong to BankAutomation. You may quote or link to it with attribution. You may not copy it wholesale or present it as your own.

10. Liability

To the extent permitted by law, we are not liable for indirect or consequential loss arising from use of this site or the demo, including any decision made on the basis of a demo output. Nothing here limits liability that cannot lawfully be limited.

11. Email

Confirming an address means we may email you about onboarding and the product. Every email carries an unsubscribe link, and unsubscribing takes effect immediately for marketing email.

12. Changes

We may update these terms. The date at the top of the page shows when they last changed, and continued use after a change means you accept the updated version.