header_brand_name

For legal reasons, this Refund & Cancellation Policy is available in English only. This is the legally binding version.

Refund & Cancellation Policy

Last Updated: March 15, 2025

At Revisly, we strive to provide exceptional service and value to our customers. This Refund & Cancellation Policy explains our policies regarding refunds and cancellations for our AI-powered bookkeeping service. By using our service, you acknowledge that you have read, understood, and agree to be bound by this policy.

1. Refund Policy

1.1 Subscription Refunds

We offer a 14-day money-back guarantee for new subscribers. If you are not satisfied with our service within the first 14 days of your initial subscription, you may request a full refund. This refund period begins from the date of your initial payment.

1.2 Conditions for Refunds

Refunds are available under the following conditions:

  • The refund request is made within 14 days of the initial subscription purchase
  • The request is made for a first-time subscription only (not applicable to renewals)
  • The account has not been terminated for violation of our Terms of Service
  • No fraudulent or abusive activity has been detected on the account

1.3 Non-Refundable Items

The following are not eligible for refunds:

  • Subscription renewals after the initial 14-day period
  • Partial months of service or unused portions of billing periods
  • Add-on services or premium features purchased separately
  • Accounts that have exceeded reasonable usage limits or have been used inappropriately
  • Services provided under promotional pricing or free trial periods

1.4 Refund Processing

Approved refunds will be processed using the original payment method within 5-10 business days. You will receive an email confirmation once the refund has been processed. Processing times may vary depending on your payment provider and financial institution.

2. Cancellation Policy

2.1 How to Cancel Your Subscription

You may cancel your subscription at any time through the following methods:

  • Log into your account and visit the billing settings to cancel your subscription
  • Contact our customer support team through our contact form
  • Send an email to our support team with your cancellation request

2.2 When Cancellation Takes Effect

When you cancel your subscription:

  • Your cancellation takes effect at the end of your current billing period
  • You will continue to have access to all paid features until the end of your billing period
  • No further charges will be made to your payment method
  • Your account will automatically downgrade to the free tier (if available) at the end of the billing period

2.3 Immediate Cancellation

If you request immediate cancellation of your subscription:

  • Your access to paid features will be terminated immediately
  • No refund will be provided for the remaining days in your billing period, unless you are within the 14-day refund window
  • Your data will be retained according to our data retention policy

2.4 Account Reactivation

You may reactivate your subscription at any time by:

  • Logging into your account and selecting a new subscription plan
  • Contacting our customer support team

Reactivation will be treated as a new subscription and will be subject to current pricing.

3. Data Retention After Cancellation

3.1 Data Preservation Period

After your subscription is cancelled:

  • Your data will be retained for 30 days to allow for potential reactivation
  • During this period, you may reactivate your account and regain access to all your data
  • After 30 days, your data may be permanently deleted from our systems

3.2 Data Export

Before cancelling your subscription, we recommend exporting your data:

  • Use our data export feature to download your information
  • Request a data export from our customer support team
  • Ensure you have local copies of any important documents or reports

3.3 Legal Data Retention

Some data may be retained longer than 30 days if required by law, for legitimate business purposes, or to resolve disputes. This includes:

  • Transaction records and payment information (as required by financial regulations)
  • Account activity logs (for security and fraud prevention)
  • Communications and support tickets (for quality assurance)

4. Prorated Refunds and Credits

4.1 Downgrade Credits

If you downgrade from a higher-tier plan to a lower-tier plan during your billing period, you may be eligible for account credit for the difference, which will be applied to your next billing cycle.

4.2 Upgrade Charges

When upgrading your plan mid-billing cycle, you will be charged a prorated amount for the upgraded features for the remaining days in your current billing period.

4.3 Service Credits

In cases of significant service disruption or downtime that affects your ability to use our service, we may provide service credits at our discretion. These credits will be applied to your account and used for future billing periods.

5. How to Request a Refund

5.1 Refund Request Process

To request a refund, please follow these steps:

  1. Contact our customer support team within 14 days of your initial subscription
  2. Provide your account email address and subscription details
  3. Explain the reason for your refund request
  4. Allow 3-5 business days for review and processing

5.2 Required Information

When requesting a refund, please provide:

  • Your account email address
  • The date of your subscription purchase
  • Your payment method and last 4 digits of the payment card used
  • A brief explanation of why you are requesting the refund

5.3 Refund Decision

We reserve the right to approve or deny refund requests based on the terms outlined in this policy. Our decision will be communicated to you via email within 3-5 business days of your request.

6. Exceptional Circumstances

6.1 Technical Issues

If you experience significant technical issues that prevent you from using our service, please contact our support team immediately. We may provide extended refund periods or service credits on a case-by-case basis.

6.2 Billing Errors

If you believe you have been charged in error, please contact us immediately. We will investigate and correct any billing errors promptly, including providing refunds for incorrect charges.

6.3 Force Majeure

In cases of force majeure events (natural disasters, pandemics, government actions, etc.) that significantly impact our ability to provide service, we may extend refund periods or provide additional accommodations at our discretion.

7. Dispute Resolution

If you disagree with a refund decision or have concerns about your cancellation, please contact our customer support team. We are committed to resolving disputes fairly and promptly. If we cannot resolve the issue through direct communication, you may be entitled to dispute resolution procedures as outlined in our Terms of Service.

8. Changes to This Policy

We may update this Refund & Cancellation Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last Updated" date at the top of this page. For significant changes, we will provide a more prominent notice, which may include email notification to the email address associated with your account.

You are advised to review this policy periodically for any changes. Changes to this policy are effective when they are posted on this page.

9. Contact Us

If you have any questions about this Refund & Cancellation Policy, need to request a refund, or want to cancel your subscription, please contact us using our Contact form.