Registered South African businesses that assess customers' finances, such as lenders, vehicle finance providers, brokers, property agents and insurers. Each person in your team signs in with their own account.
You confirm your email, then link an authenticator app. We then verify your organisation, usually within one business day. Once approved, the services you selected are switched on and starter credits are added to your account.
Yes. You sign in with the work email you registered with, your password and a 6-digit code from your authenticator app.
Team invitations are coming soon. Until then, email us with their name, email and role and we'll set them up under your organisation.
Any app that supports time-based one-time passwords (TOTP): Google Authenticator, Microsoft Authenticator, 2FAS, Ente Auth, Bitwarden Authenticator, Authy, 1Password, Aegis and others. Codes are 6 digits and change every 30 seconds.
Make sure you're using the CoolMaxTech entry in your app and that your phone's date and time are set automatically. A code can only be used once, so wait for the next one if you've just used it.
Choose Use a recovery code instead on the sign-in page and enter one of the 10 recovery codes you saved during setup. Each works once. If you don't have them, contact support and we'll verify your identity and reset your two-factor setup.
For security, sessions end after 30 minutes without activity and after 8 hours in total.
After 5 wrong passwords the account locks for 15 minutes and we email you. Wait and try again, or reset your password.
Go to Account & security in your dashboard. Both need a code from your authenticator app.
Account details, the statement period, every transaction with categories, opening and closing balances with a reconciliation check, and salary detection, as structured JSON and a readable report.
Digital PDF statements from Absa, Capitec, FNB, Nedbank, Standard Bank, Investec, Discovery Bank and African Bank. Scanned or photographed statements will be supported by an upcoming AI-assisted service.
It inspects the PDF's structure, hidden layers, overlays, fonts, metadata and image content against known bank templates, and returns any signs of tampering with a severity and an overall risk score.
They're in development. Select them during registration or choose Notify me under Services and we'll email you when each one launches.
Bank statements are charged per page (with a minimum per statement); forensic analysis and other services per document. Current prices are shown on each service in your dashboard. All prices exclude VAT.
Credits are prepaid rand value. Each processed document is deducted from your balance and listed under Usage & billing with its pages, price and the user who submitted it.
No. Files we can't read, rejected uploads and processing errors on our side are recorded as Not billed.
Online card and EFT top-ups are coming. Until then, use Request a top-up in your dashboard and we'll send an invoice. Larger customers can be invoiced monthly instead.
Yes. Download a CSV for any date range from Usage & billing. Every row carries the request and document reference so you can reconcile it with your own systems.
In Amazon Web Services' Cape Town region (af-south-1), encrypted at rest and in transit. Where AI-assisted processing is used, the page content is processed by Amazon Bedrock in Ireland (eu-west-1) for the duration of the request only, and you can choose not to use those services.
Original uploads are deleted automatically after the retention period in your agreement (30 days by default). Results are kept for 12 months and usage records for 5 years for billing and audit. You can ask us to delete data sooner.
No. Your documents and results are used only to provide the service to you.
You remain the responsible party for your customers' information; CoolMaxTech processes it as your operator under a written agreement. Contact us for our operator agreement and information officer details.
The full terms of service are provided with your onboarding pack and on request. By registering you agree to use the service lawfully, keep your sign-in details secure and only upload documents you are entitled to process.
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