pre-accounting, handled.
Summarly collects, matches, and prepares your data so your books are always ready before they reach an accountant.
How do I get my transactions in?
Drop your bank’s CSV export each month. Duplicates are skipped automatically and foreign-currency card fees are linked back to their original purchase.
How does categorization work?
Known vendors categorize themselves from your history. New ones get an AI suggestion you confirm — nothing is applied silently.
Do receipts and invoices match automatically?
Yes. Forward or upload a receipt or invoice and its amount, date, and vendor are read and matched to the right transaction — even across currencies.
Where do my documents live?
Every receipt, invoice, and payslip is stored in one place and linked to the transaction it belongs to — so nothing is lost at quarter-end.
Can I see where the business stands?
Yes — a live view of spend by category, your VAT position, and what’s due next, built from your actual transactions and the compliance calendar.
Can I just ask questions?
Ask the AI assistant things like “how much did I spend on travel last quarter?”, “what’s my VAT position?”, or “what’s due before December and what will it cost?”. It answers from your real data, never from guesses.
How do I hand things to my accountant?
Invite them read-only and they see your prepared books instantly — or export a CSV with VAT columns plus every receipt and payslip, named and linked back to each row.
Do I need to connect my bank?
No — just upload your bank’s CSV. Direct bank connections are on the roadmap.
What does it cost?
Nothing during the alpha — invited users get everything free. Pricing comes later, announced well in advance, and your data is always yours to export.
Which countries do you support?
Cyprus today, with local VAT and tax rules built in. Need another country? Email founders@summarly.com and we’ll add it.
Who can see my data?
Only people you invite — like your accountant, read-only. Your books stay yours.