Private alpha
Every receipt matched, before month-end. Quietly.
Summarly automatically captures receipts wherever they appear, matches them to the right transactions, and keeps everything organized for you and your accountant.
Your obligations, a year ahead.
Summarly maps your whole year — what’s due, when, and roughly what it’ll cost, from your own numbers.
The whole point: books that stay up to date, every tax and filing deadline seen coming, no fines by surprise — and predictable control of your cashflow.
Expenses should document themselves.
Receipts already arrive — by email, as phone photos, from online orders. Summarly reads each one and lines it up with the matching bank line. No bank connected yet? The receipts you add can stand in as the transactions themselves — so your books fill in from day one.
| Date | Description | Amount | Tax | Category | Status | |
|---|---|---|---|---|---|---|
| Mar 19 | Apple | −€22.50 | Analyzing | Analyzing | In review | |
| Mar 18 | Ryanair | −€500.75 | €95.14 | Travel | In review | |
| Mar 16 | Webflow | −€30.00 | €5.70 | Software | In review | |
| Mar 16 | CYTA | −€45.00 | €8.55 | Utilities | ||
| Mar 15 | INV-24-0192 | +€755.00 | €0.00 | Income | In review | |
| Mar 14 | Lefkaritis Fuel | −€62.40 | €9.96 | Fuel | ||
| Mar 13 | Coffee Berry | −€4.80 | €0.77 | Meals | ||
| Mar 12 | Vercel | −€18.30 | €3.48 | Software | In review | |
| Mar 10 | AWS EMEA | −€214.00 | €34.16 | Software | ||
| Mar 9 | PwC Cyprus | −€1,190.00 | €190.00 | Accounting | In review | |
| Mar 8 | Figma | −€33.33 | €5.33 | Software | ||
| Mar 6 | Bank of Cyprus | −€3.50 | €0.00 | Bank fees |
Every line categorized, with its receipt attached — the view your accountant opens.
Bookkeeping breaks on one boring thing: nobody keeps the receipts.
Your bank feed handles the transactions — the easy half. It’s the receipts that scatter: one in your inbox, one photographed and forgotten, one on a paper slip in a jacket pocket. Summarly catches each and pins it to the transaction it belongs to — so month-end is already done, not reconstructed from a shoebox.
Pre-accounting rituals
Capture
A receipt lands — the coffee, the taxi, the crumpled paper slip from lunch.
Receipts come from email, photos, PDFs, invoices, and online purchases. Connect your accounts once, and Summarly quietly captures everything in the background.
Match
Summarly links each receipt to the transaction it belongs to.
As your bank transactions sync in, Summarly proposes the match for each receipt — you confirm with a tap, so a complete audit trail builds itself without the data entry.
Review
See what's missing before your accountant does.
Unmatched transactions, duplicate receipts, and missing documents are highlighted automatically, so you can fix them before month-end — and nothing reaches your accountant until you've okayed it.
Hand off
At month-end your accountant opens a clean, matched set.
When everything is ready, your accountant can log in, review the documents, download supporting files, or sync them directly with their accounting software.
Ask your books anything.
Type a question, get an answer from your real numbers — never a guess. What’s my VAT position? How much on travel since January? What corporate tax should I expect? Generate a P&L or a VAT return on the spot. It runs on frontier models, grounded in your ledger.
And it’s built to be spoken to by machines, not just people: a CLI and an MCP server let your own AI agents — or your accountant’s — read your books and draft entries, through the same gate everything else uses. They propose, you approve.
Questions
Do I need to connect a bank?
No. Skip it and the receipts you add create the transactions themselves — or drop a CSV. Automatic bank sync comes with Sync, later.
What about paper receipts?
Snap a photo. Summarly reads the amount, date and merchant and matches it to the transaction it belongs to.
Does it change my books on its own?
No — it proposes, you approve. Categories and matches are suggested, never posted to your books without a tap.
Can it handle my VAT?
Yes. Every transaction's VAT is tracked, so you get a live VAT position and a heads-up on what's due next — from your real numbers.
What do I give my accountant?
A clean export: every transaction with its receipt attached, categorised and ready. Nothing to chase.
Is it really free?
Free through the alpha, and there's always a free tier.
Your books start organizing themselves.
Connect your email, bank, and phone. Summarly captures every receipt and proposes its match — you approve, and it keeps everything ready for your accountant. You always know your VAT position and what’s due next, from your real numbers.
It’s in alpha, shaped by the people using it — free while we’re here, always a free tier, with 50% off Sync for alpha users.