A light bookkeeping app for indie and small businesses.
It matches your receipts, maps your tax deadlines a year out, and keeps your books ready for your accountant.
3 receipts arrived today — all matched to their bank lines.
Expenses should document themselves.
Summarly matches every receipt to the transaction it belongs to, and maps your VAT and tax deadlines a year ahead — amounts included, from your own numbers. Your accountant gets a clean set; you stop getting surprised.
Receipts already arrive — by email, as phone photos, from online orders. Summarly reads each one and lines it up with the matching bank line.
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.
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.
How it works.
Connect
Link your email and bank, and snap paper receipts with your phone. No bank yet? Start from a CSV or statement instead.
Capture & match
Summarly captures every receipt in the background and proposes the transaction it belongs to — quietly, as they arrive.
Review
You approve the matches and categories. Nothing reaches your books — or your accountant — until you've okayed it.
Hand off
At month-end your accountant opens a clean, matched set — or you export it straight to their accounting software.
Features
Everything that happens before the bookkeeping — capture, match, categorize, review, and hand off — plus an assistant that answers from your real numbers.
Capture receipts
Receipts arrive by email, phone photo, PDF, or online order. Summarly reads each one — amount, date, merchant — and files it for you.
Match to transactions
Every receipt is lined up with the bank line it belongs to, so a complete audit trail builds itself without the data entry.
Categorize spending
New transactions are categorized from your vendor history the moment they arrive — no manual tagging, no rules to babysit.
Review before hand-off
Unmatched lines, duplicate receipts, and missing documents are flagged automatically, so you fix them before month-end.
Ask your books
Type a question in plain English — VAT position, travel spend since January, expected corporate tax — and get an answer from your real numbers.
A year of deadlines
Your VAT, provisional tax, and year-end obligations mapped a year ahead, with rough amounts from your own figures. No fines by surprise.
Accounting exports
One-tap export bundles — every transaction with its receipt attached — ready for your accountant or their software.
You approve everything
Summarly proposes; nothing is posted to your books without a tap. When your accountant reviews, they're checking decisions you already made.
Plus: invoicing, customers, and a receipt vault — all in the same ledger.
For accounting firms
Every client’s books. One dashboard.
Your clients snap receipts and forward emails; Summarly matches and categorizes as they arrive. You open one workspace showing every client, what needs attention, and a clean, reconciled set at month-end. And if your firm doesn’t run bank-feed software yet, Summarly is that layer too — live bank sync and a portal for every client, without the enterprise price tag.
Clients do the capture
They connect their own bank and receipts — you review decisions, not data entry.
Attention at a glance
One view across all clients: what's matched, what's missing, what's due next.
Bank sync and portal, included
Live feeds and a login for every client — the layer big practice suites charge for, out of the box.
One invoice, per client
Firm staff seats, consolidated billing. Priced per client, not per software seat.
Pricing & features
- CSV & manual import
- AI auto-categorization — 50 / month
- Ask your books (AI assistant) — 15 / month
- Receipt capture & matching
- Vault document library
- Invoicing & customers
- Accounting exports
- Invite your accountant
- Live bank sync — connect multiple banks
- AI auto-categorization without monthly caps
- Full AI assistant (advanced)
- Tax calendar & deadlines for your jurisdiction*
- Custom categories & rules
- Advanced metrics & reports
- Shareable report & document links
- Early access to new features
- Everything in Premium, for every client
- All your clients in one workspace
- Clients connect their own bank & receipts — you review
- One dashboard — what needs attention, at a glance
- Add your whole team — firm staff seats
- Consolidated billing — one invoice, priced per client
- Priority onboarding & support
* Tax calendar & deadlines available for Cyprus today — more countries coming soon.
Questions, or need a hand choosing? Email founders@summarly.com.
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 is a Premium feature when you want it.
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 there a free plan?
Yes — a free tier that stays free: import your statements, capture and match receipts, try AI categorization, invoice, export, and invite your accountant. Premium adds live bank sync, uncapped AI and your local tax calendar.