Every client’s books, already prepared.

Your clients capture their own receipts, and Summarly categorises and matches everything as it arrives. The month reaches you sorted — so you spend it reviewing decisions and filing, not doing data entry.

Clients do the capture

They upload their own receipts and statements, and answer the queries themselves. You review decisions instead of chasing paper — the part of the engagement that never was billable.

Attention at a glance

One view across your whole book of business: what is matched, what is missing a receipt, what is waiting on a client, and what is ready for you to review.

A client portal, included

Every client gets a login of their own. It is the layer the big practice suites charge separately for, and for a small firm it is usually the reason they cannot justify one.

One invoice, per client

Firm staff seats and consolidated billing. Priced per client rather than per software seat, so bringing a junior in does not change the bill.