How it works — the monthly ritual
Drag your bank's CSV export onto Transactions. Re-imports are idempotent — deduped on the bank reference number — and foreign-currency fee rows auto-link to their parent purchase and land as Bank Fees.
One queue for everything awaiting judgment: new-merchant category suggestions (confirm once and it becomes a rule), proposed receipt matches, unmatched receipts, and missing receipts. Drive it to zero.
Bulk-upload PDFs and photos; Claude extracts merchant, date, and amount and proposes matches — foreign purchases matched exactly on the original-currency amount. On your phone, the app opens on the missing-receipts list with camera capture.
Invite your accountant from Settings → Members. They get a magic link and read-only access, plus the export bundle: transactions.csv (with VAT columns) and a receipts/ folder whose filenames link back to each CSV row.
Reports — P&L, quarterly VAT summary, tax calendar — are deterministic SQL. The Assistant is a read-only Claude agent over the same data: it narrates, the database calculates.
Support
Talk to the founder
It’s a private alpha, so support is direct — email founders@summarly.com and I reply personally.
Passwordless sign-in
No passwords to manage — you sign in with a magic link sent to your email.
Your data is yours
Export the full bundle — transactions and receipts — at any time. Nothing is locked in.
Want in?
I’m onboarding a small group of alpha testers. Email me and I’ll reach out when a seat opens.