View All Bank Accounts in
One Secure DashboardTrack balances, transactions, and cash flow in real time from a single dashboard. Eliminate manual tracking, improve financial visibility, and keep every account connected in one place.
Built for anyone managing more than one bank account.
Whether it’s personal money, business finances, or client accounts, BankSummary brings everything into one secure dashboard. Connect your accounts once your balances and transactions stay updated automatically.
Individuals & Families
Track checking, savings, and credit cards in same place. See your spending and balances without switching between banking apps.
Freelancers
Manage work and personal finances together. Track income, expenses, and cash flow across all accounts without mixing systems.
Small Businesses
Get a clear view of cash flow across business accounts. Spot payment delays and low balances before they become problems.
Finance & Accounting Teams
Monitor multiple client or company accounts from single place. Reconcile faster with always-updated transaction data.
Connected in three steps
Read the full walkthrough of how BankSummary works, including how your data is securely connected and synced.
Connect your banks
Securely link accounts from over 12,000 institutions through encrypted, read-only API connections. Your login credentials are never stored on BankSummary's servers.
Select accounts to track
Choose which checking accounts, savings accounts, and cards you want inside your dashboard. Add or remove accounts anytime as your needs change.
Sync automatically
Transactions sync on their own, so balances and account activity are always current. No manual refresh, no re-entering numbers by hand.
One dashboard for all your bank accounts.
BankSummary brings all your connected accounts into a live updates financial view showing balances, transactions, and cash flow in central view, without logging into multiple banks, no manual tracking, no missing data.
Real-time balances
Bank transaction monitoring
Cash flow visibility
Manage everything in one place
All your bank accounts, balances, and transactions stay organized in a single dashboard that updates automatically.
Track money in real time
See spending, income, and cash flow as it happens across all connected accounts.
Understand your finances instantly
Get a clear, categorized view of your financial activity so you can make faster decisions.
Smarter financial overview
Use forecasts and insights to understand trends and plan ahead with confidence.
Better visibility, better financial decisions
BankSummary is built to replace confusion with a single, automatically updated view of your finances.
Stronger security by design
Your accounts connect through secure, bank approved read only access. Your money stays untouched and fully protected.
Everything in one clear view
Stop logging into multiple banking apps. See all your balances, transactions, and accounts in single place.
Fewer manual mistakes
Automatic syncing removes the need for spreadsheets and manual tracking reducing errors and saving time.
Save hours every week
No more switching between multiple accounts. Everything updates automatically in your dashboard.
Make smarter financial decisions
With live updates insights and categorized data, you can understand your cash flow instantly and act with confidence.
Everything you need to understand your money in one place.
See the full breakdown on the BankSummary features page, including reports, forecasting, and dashboard tools.
Bank balances
See live updates balances across all connected accounts, always up to date in unified view.
Bank transactions
Track and search all transactions from every account without switching apps or exporting statements.
Spending insights
Understand where your money goes with automatic category-based tracking.
Financial forecasting
Predict future cash flow and spot potential shortfalls before they happen.
Unified dashboard
Get a complete view of your finances balances, activity, and trends all in unified view.
Automated reports
Generate clear financial reports instantly for reviews, planning, or reconciliation.
Supported across 12,000+ financial institutions worldwide
Check if your bank is supported. Most checking, savings, and credit card accounts from major and regional banks connect in under a minute.
Security
Built on Salesforce-native infrastructure, secured like a financial institution
BankSummary connects to financial institutions through encrypted, bank-approved read-only connections, allowing it to view your accounts but never move your money.
Read-only access
View-only connections ensure BankSummary can never initiate payments, transfers, or withdrawals.
Encryption
All data is encrypted in transit and at rest, protecting every sync between your bank and your dashboard.
Multi-factor authentication
An additional layer of security ensures only you can access your account.
Open Banking standards
Built on globally recognized banking standards, not custom or unverified integrations.
Why trust BankSummary
Built on Salesforce-native infrastructure and real financial systems not just a dashboard.
Frequently asked questions
What people ask before connecting their accounts
Is Quick Payable built on Salesforce?
Yes, Quick Payable is a Salesforce-native accounts payable automation software designed to work seamlessly within the Salesforce ecosystem.
What is accounts payable automation software?
Accounts payable automation software uses AI and OCR technology to capture invoice data, route approvals, and manage vendor payments automatically, reducing manual work and errors.
How does accounts payable automation work?
It captures invoice data using OCR, validates information, routes invoices through approval workflows, and syncs with ERP or accounting systems for payment processing.
What are the benefits of automating accounts payable?
Accounts payable automation improves processing speed, reduces costs, prevents duplicate payments, increases accuracy, and provides real-time financial visibility.
Can accounts payable automation integrate with ERP systems?
Yes, most accounts payable automation solutions integrate with ERP and accounting systems to streamline financial workflows and data synchronization.
How much cost can accounts payable automation save?
Automation can significantly reduce invoice processing costs by minimizing manual data entry, errors, and processing time, helping finance teams operate more efficiently.
See all your bank accounts in one place
Book a free demo and see how BankSummary turns scattered bank accounts into one clear financial dashboard.
Book a Free Demo