Stop switching between apps - switch to Bank Summary.
Managing multiple business accounts shouldn’t be about flipping between apps or tracking down scattered data. Most businesses use software to connect bank accounts, but that still leaves them juggling tools.
With Bank Summary, you get everything in one simple dashboard. No more missing transactions, errors, or time wasted on manual tracking. Just clarity, control, and efficiency.
We understand that switching apps isn’t always easy, but sometimes, the switch is worth it.
With so many bank account aggregation apps out there, you might wonder what makes Bank Summary different. If you’re already using several tools to track balances and transactions, the question is: Are they really saving you time or creating more work?
How much time are you losing hopping between apps, manually entering data, and sorting through fragmented information?
Every time you switch between apps or manually copy data, it's costing you valuable time. The effort of managing multiple platforms adds up, making your daily tasks more tiring than they need to be
What You’re Wasting Time On:
Bank Summary helps reduce the time and effort spent managing multiple accounts. From syncing transactions to tracking expenses, it gives you clear visibility and more control over your business finances in one secure place.
Connect all your bank, credit card, and savings accounts with one login. See all transactions in one dashboard with full bank account aggregation made simple.
Bank Summary syncs your data at regular intervals throughout the day. Your dashboard stays updated with recent transactions without needing to refresh or upload anything.
Bank Summary uses smart categorization to organize your transactions automatically. You can rename categories anytime. The system improves over time based on how you use it.
Export your data in CSV, PDF, or DOC format. These reports are ready to use for record-keeping, business reviews, or sharing with your finance team without extra formatting.
Bank Summary uses bank-grade encryption and meets top data privacy standards. No data is sold. No information is shared. You’re in control of every connection.
Give accountants, founders, and finance leads shared access with custom roles. Everyone sees only what they need, keeping the view clean and focused.
Bank Summary connects with accounting tools, spreadsheets, and ERP systems. Export in one click or sync automatically with your current setup.
No installs or downloads. Bank Summary works from any browser so your finances stay easy to access, anytime, without setup or software issues.
Bank Summary gives you a smarter way to handle business money.
The next step is simple: log in, connect your accounts, and manage everything from one place with less effort.
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Streamline Your Finances: Connect, Fetch, and View All Your Bank Transactions in One Place.