BankSummary is a secure SaaS platform that consolidates transactions, balances, and statements from multiple bank accounts into a single dashboard for easy financial management.

How does BankSummary work?

Once you link your business bank accounts, BankSummary automatically syncs transactions and provides categorized summaries, exportable reports, and a clear overview of your finances—all in one browser-based dashboard.

Is BankSummary secure?

Yes, BankSummary uses bank-grade encryption and complies with ISO 27001 and AICPA SOC standards to ensure your data is secure.

Does BankSummary support all banks?

BankSummary supports integration with leading U.S. banks including Chase, Bank of America, Wells Fargo, Citibank, Capital One, and more.

Do I need to install anything?

No installation is required. BankSummary is a fully web-based application that runs in any modern browser.

Is there a free trial available?

Yes, we offer a free trial so you can explore all the features of our Bank Summary platform such as connecting your bank accounts, viewing real-time summaries, and generating financial reports with no upfront commitment.