Bank Summary is a web-based app that helps businesses manage multiple bank accounts from one dashboard. It keeps your finances organized and gives you full visibility without switching between bank portals.

No installation is needed. Just log in through your browser and connect the banks you want to view. You can add one or many, depending on what you need. Everything works securely without any software download.

Bank Summary gives you more than just a dashboard. It automatically updates your transactions, sorts them into smart categories (like rent, credit card bills, vendor payments, payroll), flags anything unusual, and keeps your data secure.

You can track balances across accounts, review summaries instantly, and export clean reports anytime. It’s built to reduce daily effort and help you stay in control without switching between bank portals.

We support major U.S. banks including Wells Fargo, Citi, PNC, TD Bank, Discover, Goldman Sachs, and Charles Schwab, along with over 4,000 other banks and credit unions. If you can’t find your bank, contact us and we’ll help you right away.

Yes. Your data is encrypted and protected with industry-grade security. Bank Summary is built with certified practices including ISO 27001, AICPA SOC, and other financial data safety standards.

We offer 24/7 customer support backed by a trained and responsive team. Whether you need quick answers or a full walkthrough, we're here to help. You can reach us anytime through the form on this page or request a live session with one of our experts.