Prepare bank statements for
Xero review and posting.
SUMRY helps extract transaction data, compare available balance context, suggest account coding, flag likely duplicates, and keep your team in control before selected rows are sent to Xero.
Process this bank statement
Extract transactions, check available context, flag likely duplicates, and prepare rows for review.
From statement to review in three controlled steps
Reduce repetitive processing while keeping review and posting decisions with your accounting team.
Connect your organization
Authorize Xero, then sync bank accounts, the chart of accounts, tracking categories, and selected financial activity.
Set your extraction rules
Choose a bank account and define how SUMRY should read dates, amounts, descriptions, contacts, references, and special instructions.
Review and send
Review statement context, coding, tracking, exceptions, and reconciliation signals before sending selected rows to Xero.
Controls accountants need before posting
Support statement review with balance context, likely duplicate checks, Xero freshness status, and row-level editing.
Structured extraction
Pull dates, contacts, references, descriptions, amounts, and spend or receive direction from uploaded statements.
Balance context
Compare statement periods and balances with available Xero context before extraction continues.
Duplicate review
Compare extracted rows with prior uploads and synced Xero activity, then surface likely duplicates for review.
Xero data freshness
Refresh bank transactions, chart of accounts, tracking categories, and source coverage for the selected period.
Review table
Search, filter, edit, and confirm transactions in a familiar grid before choosing which rows to send.
Send status visibility
Track Xero send status and errors, and open posted transactions directly from the review workspace when available.
One workspace for every organization and bank account
Keep source files, extraction rules, transaction review, reconciliation runs, team access, and billing organized by Xero organization.
Work by organization
Keep each organization, bank account, conversation, and transaction review in the right context.
Keep source files together
Manage uploaded statements, processing status, and file previews alongside the transactions they produced.
Collaborate with staff
Invite team members and keep workspace access aligned with the organizations they support.
Manage billing clearly
View each organization subscription, payment method, plan details, and invoice history.
Straightforward pricing per organization
Each organization starts at $7 per month with reviewable statement processing for Xero workflows.
Basic Plan
- AI-assisted transaction categorization
- Statement extraction and review workspace
- Xero connection and send workflow
- Basic support