PRE-ACCOUNTING
A light bookkeeping app for indie and small businesses.
See your financial health clearly, stay ahead of tax and compliance deadlines, and keep your receipts and transactions organised for your accountant.
Indie / small businesses
Features
The financial admin, handled — invoice customers, prepare payslips, organize receipts, and keep your books clean—while getting answers directly from your business numbers.
Capture and match receipts
Receipts arrive by email, phone photo, PDF, or online order. Summarly reads each one and lines it up with the bank line it belongs to — a complete audit trail, built without the data entry.
Categorize spending
New transactions are categorized from your vendor history the moment they arrive — no manual tagging, no rules to babysit.
Review and approve
Unmatched lines, duplicate receipts, and missing documents are flagged before month-end. Summarly proposes; nothing hits your books without a tap — so your accountant reviews decisions you already made.
Ask your books
Type a question in plain English — VAT position, travel spend since January, expected corporate tax — and get an answer from your real numbers.
A year of deadlines
Your VAT, provisional tax, and year-end obligations mapped a year ahead, with rough amounts from your own figures. No fines by surprise.
Accounting exports
One-tap export bundles — every transaction with its receipt attached — ready for your accountant or their software.
Invoicing
Build an invoice as you'd read it — your line items, VAT, and numbering — then send it and track it from unpaid to paid. Bill a client every month? Set it recurring and it writes itself.
Payslips
Add your team and Summarly generates each payslip — net pay plus the contributions and tax to remit, at your region's rates.
For accounting firms
Every client’s transactions and receipts.
Clients submit receipts and connect their bank feeds. Summarly matches and categorises transactions as they arrive, so you can see what’s missing, what needs attention, and what’s ready for review.
Clients do the capture
They forward their receipts and statements — you review decisions, not data entry.
Attention at a glance
One view across all clients: what's matched, what's missing, what's due next.
Client portal, included
A login for every client — with live bank feeds coming soon — the layer big practice suites charge for, out of the box.
One invoice, per client
Firm staff seats, consolidated billing. Priced per client, not per software seat.
Pricing & features
- CSV & manual import
- AI auto-categorization — 50 / month
- Ask your books (AI assistant) — 15 / month
- Receipt capture & matching
- Invoicing & customers
- Payroll & payslips
- Accounting exports
- Invite your accountant
- Early access to new features
- Everything from the Free
- Unlimited AI auto-categorization
- Unlimited Ask your books (AI assistant)
- Recurring invoices
- Multiple workspaces
- Live bank sync — coming soon, included
- Early access to new features
- Everything in Premium, for every client
- All your clients in one workspace
- Clients connect their own bank & receipts — you review
- One dashboard — what needs attention, at a glance
- Add your whole team — firm staff seats
* Tax calendar & deadlines available for Cyprus today — more countries coming soon.
Questions, or need a hand choosing? Email founders@summarly.com.
Questions
Do I need to connect a bank?
No. Skip it and the receipts you add create the transactions themselves — or drop a CSV. Automatic bank sync is a Premium feature, coming soon.
What about paper receipts?
Snap a photo. Summarly reads the amount, date and merchant and matches it to the transaction it belongs to.
Does it change my books on its own?
No — it proposes, you approve. Categories and matches are suggested, never posted to your books without a tap.
Can it handle my VAT?
Yes. Every transaction's VAT is tracked, so you get a live VAT position and a heads-up on what's due next — from your real numbers.
What do I give my accountant?
A clean export: every transaction with its receipt attached, categorised and ready. Nothing to chase.
Is there a free plan?
Yes — a free tier that stays free: import your statements, capture and match receipts, try AI categorization, invoice, export, and invite your accountant. Premium adds live bank sync, uncapped AI and your local tax calendar.
