🚀 We're in Beta — try EzBankSummary free & help us improve! Early users get lifetime 50% off.

Transform your bank statements into actionable insights

Upload any bank statement and get an instant categorized summary of all transactions. Save hours of manual work for tax filings, GST returns, and financial analysis.

ezBankSummary Dashboard
Bank Statement Summary
Time saved
4.5 hrs
per statement

Powerful features to simplify your financial analysis

ezBankSummary comes packed with everything you need to make sense of your bank statements quickly and efficiently.

Easy Upload

Simply upload your bank statement PDF or Excel file and get instant results.

Smart Categorization

Automatically categorizes transactions into Bank Charges, Customer Payments, Sales Receipts, UPI Payments, and more.

Custom Categories

Create your own categories to further refine transaction classification for your specific needs.

Export Options

Download your categorized transactions in formats compatible with Tally and other accounting software.

Developer API

Easy integration with your existing systems through our comprehensive API. View API Document

Multiple Bank Accounts

Manage bank statements across multiple bank accounts seamlessly in one place.

Vendor Payment Tracking

Easily track missing vendor payments effortlessly and stay on top of your payables.

GST & Audit Reconciliation

Easy reconciliation of accounts for monthly GST filing and audits with detailed reports.

How ezBankSummary works

Get from raw bank statements to organized financial data in just a few clicks

01

Upload your bank statement

Simply upload your bank statement in PDF, Excel, or CSV format. We support all major banks.

02

Automatic categorization

Our AI engine analyzes and categorizes all transactions based on intelligent pattern recognition.

03

Review and customize

Review the categorized transactions and make adjustments if needed with our intuitive interface.

04

Export and share

Download your categorized data in various formats or share directly with your accountant.

Bank Statement Analysis
Input
Raw Bank Statement
Output
Categorized Summary
Accuracy
99.8%
transaction recognition
Bank-Level Security

Your financial data is safe with us

We take security seriously. Your sensitive financial information is protected with industry-leading encryption and security measures at every step.

Bank-level Security

AES-256 Encryption

Your data is encrypted at rest using military-grade AES-256 encryption and in transit with TLS 1.2+.

You Own Your Data

Your Google Drive

Files are stored in your own Google Drive account. We only access them to process your data—never stored on our servers.

Enterprise Grade

AWS Infrastructure

Hosted on Amazon Web Services (US-East) with ISO 27001 and SOC 2 Type II certifications.

Privacy First

Zero Data Sharing

We never sell, share, or use your financial data for any purpose other than providing our service to you.

You're in Control

Complete Control

Delete your data anytime. When you delete statements or your account, data is permanently removed—no backups retained.

Data Protection

Point-in-Time Recovery

Your data is protected with continuous backups and point-in-time recovery for up to 35 days.

Security Standards & Infrastructure

Enterprise-grade security with encryption and AWS certified infrastructure

AES-256
Military-Grade Encryption
Implemented
TLS 1.2+
Secure Connections
Enforced
AWS Infrastructure
ISO 27001 Certified
Hosted
AWS Platform
SOC 2 Type II Compliant
Hosted

* Built on Amazon Web Services infrastructure, which maintains ISO 27001 and SOC 2 Type II certifications. AES-256 and TLS 1.2+ encryption are directly implemented and enforced by our application and hosting providers.

256-bit
Military-grade encryption
100%
Your data, your control
0
Third-party data sharing

Want to know more about how we protect your data?

Read our Privacy Policy

See ezBankSummary in action

Explore how our platform transforms complex bank statements into clear, actionable insights

Intelligent Transaction Categorization

Our AI-powered system automatically categorizes your transactions into meaningful groups:

Bank Charges
Customer Payments
Sales Receipts
UPI Payments
Utility Bills
Investments
Personal Transfers

Custom Categories

Create your own categories to further refine your financial data organization.

Office ExpensesClient AProject XTravel+ Add Custom

Category Summary

Category Summary

Developer-friendly API

Easily integrate ezBankSummary into your applications with our comprehensive API

Simple Integration

Our RESTful API makes it easy to integrate bank statement analysis into your applications. Get started with just a few lines of code.

Comprehensive Documentation

Detailed API documentation with examples in multiple programming languages. Our SDK supports JavaScript, Python, PHP, and more.

Webhooks & Callbacks

Get notified when analysis is complete with webhooks. Perfect for asynchronous processing of large bank statements.

JavaScript
// Install the SDK
// npm install ezbanksummary-sdk

import { EzBankSummary } from 'ezbanksummary-sdk';

// Initialize with your API key
const ezBank = new EzBankSummary('YOUR_API_KEY');

// Upload and analyze a bank statement
async function analyzeBankStatement() {
  try {
    // Upload the statement
    const upload = await ezBank.uploadStatement({
      file: statementFile,
      bankName: 'ICICI',
      dateRange: {
        from: '2023-01-01',
        to: '2023-01-31'
      }
    });
    
    // Get the analysis results
    const result = await ezBank.getAnalysis(upload.id);
    
    console.log('Categories:', result.categories);
    console.log('Summary:', result.summary);
    
    // Export to different formats
    const excelExport = await ezBank.export(upload.id, {
      format: 'excel',
      includeCategories: true
    });
    
    // Download the export
    window.location.href = excelExport.downloadUrl;
    
  } catch (error) {
    console.error('Error:', error);
  }
}

Trusted by professionals and businesses

See what our customers have to say about ezBankSummary

"ezBankSummary has saved me hours of manual work every month. I used to spend an entire day categorizing transactions for my business, now it takes minutes."

Mahesh Heda
Mahesh Heda
Small Business Owner

"As an accountant, I handle dozens of client statements monthly. This tool has transformed my workflow and improved accuracy significantly."

Barkha Tayal
Barkha Tayal
Chartered Accountant

"The custom categories feature is a game-changer. I can now track project-specific expenses across multiple bank accounts effortlessly."

Awlin Chacko
Awlin Chacko
Freelance Consultant