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.

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
Recurring Alerts
Set up alerts for missed recurring payments, rent, or other important transactions.
Account Aggregator
Integrate with Account Aggregator framework to automatically fetch and analyze bank transactions.
Financial Insights
Get valuable insights into your spending patterns and financial health.
How ezBankSummary works
Get from raw bank statements to organized financial data in just a few clicks
Upload your bank statement
Simply upload your bank statement in PDF, Excel, or CSV format. We support all major banks.
Automatic categorization
Our AI engine analyzes and categorizes all transactions based on intelligent pattern recognition.
Review and customize
Review the categorized transactions and make adjustments if needed with our intuitive interface.
Export and share
Download your categorized data in various formats or share directly with your accountant.


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:
Custom Categories
Create your own categories to further refine your financial data organization.
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.
// 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."

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

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