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

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

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

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 Expenses
Client A
Project X
Travel
+ 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