Account reason
Recurring software expense, categorized using the example instructions.
Turn PDFs, pictures, and CSVs
into a bank feed.
Extract in your own words. Categorize with Xero history. Review and send.
Example organization
Transactions as Excel
Example organizationReceived $1,200.00Spent $150.00Net $1,050.00
Example Bank September statement.pdf Search transactions
Show sent transactionsSend to Xero
| Row selection and status | Bank | Date ▴ | Contact | Reference | Description | Amount | Categorization | Tracking 1 | Tracking 2 | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Example Bank | 02 Sep 2026 | Example Customer | INV-001 | Example customer payment | 1,200.00 | Sales | — | — | View |
| 2 | Example Bank | 03 Sep 2026 | Example Software | SUB-002 | Example software expense | −84.00 | Software subscriptions | — | — | View |
| 3 | Example Bank | 04 Sep 2026 | Example Office Supply | OFF-003 | Example office expense | −45.00 | Office expenses | — | — | View |
| 4 | Example Bank | 05 Sep 2026 | Example Bank | FEE-004 | Example bank fee | −21.00 | Bank fees | — | — | View |
September statement.pdfExample Bank · 4 extracted transactions
ProcessedExample data /Explore the sidebar or replay the extraction walkthrough
Source documents Accountant reviewXero
See Sumry in action.
Watch on YouTubeWhere Xero ends is where we begin. Extract exactly what you need from complex documents, the same way every month.
Keep Xero at the center of your books. Use Sumry to turn unstructured source data into a bank feed, with instructions you control and results your team reviews.
Extraction in your words
Describe the details you need in natural language. Reuse your instructions each month.
The accountant stays in control
Review suggested categories and correct each transaction in a spreadsheet-style workspace.
Connected from source to Xero
Keep the original, the extracted rows, and the send status together as you work.
How it works
From your file
to your Xero ledger.
Set up the extraction in your own words. Reuse it next month, with your team focused on reviewing the results.
Start with XeroUpload your data
Start with a PDF, picture, or CSV containing the transactions you need.
Get your initial prompts
Sumry generates a starting set of extraction instructions from your document.
Make the instructions yours
Correct the prompts in natural language. Keep them for recurring statement formats.
Extract a bank feed
Turn the dates, descriptions, amounts, contacts, and references into transaction rows.
Categorize with Xero history
Sumry uses historical General Ledger data from your Xero organization to suggest categories.
Review and correct
Check the extracted details and suggested categories in an Excel-like workspace.
Send to Xero
Choose the transactions you have reviewed and send them to your connected organization.
Trace each transaction
Follow sent transactions from Sumry to their entries in Xero. See errors when a row needs attention.
Extract the details
you need.
Upload a PDF, picture, or CSV. Describe the details you need in natural language, then extract them into a bank feed format you can review.
Example organization
Bank & Prompts
Search bankExample BankBank · 5/5 prompts
0 Uploaded0 Processing1 Processed0 Failed
Scroll to see all five fields
Special instruction (optional)
Include every page. Keep one row per transaction and preserve the original reference.
Example data /Edit example prompts · Preview uses fictional transactions
Keep categorization
in context.
After extraction, Sumry automatically suggests categories using historical General Ledger data from your connected Xero organization. Review the explanation and correct suggestions before sending.
AI CATEGORIZATION
Categorization Explanation
Example Software · 03 Sep 2026
Amount: −$84.00Category: Software subscriptionsBank: Example Bank
Contact reason
Example Software is identified from the description on the fictional statement.
Tracking reason
No tracking option is assigned in this example.
Selected history reason
This fictional example illustrates how a reviewer can inspect the reason behind a suggestion. It does not use connected Xero history.
Main matched history
No historical transaction is included in this demonstration.
Example transaction 2 of 4
Example data /Categorization Explanation · Account, contact, tracking, and history
Review before
you send.
Review and correct transactions in a spreadsheet-style workspace. Check balance context, inspect likely duplicates, and choose what gets sent.
Example organization
Transactions as Excel
Example organizationReceived $1,200.00Spent $150.00Net $1,050.00
Example Bank September statement.pdf
4 of 4 example rows selectedScroll to Explanation to inspect a row
| Row selection and status | Bank | Date ▴ | Contact | Reference | Description | Amount | Categorization | Tracking 1 | Tracking 2 | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Example Bank | 02 Sep 2026 | Example Customer | INV-001 | Example customer payment | 1,200.00 | Sales | — | — | |
| 2 | Example Bank | 03 Sep 2026 | Example Software | SUB-002 | Example software expense | −84.00 | Software subscriptions | — | — | |
| 3 | Example Bank | 04 Sep 2026 | Example Office Supply | OFF-003 | Example office expense | −45.00 | Office expenses | — | — | |
| 4 | Example Bank | 05 Sep 2026 | Example Bank | FEE-004 | Example bank fee | −21.00 | Bank fees | — | — |
Balance checkBalanced
Statement Data
- Period
- Sep 01 – Sep 30
- Opening Balance
- $5,000.00
- Ending Balance
- $6,050.00
Xero Data
- Period
- Sep 01 – Sep 30
- Opening Balance
- $5,000.00
- Ending Balance
- $6,050.00
Statement Data Verification
- Ending Balance in File
- $6,050.00
- Ending Balance from Calculation
- $6,050.00
- Difference
- $0.00
Fictional balances. Opening balance + net extracted transactions (4 rows).
Example data /Search, select rows, or open a categorization explanation
Follow every send
to Xero.
Send the transactions you have reviewed, then trace them from Sumry to Xero. See which rows were sent and which need attention, with status and error details close at hand.
Example organization
Transactions as Excel
Example organizationReceived $1,200.00Spent $150.00Net $1,050.00
Example Bank September statement.pdf Search transactions
| Row selection and status | Bank | Date ▴ | Contact | Reference | Description | Amount | Categorization | Tracking 1 | Tracking 2 | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Example Bank | 02 Sep 2026 | Example Customer | INV-001 | Example customer payment | 1,200.00 | Sales | — | — | |
| 2 | Example Bank | 03 Sep 2026 | Example Software | SUB-002 | Example software expense | −84.00 | Software subscriptions | — | — | |
| 3 | Example Bank | 04 Sep 2026 | Example Office Supply | OFF-003 | Example office expense | −45.00 | Office expenses | — | — | |
| 4 | Example Bank | 05 Sep 2026 | Example Bank | FEE-004 | Example bank fee | −21.00 | Bank fees | — | — |
Demo outcome
4 reviewed example transactions
Preview the row status shown after a send.
Example data /Demonstration only. No data is sent to Xero.
Security & access
Your data.
Your Xero access.
Understand how Sumry connects to your organization and handles the data you use for extraction and categorization.
- Connect through Xero
- Sumry connects with OAuth 2.0. We do not see or store your Xero password.
- Access follows your organization
- Users must be authorized on the connected Xero organization to access it in Sumry.
- Know how your data is used
- Our privacy policy explains the information we collect, AI processing, service providers, and data retention.
PRICING
One monthly price
for your organization.
$7 per month per Xero organization. No tokens, no credits, and no extra user charges.
Invite users who are already part of your Xero organization to work with you in Sumry.
Get startedBasic planBilled monthly
$7
USD / month
per Xero organization
per Xero organization
- Categorization using historical Xero data
- Statement extraction and review workspace
- Xero connection and send workflow
- Access for your existing Xero team
- Basic support
Bank account access is included with your organization.
About Sumry
Built by a CPA,
for accountants.
From our founder
I’m a CPA with more than 15 years of experience in tax, accounting, family offices, and venture-backed startups.
Every month, my staff faced complex documents that needed to be read or extracted in a particular way. When someone left, we had to teach the same process all over again.
I built Sumry to put those instructions into a repeatable workflow. We describe the extraction once, reuse it, and let our staff review the categorization before sending the transactions to Xero.
My fellow accountants, this was made for you and me.