Your books. Already done.

Upload your bank statement CSV. Sumly's AI categorizes every transaction into expense categories in seconds. No spreadsheets. No manual work. Just organized books.

Upload a statement Free to try — no signup required
$10.8B
AI accounting market, 2026
95%+
categorization accuracy
<30s
to categorize 100 transactions
How it works

Three steps to organized books. Sumly does the rest.

01

Upload your CSV

Export a bank statement from your bank as CSV. Drop it into Sumly. We auto-detect columns from any bank format.

02

AI categorizes everything

Every transaction is automatically classified into expense categories like rent, payroll, software, meals, and more.

03

Export clean data

Download your categorized transactions as a clean CSV. Ready for your accountant, tax software, or bookkeeping system.

The difference

Stop categorizing transactions by hand.

Manual bookkeeping

  • You categorize every transaction
  • You stare at vague descriptions
  • You export reports manually
  • You catch errors after the fact
  • Hours every month, minimum

Sumly

  • AI categorizes in seconds
  • Confidence scores on every line
  • One-click CSV export
  • Summary breakdown by category
  • Done before your coffee cools

The last time you'll categorize transactions by hand.

Sumly handles the tedious parts so you can focus on what you actually started your business to do.

Try Sumly now