Talk to Your Data. Post to Xero.
SUMRY uses natural language AI to extract, balance, AJE, and categorize any PDF, Excel, or Image. Reclaim hours of high-value time by automating your most redundant manual workflows. Sync with Xero instantly—train any statement in under 5 minutes and automate it forever.
The end of 'Technical' Data Entry.
You don’t need to be a developer to build AI. If you can type a sentence, you can automate your workflow.
How It Works?
Upload Anything
Drop in a mortgage statement, capital statement, or a blurry JPEG receipt.
Just Ask
Use plain English. "Extract the interest paid and convert it to USD" or "Balance this statement against the closing total."
Sync to Xero
Review the categorized data and push it to your accounting software with one click.
How It Works?
Step 1
Add Your Document
Bring in your statement or receipt — any format, any quality.
Step 2
Ask in Plain English
Tell the AI what you need, like extracting values or checking totals.
Step 3
Review the Results
Get clean, structured data ready to use in seconds.
How It Works?
Step 1
Add Your Document
Bring in your statement or receipt — any format, any quality.
Step 2
Ask in Plain English
Tell the AI what you need, like extracting values or checking totals.
Step 3
Review the Results
Get clean, structured data ready to use in seconds.
How It Works?
Step 1
Add Your Document
Step 2
Ask in Plain English
Step 3
Review the Results
Key Differentiators
“The end of ‘Technical’ Data Entry.” You don’t need to be a developer to build rules.
If you can type a sentence, you can automate your workflow.
-
Natural Language Extraction: No more manual mapping. Tell SUMRY what you want to see, and it finds it.
-
AI Math & Balancing: Force a balancing entry for complex statements. Let the AI calculate the "plug" figures so your books always tie out.
-
Global Currency Translation: Instantly translate foreign currency statements into your home currency using real-time or custom rates.
-
Total Flexibility: Override rules on the fly. SUMRY adapts to your specific nuances, not the other way around.
-
Brokerage accounts - upload complex brokerage accounts, and you define what you want extracted each month
-
Capital statements - private equity, direct investments, and anything in between easily be extracted each month or quarter so you don’t miss a detail.
-
Real Estate - Property management statements from appfolio, propertyware, ect can be extracted so you can see apples to apples across all your holdings.
-
Any data you can need to be in Xero can be.
-
Manipulate statement data to be uniform to how you need it to be every month.
Key Differentiators
“The end of ‘Technical’ Data Entry.” You don’t need to be a developer to build rules.
If you can type a sentence, you can automate your workflow.
- Natural Language Extraction: No more manual mapping. Tell SUMRY what you want to see, and it finds it.
- AI Math & Balancing: Force a balancing entry for complex statements. Let the AI calculate the "plug" figures so your books always tie out.
- Global Currency Translation: Instantly translate foreign currency statements into your home currency using real-time or custom rates.
- Total Flexibility: Override rules on the fly. SUMRY adapts to your specific nuances, not the other way around.
- Brokerage accounts - upload complex brokerage accounts, and you define what you want extracted each month
- Brokerage accounts - upload complex brokerage accounts, and you define what you want extracted each month
- Capital statements - private equity, direct investments, and anything in between easily be extracted each month or quarter so you don’t miss a detail.
- Real Estate - Property management statements from appfolio, propertyware, ect can be extracted so you can see apples to apples across all your holdings.
- Any data you can need to be in Xero can be.
- Manipulate statement data to be uniform to how you need it to be every month.
Starter Plan
$7/month
What's Included
- 3 AI model included
- Starter access to all features
- $ 2.50 per additional model
3 models for $7 per month.
A model is prompted for a bank feed into Xero. Meaning if you use the same statement each month, that will be considered an active model. You can activate as many AI models as you need. Each model additional model is $2.50.
Starter
$7 / month
- 1 AI model included
- Upload any PDF, Excel, or Image
- Sync to Xero instantly
Pro
$9.50 / month
- 2 AI models included
- Natural language extraction
- Balancing & currency translation
Enterprise
$12 / month
- 3 AI models included
- Unlimited statement types
- Override rules anytime