Connect your bank accounts, sync transactions automatically, and reconcile with tools built for accountants.
Connect as many bank accounts and credit cards as you need via Plaid. Secure, bank-level encryption. Your credentials are never stored on our servers.
Plaid is the industry-standard banking API used by Venmo, Robinhood, and thousands of financial apps. Your bank credentials are secure and never stored on our servers.
Bank transactions sync automatically every Sunday at midnight in your company's timezone. Email notifications when new transactions are ready to review.
No more "click refresh and hope it works." Weekly syncs run automatically and notify you when new transactions are ready. Consistent, reliable, predictable.
Bank statements retrieved automatically on the 5th of each month. PDF statements stored for reconciliation. Email notifications when statements are ready.
Proper bank reconciliation requires the actual statement. Summit Books retrieves and stores PDF statements so you can reconcile correctly, not just match transactions.
Match transactions, handle adjustments, lock reconciled periods, and maintain complete audit trails. Reconciliation workflows built by someone who has actually done bank reconciliation.
Reconciliation software should help you reconcile, not create more work. Summit Books handles the common cases smoothly and doesn't block you on edge cases.
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