BankSummary vs Tidely
BankSummary
banksummary.co
Tidely
tidely.comSide by side
| Figure | BankSummary | Tidely |
|---|---|---|
| Price from | Free | €55/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 4 |
| Spec score · Cash Flow Management Software | 8.7 (#3) | 7.5 (#19) |
| Forecasting | Financial forecasting is intended to predict cash flow and reveal possible shortfalls. | It offers an AI-generated cash flow forecast and custom scenarios for simulating business decisions. |
| Integrations | The features page says BankSummary works with accounting tools, spreadsheets and ERP systems through exports or synchronization. | Tidely supports ERP and accounting systems and offers Open API, Zapier, and Synesty connections. |
| Purpose | BankSummary brings connected bank accounts together in one dashboard for viewing balances and transaction activity. | Tidely is liquidity management software for planning and managing company cash flow. |
Plans
Tidely
- Starter€55 a month
- Professional€105 a month
- Business€265 a month
- EnterprisePrice not published
In their own words
BankSummary
BankSummary is a web service that puts connected bank accounts into one dashboard for balances and transaction activity. Through Plaid, it connects to more than 12,000 financial institutions across the United States and Canada. Supported account types include checking, savings, credit card, investment, mortgage, and loan accounts. The dashboard provides balance tracking, transaction search, spending insights, financial forecasting, cash-position views, inflow and outflow tracking, and automated reports. Transactions are categorized automatically, and categories can be renamed. Reports can be downloaded as CSV, DOC, or PDF files. BankSummary can export to or synchronize with accounting tools, spreadsheets, and ERP systems. Connections are read-only: the service can view balances and transaction history but cannot make payments, transfer funds, or change bank accounts. Data is protected with AES-256 encryption in transit and at rest, and access uses multi-factor authentication. Bank credentials are not stored on its servers. A free plan costs nothing for up to two accounts; no credit card is required. A free trial is also available.