BankSummary vs Visualizy
BankSummary
banksummary.coVisualizy
visualizy.comSide by side
| Figure | BankSummary | Visualizy |
|---|---|---|
| Price from | Free | €25/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 2 | 4 |
| Spec score · Cash Flow Management Software | 8.7 (#3) | 7.6 (#17) |
| Infrastructure | The dashboard is described as Salesforce-native and bank connections are supplied by Plaid. | Visualizy says its system runs on IBM Cloud with a multi-zone architecture and Kubernetes orchestration. |
| Integrations | The features page says BankSummary works with accounting tools, spreadsheets and ERP systems through exports or synchronization. | Visualizy describes an integration with Everyday ERP that connects with iScala and Epicor Kinetic for automated bank transaction reconciliation. |
| Intended users | The homepage describes use by individuals and families, freelancers, small businesses, and finance and accounting teams. | The company presents the product for startups, small and medium businesses, and enterprises. |
Plans
Visualizy
- Lite Solo€25 a month
- Lite Professional€50 a month
- Lite Business€250 a month
- Enterprise€1,599 a month
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.