Flexible plans

Our pricing - your productivity gain

7-day free trial
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Transform your bank statements analysis workflow with AI-powered ExactSum. A small investment for 10x productivity gains.

Professional

Perfect for growing businesses and regular document processing

£ 350 /month
15K transactions

£0.02/tx after

On average 20 transactions in 1 bank statement page

Basic functionality
  • All banks included
  • All formats included (scan, fax, digital)
  • All analysis modules
  • All transactions extraction
  • Excel downloads
  • Detailed cash flow analysis and charts

Business

Ideal for established businesses with higher volume needs

£ 840 /month

£0.015/tx after

On average 20 transactions in 1 bank statement page

Everything in Professional +
  • Priority support in Slack
  • Business Associate Agreement
  • Zero Data Retention
  • UK/EU/AU/US endpoints

Enterprise

High-volume processing for large organisations and enterprises

Custom Pricing
Everything in Business + Advanced security
  • Custom SLAs
  • SSO and SAML Authentication
  • Data Processing Agreement
  • Priority Rate Limits
  • VPC and On Prem Deployments
  • Custom Processing Pipelines
100% risk-free, no auto-charge if you cancel in 7 days

Supported Banks & Financial Institutions

ExactSum processes bank statements from all major UK and international banks across all pricing plans.

Bank Name Professional Business Enterprise
HSBC
Barclays
Lloyds
NatWest
Santander
Virgin Money
Bank of Scotland
Starling
Monzo
Tide
Wise Business
Revolut Business
ANNA
Zempler
Airwallex
Payoneer
Metro
Handelsbanken
Nationwide
Stripe
Other Banks

Add-on Modules

Enhance your ExactSum experience with powerful add-on modules. These can be used across all pricing tiers.

DocuNeat

Automated client document requests and follow ups - reducing document chasing and review time

£45 per admin user per month
  • Automated client document requests
  • Smart follow-up system
  • Reduced document chasing time
Learn More
Available on all tiers

Packager Plus

Custom summary analysis downloads in Excel ready to be sent to lenders

£295 per month
  • Custom summary analysis reports
  • Excel-ready downloads
  • Lender-ready format
Learn More
Available on all tiers

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