Pricing · Annual or monthly · GBP, EUR or USD
Flexible plans
Our pricing - your productivity gain
Annual or monthly, cancel anytime
Pay yearly for the lower rate or month to month with no lock-in.
Priced in GBP, EUR or USD
Pick the currency you invoice in; the rate is the same either way.
Every add-on, on every plan
Decisioning, DocuNeat, Packager Plus and the rest can be added to any tier.
01 / Plans
01 · Most popular
Professional
Perfect for growing businesses and regular document processing
billed annually
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
02
Business
Ideal for established businesses with higher volume needs
Custom
Everything in Professional +
- Priority support in Slack
- Business Associate Agreement
- Zero Data Retention
- UK/EU/AU/US endpoints
03
Enterprise
High-volume processing for large organisations and enterprises
Custom
Everything in Business + Advanced security
- Custom MSA
- Custom SLAs
- SSO and SAML Authentication
- Data Processing Agreement
- Priority Rate Limits
- VPC and On Prem Deployments
- Custom Processing Pipelines
02 / Add-ons
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
Packager Plus
Custom summary analysis downloads in Excel ready to be sent to lenders
Decisioning engine
Set your affordability thresholds, income requirements and red lines once. Every file comes back auto-approved, referred or declined against your policy, with the rule that fired and the evidence behind it.
Financial statements analysis
Reads filed accounts and management accounts alongside the bank statements — profit and loss, balance sheet and notes — so the picture the borrower reports can be set against the money that actually moved.
Cash P&L
Builds a profit and loss from the bank statements alone, for borrowers whose accounts are out of date or were never filed. Income and costs are categorised from the transactions and totalled by month.
03 / Bank coverage
Supported Banks & Financial Institutions
ExactSum processes bank statements from all major UK and international banks across all pricing plans.
And every other bank: statements from any institution, in any format — digital, scanned or photographed — are processed the same way.
See it on your own files
Send us five statements from cases you've already decided. We'll show you what ExactSum returns and how it compares to the calls your team made.