EZ-Summary reads transaction data straight out of bank-statement PDFs — native text or OCR — and exports a clean, structured CSV/Excel. No Python, no OCR setup, no copy-paste.
3-day free trial · 5 pages a day · Card optional
Built by accountants, for accountants. EZ-Summary ships today; EZ-Extract arrives next.
Drop in a folder of bank-statement PDFs and EZ-Summary extracts every transaction into a structured spreadsheet — dates, descriptions, amounts, balances — ready for reconciliation.
Point at any value in any PDF and EZ-Extract grabs it. Pick an anchor, choose a direction — left, right, above, below — and build your own extraction template. One Excel, exactly the columns you want.
Pay for what you process. Start with a 3-day free trial (5 pages a day) — with or without a credit card, no charge for the trial. Cancel anytime.
Prices in USD, exclusive of applicable tax. Volume and multi-seat licensing available — contact us.
Be first to know when the universal PDF field extractor launches. No spam — one email, on launch day.
No. EZ-Summary bundles everything — Tesseract OCR and Poppler are included in the installer. You get a single setup file and it just runs.
No. PDFs are processed locally on your machine. Only licensing, usage counts, and update checks talk to our servers — never your document contents.
3 days, 5 pages per day, full features. A card is optional — start the trial with or without one, and there's no charge for the 3 days. Add a card and it auto-continues as a Starter subscription ($2.99/mo) unless you cancel; skip the card and the trial simply ends — upgrade any time.
Yes. Each license is bound to one device and is transferable — deactivate from the old machine and activate on the new one.
Sales, demos, support, or just a question — we read everything.
Whether you're evaluating EZ-Summary for your firm, need a volume quote, or want early access to EZ-Extract, drop us a line.