Bank statement matching

Reconcile your FNB, Capitec, Absa, Standard Bank or Nedbank statement

Export your statement from online banking as a CSV file, upload it to SUM Books and match every line in minutes instead of a weekend.

How it works

SUM Books reads the lines on your statement so you can match them to what you have already recorded, or record what is missing.

  • Works with CSV statements exported from South African banks
  • Rules to recognise regular transactions
  • Uploading a statement never changes your balances on its own

Common questions

Does SUM Books connect directly to my bank?
No. You download a CSV statement from your bank's online banking and upload it. Your bank login details are never shared with SUM Books.
Which banks are supported?
Any bank that lets you export a CSV statement, including FNB, Capitec, Absa, Standard Bank and Nedbank.

Free to start. Paid plans from R150 a month.

Flat monthly pricing in rand. No card needed to try the Free plan.

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We include the page you're on and any recent error messages — never your financial records.