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Bank Statement Analysis & Transaction Categorization

Extract transactions from bank statements, categorize them, and analyze them all through our API and dashboard, so you can take better financial decisions about your customers.
This product is usually used by lenders, accountants and finance teams.

Automatic Expense Invoicing

Need to get the invoices from your vendors? Through our dashboard and API you can send us pictures of your receipts and our machine learning algorithm will get it for you.

Reconciliation

Need to match your invoices with your bank statements? Need to reconcile accounts payables and accounts receivables? Need to reconcile your transactions with your vendors / clients?
Zummi does it for you effortless through our transaction matching algorithm.

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*Tuzumma Asesor en Inversiones Independiente, S.A.P.I. de C.V. ("Zumma") is an independent investment advisor registered with the National Banking and Securities Commission ("CNBV") of the United Mexican States under registration number 30184-001-(16375)-08/18/2023.

The Commission exclusively supervises the provision of securities portfolio management services when investment decisions are made on behalf of and for the account of third parties, as well as services consisting of providing investment advice on securities, analysis, and the issuance of individualized investment recommendations. Therefore, it has no authority to supervise or regulate any other service provided by Investment Advisors.

Registration in the Registry of Investment Advisors maintained by the Commission under the Securities Market Law does not imply that Investment Advisors adhere to the provisions applicable to the services provided, nor the accuracy or truthfulness of the information provided.