For

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AI for Finance.
Finally.

Every transaction. Every workflow. Automated and understood.
From month-end close to insights, from cash flow forecasting to reporting – Sumary handles it all.

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Trusted by teams across industries

AI CFO

Meet your new financial co-pilot. Sumary’s AI CFO helps you understand your business like never before - by analyzing your numbers, spotting mistakes, and delivering instant insights. Ask anything. Get answers in seconds.

Full context

Your AI CFO gives answers based on your full financial history – every transaction, every pattern.

Your format

Get answers in your format – text, tables, or charts. Your call.

Stacked white chat bubbles with gray text asking financial questions: 'How's our cash position?', 'Why are margins down?', and 'How do our sales look Q1?', each with an upward arrow icon on the right.Three dark rectangular cards with questions about business performance: 'How do our sales look Q1?', 'Why are margins down?', and 'How’s our cash position?', each with an upward arrow icon.

AI-powered insights

Ask questions like “Why is gross margin down?” or “How’s our cash position?” – and get instant answers grounded in your numbers.

Notification box with a yellow warning triangle and text 'Anomaly detected', showing two empty input fields, green check and red cross buttons, and Acme Corp logo.Dark-themed alert box stating 'Anomaly detected' with a yellow warning triangle, two grey progress bars, check and cross buttons, and Acme Corp logo.

Smart comparisons

Ask why this month looks different. Your AI CFO digs through every entry to surface the key drivers.

Two overlapping white panels labeled 'Trend analysis January' and 'Trend analysis February' featuring simplified graphs and Acme Corp logo.Two dark-themed cards labeled Trend analysis January and Trend analysis February, featuring abstract bar and line charts, with Acme Corp logo.

Always-on analysis

Your numbers never sleep. Trends, anomalies, and forecasts are surfaced automatically – no manual digging required.

All AI CFO features
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Table listing financial entries with columns for entry name, anomaly type as VAT, confidence levels ranging from High, Medium to Low, and action icons for approval or rejection.Table listing entries with anomaly type VAT, confidence levels from high, medium to low, and action icons to approve or reject.

Anomaly Detection, On Autopilot

Spot mistakes before they cost you. Your anomaly model is trained on historical data, explains every flag, improves with each correction, and syncs approved fixes directly back to e-conomic.

Stay confident

Rest easy knowing AI is scanning every transaction – and flagging what humans might miss.

Seamless sync

Review flagged issues, approve the fix, and sync it back to e-conomic in one click.

Interface showing 'Anomaly type' with options VAT and Odd Account, where VAT is selected.Interface showing selection options for anomaly types labeled VAT and Odd Account on a dark background.

Understand why

Never a black box. We tell you why something looks wrong – whether it’s a mistagged VAT code or a supplier in an odd account.

Three horizontal VAT labels marked as Low in green, Medium in yellow, and High in red, each with a checked checkbox.Three VAT labels with levels Low (green), Medium (brown), and High (red), each marked with a checked checkbox.

Smarter with time

Each correction reinforces the model. Anomaly detection gets sharper, faster, and more accurate with every month.

Five stacked notification boxes with the message 'Anomaly detected!' and alarm icons indicating time durations of approximately 2, 4, and 8 hours.Stacked black alert boxes each displaying 'Anomaly detected!' with varying time estimates from 2 to 8 hours.

Real savings, not just alerts

From reclaiming VAT to preventing overpayments, anomaly detection saves money you didn’t even know you were losing.

All anomaly detection features
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Reporting &
month-end close

Get total control over your month-end process – from error checks to final reports. Customize your P&L, balance sheet, and cash flow, and close faster with automated syncs and zero spreadsheets.

Month-end made easy

Get instant overviews, spot bookkeeping errors fast, and close with confidence.

Goodbye Excel

Ditch manual exports and endless formulas with real-time synced financials.

Partial financial report table showing P&L categories including Net Sales, B2C and B2B Net Sales, Total COGS, and B2C COGS with corresponding January figures.Dark mode financial report table showing Profit & Loss items with January figures, including Net Sales, B2C and B2B Net Sales, Total COGS, and B2C COGS details.
Table showing January P&L with Total Marketing Costs of -1,399,096 and B2C Marketing costs of -1,225,626, including Meta Ads cost of -834,889.Table showing P&L with January figures: Total Marketing Costs -1,399,096; B2C Marketing -1,225,626; Meta Ads -834,889.

Easy controlling

Access and edit all financial entries, including journals, in Sumary. Spot errors, make corrections, and keep your data accurate all in one place.

Two overlapping report cards titled December Report and January Report with Acme Corp logo at the bottom right.Dark-themed overlapping report cards titled December Report and January Report, each featuring the Acme Corp logo.

Custom report builder

Create perfectly formatted reports with financial and non-financial data. Customize layouts, add charts, and generate professional reports in clicks.

Three overlapping user interface cards each titled 'Import from Google Sheets' with a dropdown menu labeled 'Select Metric' and a disabled button labeled 'Forecast'.Dark-themed user interface with three overlapping panels titled 'Import from Google Sheets' showing a dropdown menu labeled 'Select Metric' and a disabled 'Forecast' button.

Integrations

Sync seamlessly with e-conomic and Google Sheets to include all your key numbers. Keep data accurate and always up to date.

All reporting features
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User interface showing two growth rate input sections: month over month growth with 100% entered and an active Forecast button clicked, and year over year growth with 0.00% and a disabled Forecast button.User interface displaying month over month and year over year growth form fields with growth rate inputs and forecast buttons, month over month section active with 100% growth rate entered.

Budgeting & forecasting

Create accurate budgets without spreadsheets. Use smart forecasting tools to plan ahead, track actuals vs. budgets, and adjust projections easily. All within an intuitive, formula-free interface.

Smart forecasting

Automate budget creation and plan smarter with formula-free forecasting.

Budgeting in minutes

Build, adjust, and compare budgets effortlessly in no time.

Table showing last closed month (Jan) with Actuals, Budget, and Percentage values for two rows: 952,419 actuals vs 915,000 budget at 4%, and 642,108 actuals vs 565,000 budget at 14%.Table showing last closed month (Jan) actuals, budget, and percentage differences: 952,419 actual vs 915,000 budget (4%), and 642,108 actual vs 565,000 budget (14%).

Budget variance

Easily track performance against your budget. Spot differences at a glance, identify trends, and make data-driven decisions to stay on target.

Table showing cash flow on autopilot with beginning balance, cash flow from period, and ending balance values.Dark-themed cash flow table with toggle on showing beginning balance, cash flow from period, and ending balance for two periods with negative and positive values.

Cash flow forecast 

Cash flow projections update instantly as you adjust your budget, giving you real-time insights into future liquidity and financial stability.

User interface form labeled Year over year growth with an input field set to 100 for Growth Rate (%) and a Forecast button.Input form for year over year growth with a growth rate of 100% and a Forecast button on a dark background.

Ease of use

Generate accurate P&L, balance, and cash flow forecasts without complex financial modeling, just smart, intuitive tools designed for efficiency.

All budgeting features
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