Your AI-powered finance co-pilot

Ask anything about your numbers - from margins to cash flow. Your AI CFO understands every transaction, explains trends, and gives you instant answers in charts, tables, or text.

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AI CFO

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.

AI CFO

Know what changed - and why

Ever wondered why gross margin is up this month? Or why costs look different from last year? Your AI CFO compares periods, runs through every relevant transaction, and pinpoints the drivers behind the change.

Compare any period

See how performance shifts month-over-month or year-on-year – instantly explained.

Transaction-level clarity

Go beyond the numbers with clear, data-backed answers for every fluctuation.

AI CFO

Track customer and supplier payments

Ask your AI CFO for the status of customer invoices, what’s overdue, or how much you suppliers. Get fast, clear answers – no spreadsheets or digging required.

Track what’s owed

Check open customer invoices and see what’s overdue in seconds.

Stay on top of payables

Track upcoming supplier payments and manage cash with confidence.

AI CFO

Plan any scenario in seconds

Wondering what happens if COGS drops 15%? Or if headcount grows by 5? Just ask. Your AI CFO models the impact instantly – across your P&L and cash flow - so you can plan smarter, faster.

No spreadsheets needed

Test new assumptions and see the financial impact without formulas or tabs.

Instant answers

Get clear, AI-generated scenarios in seconds. From question to clarity – fast.