Effortless budgeting for smarter financial decisions

Plan, forecast, and track budgets effortlessly with Sumary. Say goodbye to spreadsheets and complex manual Excel formulas, and hello to intuitive budgeting that syncs with your e-conomic-powered reporting in real time.

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Budgeting dashboard table displaying actuals and budgets for Jul to Nov 2025 with categories like Net Sales, COGS, Gross Profits, Sales & Travel, Salary & Staff Expenses, G&A, and EBITDA.Dark-themed budgeting dashboard showing P&L Budget with monthly actuals and budgets for Jul to Nov 2025, including Net Sales, COGS, Gross Profit, Sales & Travel, Staff Expenses, G&A, and EBITDA with totals.
P&L Budget table showing Net Sales, B2C Sales including Shopify and Amazon Sales, B2B Sales, and COGS for May, June, and July with corresponding values.P&L Budget table showing financial figures for May, June, and July including Net Sales, B2C Sales with Shopify and Amazon sales, B2B Sales, COGS, gross profits, and fulfillment costs.

Budgeting

Intuitive budgeting

Take control of your finances with seamless budget creation. Sumary makes forecasting and performance tracking easier than ever, with a streamlined interface that works exactly how you need it to, no complexity required.

An accurate budget in minutes

Quickly build a budget tailored to your goals. With synced grids that align perfectly with your financial reports, Sumary simplifies planning to save you time while ensuring accuracy.

No financial PhD required

Our intuitive design lets anyone build detailed, dynamic budgets without needing advanced financial skills. Forecast complex scenarios with just a few clicks, fast, simple, and stress-free.

Mirrors reporting 1:1

Your budget and reports stay perfectly aligned. Any adjustments you make to reporting automatically sync with your budget, ensuring consistency across P&L, balance sheets, and cash flow.

Budgeting

The future of forecasting

Say goodbye to outdated tools and hello to smarter budgeting. Sumary’s powerful forecasting features make it effortless to create, update, and refine budgets. All with minimal effort and maximum precision.

Bye Excel formulas

No need for clunky spreadsheets. Forecast with speed and simplicity using intuitive tools.

User-friendly

A clean interface and smart operations ensure seamless forecasting for every skill level.

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.
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.

P&L forecasting

Forecast your profit and loss with ease. Set assumptions for growth, percentages, or even link rows. All from a user-friendly forecasting sidebar.

UI showing 'Selected row: Inventory' with a prompt to add operations to forecast this balance row and a button labeled 'Add operation'.UI panel showing selected row labeled Inventory with a prompt to add operations to forecast this balance row and a button labeled Add operation.

Balance forecasting

Easily predict balances using dynamic rules like fixed values, percentage changes, or stacking operations for accurate, flexible results.

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.

Google Sheets import

Easily import data from Google Sheets to forecast budgets using your own custom models, ensuring seamless integration with your existing workflows.

Budgeting

Compare performance

Stay on top of your financial goals by comparing actuals and budgeted values side by side. Sumary’s stunning interface provides instant insights and deep analysis, making performance tracking easier and more actionable than ever.

Actuals vs budget

Effortlessly compare actual values to your budget to track how well you’re sticking to your plans.

Last closed month

Quickly compare performance for the last closed month to review budget accuracy during month-end close.

Last year compare

Toggle last year’s actuals into the compare grid for even deeper analysis of year-over-year performance.

Instant overview

Gain a clear, instant overview of how actuals stack up against your budget for smarter decisions.

Table comparing actual and budget values for last closed month (Jan), showing positive and negative percentage differences.Table showing actual vs budget amounts and percentages for the last closed month (Jan), with most percentages positive and one negative -11%.

Budgeting

The best budgeting

solution for e-conomic

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Sumary integrates seamlessly with e-conomic, enabling you to create, forecast, and track budgets effortlessly. With real-time syncing, intuitive tools, and unmatched flexibility, budgeting has never been easier.

Real-time actuals

Forecast budgets in seconds using real-time actuals from e-conomic, fast and accurate.

Seamless integration

Enjoy a frictionless experience with tools that align perfectly with your financial needs.

User interface for calculating a percentage relative to another row, showing input fields for Net Sales and 10% with a Forecast button, and two circular user profile icons pointing to the interface.Dark themed interface showing a form titled 'Relative to another row' with input fields for 'Net Sales' and 'Percentage (%)' set to 10, a 'Forecast' button below, and two circular profile images with arrows pointing to the form.

Budgeting

Budget collaboration

Empower your team to collaborate seamlessly on budgets. Sumary eliminates the guesswork by making assumptions visible and easy to understand, so anyone can step in and contribute confidently.

See assumptions

Click on any budget row to view the assumptions used, ensuring transparency for the whole team.

Future secure

Sumary’s clarity ensures anyone can understand and take over the budget with ease.