Accounting Agents
Your workflows, on autopilot.
Sumary's Agents run your bookkeeping and controlling workflows — proactively, thoroughly, every single day.
Work smarter, close faster
Built for teams who need their workflows running - not waiting. Every reconciliation prepared, every variance explained, every close accelerated.
Agents. Deployed.
Not just at period-end. Workflows execute in the background, every day — continuously.
Workflows. Covered.
Reconciliations. Journal reviews. Flux analyses. Control checks. The full spectrum of bookkeeping and controlling.
Variances. Explained.
Not just flagged — explained. Review with confidence instead of digging through spreadsheets.
Your rules. Applied.
Configurable workflows that adapt to how your team actually works. Not the other way around.
Customer quote
“Since deploying Sumary’s Accounting Agents, our month-end close went from five days to two. The agents handle reconciliations overnight - we just review and approve.”
CFO - Mid-market SaaS Company
Customer quote
“Since deploying Sumary’s Accounting Agents, our month-end close went from five days to two. The agents handle reconciliations overnight - we just review and approve.”
CFO - Mid-market SaaS Company
1) Connect & Configure
Connected in minutes
Sumary sits on top of the accounting systems you already use. Ledger connected, preferences set, workflows defined. No migration, no disruption.
1) Connect & Configure
Connected in minutes
Sumary sits on top of the accounting systems you already use. Ledger connected, preferences set, workflows defined. No migration, no disruption.
2) Reconcile & Review
Reconciled before you arrive
Balance sheet recs. Bank recs. Customer matching. AP/AR aging. Journal entry reviews. First-pass reconciliations prepared, exceptions flagged, ready for your review.
2) Reconcile & Review
Reconciled before you arrive
Balance sheet recs. Bank recs. Customer matching. AP/AR aging. Journal entry reviews. First-pass reconciliations prepared, exceptions flagged, ready for your review.
3) Analyse & Explain
Every variance, accounted for
Flux analyses and comparative reporting run automatically. Variances aren't just flagged — they're explained in plain language, with full context, so you can act immediately.
3) Analyse & Explain
Every variance, accounted for
Flux analyses and comparative reporting run automatically. Variances aren't just flagged — they're explained in plain language, with full context, so you can act immediately.
4) Control & Close
Month-end. Done.
Control checks for missing accruals, tax errors, and posting mismatches run proactively. When month-end arrives, the heavy lifting is already behind you. Hours, not days.
4) Control & Close
Month-end. Done.
Control checks for missing accruals, tax errors, and posting mismatches run proactively. When month-end arrives, the heavy lifting is already behind you. Hours, not days.