Reporting & Consolidation
The sharpest reports.
The whole group, consolidated.
Management packs drafted from the books, and groups consolidated across entities, ledgers and currencies, in the same system.
From data to decisions
Built for teams who want to advise, not just report. Any structure, any client, any group, reported from the books.
Reports. Redefined.
Management packs and board packs, with charts and written commentary, built from a prompt and rerun every month.
Formats. Yours.
Your layout, logic and branding. Built around how your team actually works, not how your ERP thinks you should.
Groups. Consolidated.
Every entity in one group. Intercompany matched, eliminations proposed, FX at average and closing rates.
Templates. Cascaded.
Set a master template for the firm or an office, and it cascades to every client that uses it.
No limit on entities.
Add entities as the group grows, including entities brought in through a trial-balance upload.
1) Connect & Index
Your full history, understood.
Sumary connects to your systems and indexes your complete transactional history: entities, accounts, patterns, trends. Every number mapped and ready to work with.
1) Connect & Index
Your full history, understood.
Sumary connects to your systems and indexes your complete transactional history: entities, accounts, patterns, trends. Every number mapped and ready to work with.
2) Report & Customise
Any report, any format.
Describe the report you want and Sumary builds it, with the commentary written and your branding applied. Save it as a template and it reruns every month.
2) Report & Customise
Any report, any format.
Describe the report you want and Sumary builds it, with the commentary written and your branding applied. Save it as a template and it reruns every month.
3) Consolidate & Eliminate
Every entity, one group.
Entities on different ledgers and in different currencies consolidate together, in the same system as the books. Sumary matches intercompany balances, proposes the eliminations and handles FX.
3) Consolidate & Eliminate
Every entity, one group.
Entities on different ledgers and in different currencies consolidate together, in the same system as the books. Sumary matches intercompany balances, proposes the eliminations and handles FX.
4) Share & Advise
Ready to present.
Share a live link that updates with the books, or freeze the numbers and send a PDF. Clients can be invited to view their reports at the access level you choose.
4) Share & Advise
Ready to present.
Share a live link that updates with the books, or freeze the numbers and send a PDF. Clients can be invited to view their reports at the access level you choose.
Customer quote
“Sumary's reporting has completely changed how we advise clients. We generate board-ready packs in minutes and answer ad-hoc questions that used to take hours of spreadsheet work.”
CFO — Nordic Private Equity Fund
Customer quote
“Sumary's reporting has completely changed how we advise clients. We generate board-ready packs in minutes and answer ad-hoc questions that used to take hours of spreadsheet work.”
CFO — Nordic Private Equity Fund