Reporting & Insights
The sharpest reports. The deepest insights.
The most flexible reporting available - combined with AI that answers any question about your numbers in seconds.
From data to decisions
Built for teams who want to advise, not just report. Any structure, any granularity, any question - answered in seconds.
Reports. Redefined.
Board packs, margin breakdowns, management reports, cost analyses — any structure, any granularity, on demand.
Formats. Yours.
Custom layouts, your structure, your logic. Reports built around how your team actually works — not how your ERP thinks you should.
Questions. Answered.
No SQL, no pivot tables. Ask the way you'd ask a colleague — grounded answers in seconds, traceable to the underlying transactions.
Insights. Surfaced.
Patterns, anomalies, and trends that manual review would never catch. Delivered proactively — not just when you think to ask.
Reduction in time spent building management reports manually
Average response time for plain-language financial queries
Faster month-end reporting compared to traditional workflows
Of answers traceable to underlying transactions in real time
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
Management reports, board packs, margin analyses, cost breakdowns — generated on demand in any structure, any granularity. Hosted and shared directly from Sumary.
2) Report & Customise
Any report, any format
Management reports, board packs, margin analyses, cost breakdowns — generated on demand in any structure, any granularity. Hosted and shared directly from Sumary.
3) Ask & Explore
Ask in plain language
"What's driving the margin decline in Q3?" "Break down SG&A by cost centre." "Show me top 10 suppliers by spend, year-to-date." Ask anything — answers grounded in real data, fully traceable to the underlying transactions.
3) Ask & Explore
Ask in plain language
"What's driving the margin decline in Q3?" "Break down SG&A by cost centre." "Show me top 10 suppliers by spend, year-to-date." Ask anything — answers grounded in real data, fully traceable to the underlying transactions.
4) Surface & Advise
Trends you'd never find manually
Patterns and trends surfaced proactively — not just when you ask. The insights that elevate your advice, delivered automatically and ready to present.
4) Surface & Advise
Trends you'd never find manually
Patterns and trends surfaced proactively — not just when you ask. The insights that elevate your advice, delivered automatically and ready to present.
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