Workflows & Agents
Your workflows, ready for sign-off.
Build your firm's workflows once. Sumary's agents run them for every client, from the month-end close to VAT and year-end.
Work smarter, close faster
Built for firms that want one way of working across every team. Every workflow built in one place, every client held to the same standard, every month-end close accelerated.
Agents. Deployed.
Agents run your firm's workflows on the schedule you set, daily, weekly, monthly or yearly, or whenever someone starts one. Every client gets the workflow your firm built.
Workflows. Covered.
The month-end close. VAT returns. Year-end preparation of the accounts. And every workflow your firm builds from its own checklists and working papers, with an agent for every step.
Every client. Standardised.
Build a workflow once, in one place, and push it out to every team and every client. The whole firm works the same way, with local changes where a client needs them.
Your rules. Applied.
Agents follow the thresholds and approval steps your firm sets, so the work fits how your team already runs it. Anything they write back arrives in the ledger as a draft for approval.
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 ledgers you already use. Connect the ledger, then build your firm's workflows in one place from the checklists and working papers you use today. No migration, no disruption.
1) Connect & Configure
Connected in minutes.
Sumary sits on top of the ledgers you already use. Connect the ledger, then build your firm's workflows in one place from the checklists and working papers you use today. No migration, no disruption.
2) Reconcile & Review
Reconciled before you arrive.
Payroll journals. The AP sub-ledger tie-out. Accruals. Prepayments. Deferred income. Depreciation. Every client runs through the same steps, and each task comes back done or waiting for your review.
2) Reconcile & Review
Reconciled before you arrive.
Payroll journals. The AP sub-ledger tie-out. Accruals. Prepayments. Deferred income. Depreciation. Every client runs through the same steps, and each task comes back done or waiting for your review.
3) Ask & Learn
Every question, asked once.
When an agent is unsure, it asks the accountant, and it remembers the answer the following month. Your firm's methods are saved as skills in the same place as your workflows, so anyone at the firm can call them by name.
3) Ask & Learn
Every question, asked once.
When an agent is unsure, it asks the accountant, and it remembers the answer the following month. Your firm's methods are saved as skills in the same place as your workflows, so anyone at the firm can call them by name.
4) Control & Close
Month-end. Signed off.
A month stays open until every required step has run and been approved, with up to two approvers on each task. Approved journals go back to the ledger as drafts, and the finished month exports as one file. When month-end arrives, the heavy lifting is already behind you.
4) Control & Close
Month-end. Signed off.
A month stays open until every required step has run and been approved, with up to two approvers on each task. Approved journals go back to the ledger as drafts, and the finished month exports as one file. When month-end arrives, the heavy lifting is already behind you.