Today we are launching Sumary 2.0, our biggest release yet.
Over the past months, we have rebuilt core parts of the platform around a simple idea: the AI CFO should be with you wherever you work, and the product around it should cover the full scope of work in accounting firms and finance teams, not just month-end.
Sumary 2.0 brings four major updates: a fully embedded AI CFO, Workflows, the new Reports, and Consolidation.
A fully embedded AI CFO
The AI CFO has been completely revamped, both in how it looks and in what it can do. It is now one click away on every page. Open it from the navigation, and it already knows what you are looking at, whether that is a statement, a workflow, a report, or a consolidation.
The AI CFO slides out from the side, so you can talk to it while the page stays in view. Ask it to do something, and it acts on your behalf right there on the page while you watch. When you need more room, expand it into the full AI CFO experience with a single click.
Under the hood, it is more powerful than ever. It has more context, more tools, and stronger models, benchmarked against our internal evals across a wide range of accounting tasks. Answers are more concise, and a new compact activity view keeps its reasoning and tool use collapsed by default, so you see the answer first and the work behind it whenever you want.
Workflows that run on their own
Close management is now Workflows. Close management was built for a single job: the month-end close. Workflows handle work at any cadence, so every team can run its recurring work in Sumary, whether that is month-end, VAT, year-end, or anything else.
Each workflow is run by scheduled agents. You decide what each agent does and when it runs, and it carries out the work end to end on its schedule, flagging what needs a human along the way. Ask the AI CFO to reconcile the bank each month, for example, and it sets up an agent that runs on day 2, matches every transaction, and flags anything it can't reconcile. It can even wait for the previous month to be signed off before it starts.
Month-end, VAT, and Year-end come as defaults, each with its own sign-off. Firms can set up their workflows once and roll them out across every client, so the same standard of work runs everywhere.
Reports, built with natural language
The report builder is now simply Reports, and it is a big step up. The AI CFO is far better at creating and editing reports in natural language. Describe the report you need, and the AI CFO builds it. "Build a 5-page management report for Q1." "Add variance vs. last year." Every change after that works the same way.
Reports can now carry your brand, with your own colors and logo. New slide types, including a front page, section separators, and an end page, give every report a clear structure, and more formatting options make each slide easier to get exactly right.
New content types let you combine statements, variance and budget charts, tables, KPI tiles, images, and text, or drop in a chart or table straight from a conversation with the AI CFO. Every report looks the same in Sumary, when shared, and as a PDF.
Consolidation across every ledger
Consolidation is here. Combine multiple organizations into one group view, even when they run on different ledgers such as QuickBooks, Xero, and Business Central, and report in different currencies.
Bring each organization's figures into a consolidated P&L, balance sheet, and cash flow, and let AI propose the account mapping for you. Eliminate intercompany transactions by account, party, or entry, add manual adjustments where needed, and convert member figures into your group currency using your own rates or European Central Bank rates.
The AI CFO works at the consolidation level too. Use it to find and eliminate intercompany transactions, explain differences, and drill down from any consolidated figure to the organization, account, and transaction behind it. Filter which organizations are included, review every member and adjustment side by side in the worksheet view, and export the results to Excel.
Available today
Sumary 2.0 is live for everyone, starting today. Sign in to try it, or book a demo and we'll show you around.