Seamless reporting for e-conomic

Design customizable P&L, balance sheets, and cash flow statements with real-time data from e-conomic. No more spreadsheets—just seamless insights tailored to your business in one intuitive platform.

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Financial reporting dashboard showing P&L with Net Sales, COGS, Gross Profit, and Sales & Travel from January to May plus period totals.Dark-themed financial reporting dashboard showing monthly P&L figures for Net Sales, COGS, Gross Profit, and Sales & Travel from Jan 25 to May 25 and totals for the period.

Reporting

Fully customizable financial grids

Create P&L, balance sheets, and cash flow statements tailored to your business. Group, calculate, and format rows with ease, while enjoying seamless integration with e-conomic for real-time accuracy.

Goodbye Excel

Leave behind manual imports and Excel headaches. Sumary offers effortless reporting.

Default best-in-class

Start with expertly crafted financial grids tailored to your business type and needs.

Partial financial report table showing P&L categories including Net Sales, B2C and B2B Net Sales, Total COGS, and B2C COGS with corresponding January figures.Dark mode financial report table showing Profit & Loss items with January figures, including Net Sales, B2C and B2B Net Sales, Total COGS, and B2C COGS details.
Table showing January P&L with Total Marketing Costs of -1,399,096 and B2C Marketing costs of -1,225,626, including Meta Ads cost of -834,889.Table showing P&L with January figures: Total Marketing Costs -1,399,096; B2C Marketing -1,225,626; Meta Ads -834,889.

Row grouping

Group multiple accounts into one row for a clear, concise view of your finances. Create categories that simplify complex data, tailored to your business needs.

User interface element showing the formula for Gross Profit as Net Sales minus Total COGS with an option to add a calculated row.User interface for calculating Gross Profit with input fields for Net Sales minus Total COGS and a button labeled Add calculated row.

Calculated rows

Add calculated rows to create metrics like gross margin or sales percentages. Build custom formulas between rows without the complexity of spreadsheets.

Menu titled Row actions with options Add percentage, Make bold highlighted with cursor, Make italic, and Delete row grayed out.Dropdown menu titled Row actions with options Add percentage, Remove bold highlighted by cursor, Make italic, and Delete row grayed out.

Row formatting

Customize your rows with bold text, italic, or percentages. Highlight key metrics and keep your financial reports clear, structured, and presentation-ready.

Reporting

Seamless integration

with e-conomic

e-conomic logo
Book free demo

Experience seamless integration with e-conomic. No more manual data exports to Excel. Automatically sync accounts, journal entries, and transactions, keeping your reports accurate and always up-to-date.

Journal entry support

View and edit journal entries directly in Sumary, simplifying corrections and insights.

Map once then forget

Map your e-conomic accounts in minutes, and let Sumary handle the rest automatically.

dashboard with entry detailsdashboard with entry details

Reporting

Inspect, search, and filter transactions

Click a cell for any row and month to see the transactions behind the number. Quickly resolve questions like 'Why are marketing costs so high this month?' Simply press, inspect, and find out with powerful search and filter tools.

Simply press a cell

Drill down transaction details by clicking any cell to see what’s behind the numbers.

Edit journal entries

Make quick corrections to journal entries directly in Sumary for better accuracy.

Reporting

Beautiful charts

Bar chart comparing B2C and B2B net sales from January to June with blue bars for B2C and orange bars for B2B.Bar chart comparing B2C and B2B net sales from January to June, showing varying sales amounts each month with B2C sales generally higher in later months.
Stacked area chart showing gross profit across four months from January to April with three categories represented in blue, orange, and green.Stacked area chart showing Gross Profit 1, 2, and 3 from January to April with values peaking in February.

Create stunning charts effortlessly with real-time financial data from e-conomic. Say goodbye to importing data into third-party tools. Visualize insights instantly, with updates always in sync with your latest numbers.

Select data to include

Choose the rows and periods you want to visualize, and Sumary handles the rest. Easily customize your charts for focused insights on key financial metrics.

Chart types

Pick from various chart types such as bar, line, area, pie, or stacked, tailored to your reporting needs. Create visuals that make your financial story clear and impactful.

Download

Download your charts as images for presentations or reports. Share professional-looking visuals that are always up-to-date with your financial data.

Reporting

PDF report builder

Create polished, professional, and branded PDF reports effortlessly with real-time data from e-conomic. Skip manual imports into third-party tools and refresh monthly reports for investors or stakeholders in minutes.

Three overlapping cards labeled January Report, July Report, and December Report, each featuring simple line charts or text placeholders and the Acme Corp logo.Dark-themed cards displaying January, July, and December report summaries with abstract charts and Acme Corp logo.

Headings

Add custom headings and subheadings to structure your report and highlight key sections.

Rows & charts

Include account data or visual charts to your reports to create a clear financial overview.

Comments

Add comments and insights to provide context, explanations, or highlight important financial metrics.

Download

Download your tailored report as a PDF and share it with investors or stakeholders instantly.