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Accounting Firms

Advise more
Reconcile less.

Sumary handles the reconciliations, the error-checking, and the reporting - so your team can focus on the advisory work that actually drives value.

Sumary for accounting firms
0%

Reduction in time spent on manual reconciliation

0+

Hours returned to advisory work per team, per week

0%

Fewer errors reaching period-end reporting

Use cases

Eliminate the hours lost to manual bookkeeping and controlling, freeing your team to focus on the advisory work that drives value.

Agents dashboard showing completed reconciliations

Month-end close

Month-end in days, not weeks.

Sumary runs your close process proactively — reconciling, matching, reviewing journals, and flagging variances before your team even logs in. What used to consume the final week of every month now runs continuously in the background.

Anomaly Detection flagging errors

Error detection

Catch errors before they reach your name.

Every line item of every transaction — cross-referenced, validated, verified. Wrong VAT handling, duplicate payments, supplier mismatches, signs of fraud. Sumary catches what manual spot-checks miss, so nothing leaves your firm unchecked.

Reporting & Insights dashboard

Advisory & insights

Turn data into advice, not just reports.

Custom management reports on demand, in any format. Ask any question about your numbers and get grounded answers in seconds. The insights that elevate your advisory practice — delivered automatically, ready to present to your portfolio.

Built for your entire practice

Sumary supports accounting firms across every area of their practice. One platform, every workflow.

Bookkeeping
Reconciliations
Accounts payable
Accounts receivable
VAT & tax compliance
Journal reviews
Bank matching
Management reporting
Periodic close
Flux analysis
Controlling
Advisory & insights
Customer testimonial

Customer quote

“Sumary has transformed how our practice operates. What used to take a team of three the entire last week of the month now runs in the background - we just review and advise.”

Partner — Nordic Accounting Firm

Frequently asked questions

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