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Finance Teams

Month-end closed. Reports drafted.
Questions answered.

For finance teams of every size, from a single company to a multi-country group. Sumary prepares the close, drafts your reporting, consolidates every entity and answers the CFO's questions.

Redmark
Accru Partners
Deloitte
Baker Tilly
Grant Thornton
Oury Clark
RPGCC
Zignifikant
Baltic Assist
Redmark
Accru Partners
Deloitte
Baker Tilly
Grant Thornton
Oury Clark
RPGCC
Zignifikant
Baltic Assist
Sumary for finance teams

Use cases

Take back the hours your team spends on manual preparation and put them into the numbers the board needs.

Every transaction

checked for VAT, coding and pricing errors

Every question

answered from the books, traced to the transactions

No limit

on the number of entities you consolidate

Month-end close checklist

Month-end close & VAT

The month-end close, ready for sign-off.

Sumary prepares the month-end close and VAT returns on the ledger you already use, and every transaction is checked for VAT, coding and pricing errors along the way. Each step needs sign-off before the month can close. Set the month-end close once and every entity follows it, including the companies you acquire.

Management and board reports in Sumary

Reporting & Consolidation

Numbers you can put in front of the board.

Management packs and board packs drafted from the books. When the business runs more than one entity, Sumary consolidates them across ledgers and currencies, with intercompany balances matched, eliminations proposed and FX handled.

Asking Sumary a question about the numbers

Advanced Accounting Reasoning

The CFO's questions. Answered.

Ask Sumary's AI anything about the business: why margin moved, what cash looks like in six weeks, how one entity compares with the rest. Every answer is traced to the transactions behind it, and a cash-flow forecast with base, bull and bear cases is one question away.

“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

“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

Built for the whole finance team

Sumary supports finance teams across the month-end close, VAT, reporting and consolidation. One platform, every workflow.

Month-end close
VAT returns
Anomaly detection
Management reporting
Board packs
Cash-flow forecasting
Group consolidation
Intercompany eliminations
FX

Frequently asked questions

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Ready to find strength in numbers?

Discover what Sumary can do for your finance team.