CFOs & Finance Leaders

Lead with clarity. Control, understand, and plan your numbers - without the manual mess.

With Sumary, you get real-time visibility across every report, transaction, and forecast. Say goodbye to spreadsheet chaos and surprise board questions.

See featuresBook free demo
Table listing financial entries with columns for entry name, anomaly type as VAT, confidence levels ranging from High, Medium to Low, and action icons for approval or rejection.Table listing entries with anomaly type VAT, confidence levels from high, medium to low, and action icons to approve or reject.
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.Financial table showing January total marketing costs of -1,399,096 and B2C marketing costs of -1,225,626, including Meta Ads at -834,889.

Real-time P&L clarity

No more outdated exports. Get instant answers and updated numbers, always tied to your ledger.

Stacked white chat bubbles with gray text asking financial questions: 'How's our cash position?', 'Why are margins down?', and 'How do our sales look Q1?', each with an upward arrow icon on the right.Three dark rectangular cards with questions about business performance: 'How do our sales look Q1?', 'Why are margins down?', and 'How’s our cash position?', each with an upward arrow icon.

AI that explains the “why”

Understand what’s driving your margins, cash position, or variances - without digging through spreadsheets.

Table showing last closed month (Jan) with Actuals, Budget, and Percentage values for two rows: 952,419 actuals vs 915,000 budget at 4%, and 642,108 actuals vs 565,000 budget at 14%.Table showing last closed month (Jan) actuals, budget, and percentage differences: 952,419 actual vs 915,000 budget (4%), and 642,108 actual vs 565,000 budget (14%).

Budget, forecast & close in one place

Align planning and reporting in a single flow. Fast month-ends. Confident decisions.

Anomaly information panel indicating a VAT type anomaly with high confidence and open status, showing influences of 71%, 16%, and 10%, a suggested VAT correction from 0% to 25%, and an impact value of 237.50 dollars.Dashboard showing anomaly information with predicted VAT type, high confidence, open status, influences breakdown, suggested VAT correction from 0% to 25%, and impact of 237.50, plus entry details.

Controllers

Close faster. Answer smarter.

Stay in control of your month-end, spot issues before they become problems, and never get caught off guard. With Sumary’s AI CFO, you can ask anything – from journal anomalies to cash flow swings – and get instant answers.

See featuresBook free demo
Three horizontal VAT labels marked as Low in green, Medium in yellow, and High in red, each with a checked checkbox.Three VAT labels with levels Low (green), Medium (brown), and High (red), each marked with a checked checkbox.

Spot issues before your accountant does

AI reviews every new entry, flags what looks off, and suggests corrections – so your close is cleaner, faster.

Stacked white chat bubbles with gray text asking financial questions: 'How's our cash position?', 'Why are margins down?', and 'How do our sales look Q1?', each with an upward arrow icon on the right.Three dark rectangular cards with questions about business performance: 'How do our sales look Q1?', 'Why are margins down?', and 'How’s our cash position?', each with an upward arrow icon.

Get instant answers

Why is gross margin down? Why is June marketing higher than May? Just ask the AI CFO and get the answer in seconds.

Two overlapping white panels labeled 'Trend analysis January' and 'Trend analysis February' featuring simplified graphs and Acme Corp logo.Two dark-themed cards labeled Trend analysis January and Trend analysis February, featuring abstract bar and line charts, with Acme Corp logo.

Close with confidence

Fix entries, track workflows, and collaborate across your team in one shared cockpit.

Exec Management & Founders

Modern finance that scales with your company

Make faster, smarter decisions with real-time insights, automated workflows, and a finance stack that scales. Your team stays lean, confident, and focused on what matters.

See featuresBook free demo
Table comparing Q1 2025 actual sales and budget across sales categories showing net sales, Shopify, Amazon, and B2B sales with variances all below budget, accompanied by key insights highlighting significant shortfalls.Table comparing Q1 2025 actual sales to budget across categories showing net sales and platform sales with variance and notes, plus key insights summarizing major shortfalls.
Three horizontal VAT labels marked as Low in green, Medium in yellow, and High in red, each with a checked checkbox.Three VAT labels with levels Low (green), Medium (brown), and High (red), each marked with a checked checkbox.

Give finance superpowers

Equip your finance team with AI tools that accelerate reporting, flag issues early, and surface key insights – without extra headcount.

Stacked white chat bubbles with gray text asking financial questions: 'How's our cash position?', 'Why are margins down?', and 'How do our sales look Q1?', each with an upward arrow icon on the right.Three dark rectangular cards with questions about business performance: 'How do our sales look Q1?', 'Why are margins down?', and 'How’s our cash position?', each with an upward arrow icon.

Instant answers, any time

From burn rate to margin questions, your AI CFO is always ready. Just ask – get instant answers backed by live data.

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.

Peace of mind, always

Stay confidently in control with a financial system that catches mistakes, keeps numbers clean, and turns reporting into a breeze.

List of VAT rates marked as Low, Medium, and High with check and prohibition icons.Five rows showing VAT categories with risk levels labeled Low, Medium, or High in colored tags, each marked with a check or banned icon.

Accounting Firms

Superpowers for modern accounting teams

Sumary helps you scale your practice by automating repetitive work, catching mistakes before they become problems, and giving your clients instant answers. Less manual review, more value creation – without hiring more staff.

See featuresBook free demo
Five stacked notification boxes with the message 'Anomaly detected!' and alarm icons indicating time durations of approximately 2, 4, and 8 hours.Stacked black alert boxes each displaying 'Anomaly detected!' with varying time estimates from 2 to 8 hours.

Automate the heavy lifting

Let AI handle anomaly detection, reconciliations, and monthly reporting – so you can focus on higher-value work.

Stacked white chat bubbles with gray text asking financial questions: 'How's our cash position?', 'Why are margins down?', and 'How do our sales look Q1?', each with an upward arrow icon on the right.Three dark rectangular cards with questions about business performance: 'How do our sales look Q1?', 'Why are margins down?', and 'How’s our cash position?', each with an upward arrow icon.

Impress every client

Give clients instant answers to complex financial questions. Forecasts, variances, and insights – all just a message away.

Table showing last closed month (Jan) with Actuals, Budget, and Percentage values for two rows: 952,419 actuals vs 915,000 budget at 4%, and 642,108 actuals vs 565,000 budget at 14%.Table showing last closed month (Jan) actuals, budget, and percentage differences: 952,419 actual vs 915,000 budget (4%), and 642,108 actual vs 565,000 budget (14%).

Grow without growing pains

With Sumary, you can onboard more clients without growing your team. Fewer errors, faster closes, and happier partners.