For
Your All-in-One
Financial Cockpit
Sumary seamlessly connects with e-conomic to streamline reporting and budgeting. Customize P&Ls, balance sheets, and cash flow, track budgets, and ditch Excel, spreadsheets and complex formulas for good.
Trusted by teams across industries
World’s first AI CFO
Meet your new financial co-pilot. Sumary’s AI CFO helps you understand your business like never before, by analyzing your data, spotting mistakes, and giving you instant insights. Ask anything. Get answers in seconds.
Full context
Your AI CFO always answers based on your full financial history.
Your format
Get formatted answers as text, tables, or charts, your call.
AI-powered insights
Ask questions like “Why is gross margin down?” or “How’s our cash position?” - and get answers instantly, based on your data.
Error detection
Your AI CFO reviews your books, flags unusual trends, and suggests fixes, before your accountant does.
Always-on analysis
Your numbers are always working for you. Trends, anomalies, and forecasts are automatically surfaced without you lifting a finger.
Reporting &
month-end close
Gain full control over your month-end process and financial reporting with Sumary. Customize your P&L, balance sheet, and cash flow statements while automating data syncs. Close your books faster and eliminate spreadsheet frustration.
Month-end made easy
Get instant overviews, spot bookkeeping errors fast, and close with confidence.
Goodbye Excel
Ditch manual exports and endless formulas with real-time synced financials.
Easy controlling
Access and edit all financial entries, including journals, in Sumary. Spot errors, make corrections, and keep your data accurate all in one place.
Custom report builder
Create perfectly formatted reports with financial and non-financial data. Customize layouts, add charts, and generate professional reports in clicks.
Integrations
Sync seamlessly with e-conomic and Google Sheets to include all your key numbers. Keep data accurate and always up to date.
Budgeting & forecasting
Create accurate budgets without spreadsheets. Use smart forecasting tools to plan ahead, track actuals vs. budgets, and adjust projections easily. All within an intuitive, formula-free interface.
Smart forecasting
Automate budget creation and plan smarter with formula-free forecasting.
Budgeting in minutes
Build, adjust, and compare budgets effortlessly in no time.
Budget variance
Easily track performance against your budget. Spot differences at a glance, identify trends, and make data-driven decisions to stay on target.
Cash flow forecast
Cash flow projections update instantly as you adjust your budget, giving you real-time insights into future liquidity and financial stability.
Ease of use
Generate accurate P&L, balance, and cash flow forecasts without complex financial modeling, just smart, intuitive tools designed for efficiency.