Effortless budgeting for smarter financial decisions
Plan, forecast, and track budgets effortlessly with Sumary. Say goodbye to spreadsheets and complex manual Excel formulas, and hello to intuitive budgeting that syncs with your e-conomic-powered reporting in real time.
Budgeting
Intuitive budgeting
Take control of your finances with seamless budget creation. Sumary makes forecasting and performance tracking easier than ever, with a streamlined interface that works exactly how you need it to, no complexity required.
An accurate budget in minutes
Quickly build a budget tailored to your goals. With synced grids that align perfectly with your financial reports, Sumary simplifies planning to save you time while ensuring accuracy.
No financial PhD required
Our intuitive design lets anyone build detailed, dynamic budgets without needing advanced financial skills. Forecast complex scenarios with just a few clicks, fast, simple, and stress-free.
Mirrors reporting 1:1
Your budget and reports stay perfectly aligned. Any adjustments you make to reporting automatically sync with your budget, ensuring consistency across P&L, balance sheets, and cash flow.
Budgeting
The future of forecasting
Say goodbye to outdated tools and hello to smarter budgeting. Sumary’s powerful forecasting features make it effortless to create, update, and refine budgets. All with minimal effort and maximum precision.
Bye Excel formulas
No need for clunky spreadsheets. Forecast with speed and simplicity using intuitive tools.
User-friendly
A clean interface and smart operations ensure seamless forecasting for every skill level.
P&L forecasting
Forecast your profit and loss with ease. Set assumptions for growth, percentages, or even link rows. All from a user-friendly forecasting sidebar.
Balance forecasting
Easily predict balances using dynamic rules like fixed values, percentage changes, or stacking operations for accurate, flexible results.
Google Sheets import
Easily import data from Google Sheets to forecast budgets using your own custom models, ensuring seamless integration with your existing workflows.
Budgeting
Compare performance
Stay on top of your financial goals by comparing actuals and budgeted values side by side. Sumary’s stunning interface provides instant insights and deep analysis, making performance tracking easier and more actionable than ever.
Actuals vs budget
Effortlessly compare actual values to your budget to track how well you’re sticking to your plans.
Last closed month
Quickly compare performance for the last closed month to review budget accuracy during month-end close.
Last year compare
Toggle last year’s actuals into the compare grid for even deeper analysis of year-over-year performance.
Instant overview
Gain a clear, instant overview of how actuals stack up against your budget for smarter decisions.
Sumary integrates seamlessly with e-conomic, enabling you to create, forecast, and track budgets effortlessly. With real-time syncing, intuitive tools, and unmatched flexibility, budgeting has never been easier.
Real-time actuals
Forecast budgets in seconds using real-time actuals from e-conomic, fast and accurate.
Seamless integration
Enjoy a frictionless experience with tools that align perfectly with your financial needs.
Budgeting
Budget collaboration
Empower your team to collaborate seamlessly on budgets. Sumary eliminates the guesswork by making assumptions visible and easy to understand, so anyone can step in and contribute confidently.
See assumptions
Click on any budget row to view the assumptions used, ensuring transparency for the whole team.
Future secure
Sumary’s clarity ensures anyone can understand and take over the budget with ease.