Timeline
Follow the rapid progress of Sumary as we stay dedicated to creating the best financial tools for e-conomic users. Our AI-powered reporting and budgeting features are designed to elevate efficiency, precision, and decision-making.
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February 2024
Sumary goes out of closed pilot phase
Sumary is now live. After refining the platform with select pilot users, we are officially launching to the public, bringing seamless financial reporting and budgeting to businesses using e-conomic.
March 2024
Website goes live
The waitlist page is gone. Sumary now has a full website showcasing features, pricing, and an easy way to book demos. Businesses can explore how Sumary simplifies financial reporting and budgeting.
February 2024
Google Sheets integration in reporting
Sumary now integrates with Google Sheets, allowing users to map KPI rows and sync key business metrics alongside financial data. Once mapped, updates happen automatically ensuring real-time insights.
January 2024
KPI grid release
A new KPI grid is now available in settings. Users can track key performance indicators below their cash flow statements with the option to manually enter values or sync them from Google Sheets.
January 2024
Dynamic budget rows live
Balance budget rows can now be toggled to be dynamic. If set to pull starting balances from actuals, they will auto update when actuals change ensuring more accurate financial forecasting without manual adjustments.
January 2024
Budgeting module enters beta
Sumary’s budgeting module is now in beta. Designed to eliminate spreadsheet headaches, our intuitive interface makes forecasting simple yet powerful giving users flexibility without complex formulas.
December 2024
Balance smart forecasting working
Forecasting for balance rows is now smarter. Users can stack operations to define forecasting rules, creating complex yet intuitive projections without the need for spreadsheets or formulas.
December 2024
Google Sheets integration in budget working
Users can now map P&L budget rows to Google Sheets data making it easy to import external metrics into budget forecasts and ensure real-time updates.
December 2024
UI overhaul
Sumary has a brand new look. We have redesigned the navigation, improved settings pages, and refined breadcrumbs for a smoother and more intuitive user experience.
November 2024
Cash flow grid is released
Cash flow tracking is now seamless. Once set up, the new cash flow grid updates automatically giving users real-time insights into cash movement without extra work.
November 2024
P&L smart forecasting working
P&L forecasting is now a breeze. Set growth rules, use relative percentages such as marketing as a percentage of sales or enter fixed values. No Excel formulas needed, just one click forecasting.
November 2024
Actuals vs budget compare grid prototype
A new compare grid lets users track actuals versus budgets side by side. A toggle allows them to add prior year actuals for year over year comparisons making performance tracking easier than ever.
November 2024
Work starts on budgeting module
Development of Sumary’s budgeting module is underway. We are redefining budgeting by removing spreadsheet complexity and making forecasting more intuitive and powerful.
November 2024
Billing system is implemented
Sumary now has a billing system. Users can add payment methods, manage billing at the organization level, and seamlessly handle subscriptions.
October 2024
Teams and organizations are released
Collaboration is now built in. Organizations can add multiple team members with different roles and permissions making reporting and budgeting a team effort.
October 2024
Calculated row builder launch
Calculated rows are now live. Users can create custom financial metrics like gross margins or marketing spend as a percentage of sales with real-time updates when data syncs.
October 2024
First full-time employee
A big milestone. Developer Lucas Rantzau joins Sumary full time fully dedicating his focus to building and improving the platform.
September 2024
Waitlist landing page live
Sumary’s waitlist page is now live. It outlines the vision, core features, and lets users sign up to be notified when the platform officially launches.
September 2024
Entries and transaction search and sort
Users can now search and sort transactions by entry number, date, account, or amount making it easier to find and review financial data faster than ever.
September 2024
Report PDF builder launch
Users can now create professional financial reports with the new PDF builder. Add P&L and balance rows, charts, and comments then export with one click.
September 2024
Brand identity - Sumary is born
Sumary officially has a name, logo, and brand identity. Our mission to simplify financial reporting and budgeting is taking shape.
August 2024
Settings pages added
New settings pages allow users to manage account details, integration settings, and more all in one place.
August 2024
Data fetching improvements
Syncing with e-conomic is now faster and more efficient ensuring real-time updates without delays.
July 2024
Chart builder launch
Sumary now includes a chart builder. Users can visualize trends by selecting P&L or balance data, customizing chart types, and exporting visuals for presentations.
July 2024
Entries and transactions sidebar
Click any row and month to instantly see underlying transactions. This new sidebar makes it easier to review and verify financial data.
July 2024
E-conomic data sync working with journals
Sumary’s e-conomic integration is fully operational. It is the first integration on the market to sync journal entries and values in real-time.
June 2024
First working prototype for P&L and balance grids
A major step forward. The first functional version of Sumary’s browser-based P&L and balance grid is ready for testing.
May 2024
Development starts as a side project
Sumary begins development with the goal of creating a seamless way to sync e-conomic data into a browser-based P&L and balance grid.
April 2024
The idea is born
Frustrated with manual exports, Excel formulas, and messy financial models, the vision for Sumary is created to simplify reporting and budgeting for businesses.