Exec-Ready Reports. In Minutes.

Analysis that shows its work — every number, source, and assumption.

Summation safeguards your data with proven enterprise security and built-in privacy controls.

What makes a Summation Report different?

Presentable

Formatted for the boardroom. Ready to share the moment it's generated.

Presentable

Formatted for the boardroom. Ready to share the moment it's generated.

Presentable

Formatted for the boardroom. Ready to share the moment it's generated.

Traceable

Every figure links back to its source. Full audit trail, no black boxes.

Traceable

Every figure links back to its source. Full audit trail, no black boxes.

Traceable

Every figure links back to its source. Full audit trail, no black boxes.

Verified

Checked before it leaves the platform. You know the answer is right before anyone else sees it.

Verified

Checked before it leaves the platform. You know the answer is right before anyone else sees it.

Verified

Checked before it leaves the platform. You know the answer is right before anyone else sees it.

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Agents

Each agent is purpose-built for a single report — trained on your metrics and logic, connected directly to your data, and structured around your exact format and narrative. Before anything ships, every figure is verified. What reaches the boardroom is accurate, consistent, and ready to act on.

Automate with Agents

Weekly Business Report

Variance Explainer

Weekly Sales Report

Sales Performance Dashboard

Sales Activity Report

Revenue Monitor

MBR Builder

Variance Analysis Report

Executive Summary Slides

Company Health Dashboard

Investor Update Deck

100+ more

100+ more

See Summation in Action

See how teams build models, generate reports, and get answers in minutes with Summation.

Ashley Jackson

Month-End Variance Analysis

Sarah Miralo

Weekly Business Review

Luis Ednan

Operating Metrics Digest

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Operating Metrics Digest

Ashley Jackson

Month-End Variance Analysis

Sarah Miralo

Weekly Business Review

Luis Ednan

Operating Metrics Digest

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Operating Metrics Digest

Built for the questions that run the business

The winners in today’s market are those who act with clarity and speed. Summation brings data and AI together in one place so leaders can stay ahead.

More Strategic Reviews

Weeks of preparation cut to hours. AI surfaces risks and patterns early so reviews drive action.

Decisions You Can Trust

High-stakes calls demand certainty. Every number ties back to source systems, giving leaders confidence to act.

Drive Profitable Growth

Disparate systems hide value. Summation reveals the performance drivers that unlock growth.

Connected to the systems behind your numbers

Summation connects directly to your warehouse, ERP, CRM, and spreadsheets — so agents run on real company context. No exporting, stitching, or manual prompt assembly required.

Launch your first report fast.

Connect the data behind a report, scope the output, and get value in days — with a 14-day pilot to prove it in a real workflow.

1

Connect

Plug into the data behind the report.

1

Connect

Plug into the data behind the report.

2

Build

Scope a dedicated agent to your exact output.

2

Build

Scope a dedicated agent to your exact output.

3

Launch

Verified and on schedule.

3

Launch

Verified and on schedule.

Security

Enterprise-Grade Protection from Day One

Summation keeps your data secure with proven enterprise controls and audit-ready compliance.

SOC 2 TYPE II

SOC 2 TYPE II

"Summation plays a valuable role in how we run Fanatics Commerce. Analyses that once took weeks now happen instantly. Even better, AI is helping us get to questions we couldn’t easily answer before—doing so in a way our teams can trust—so we can move faster and make smarter decisions."

Andrew Low Ah Kee

CEO, Fanatics Commerce

Andrew Low Ah Kee

Master complexity. Deliver results.

Master complexity. Deliver results.

Master complexity. Deliver results.