Drive Strategic Outcomes with AI
Clarity and command for every team that runs the business.
Put financial reporting on autopilot
Most finance teams spend hours building reports. Summation does the reporting tasks in minutes.

Finance
Pro
Put an AI Analyst to work on daily business tasks
$60
per month
12k credits / mo
Analyze data across your business systems
Build and use shared business context and metrics
Get verified analysis you can trace to sources
Turn recurring work into scheduled workflows
Runs on frontier models, matched to each task
Start a 14-day free trial
Pro
Put an AI Analyst to work on daily business tasks
$60
per month
12k credits / mo
Analyze data across your business systems
Build and use shared business context and metrics
Get verified analysis you can trace to sources
Turn recurring work into scheduled workflows
Runs on frontier models, matched to each task
Start a 14-day free trial
Max
Bring AI analysis deeper into operations and decision-making.
$200
per month
40k credits / mo
Everything included in Pro
Run larger, more frequent analytical workloads
Analyze point-in-time data with snapshots
Priority support with a 24-hour SLA
Direct access to the team building Summation
Start a 14-day free trial
Max
Bring AI analysis deeper into operations and decision-making.
$200
per month
40k credits / mo
Everything included in Pro
Run larger, more frequent analytical workloads
Analyze point-in-time data with snapshots
Priority support with a 24-hour SLA
Direct access to the team building Summation
Start a 14-day free trial
Enterprise
Connect Summation to the systems that run your business and deploy AI against the processes where better decisions create the most value.
Enterprise & custom data connections
SSO / SCIM and granular access controls
Governance, audit logs, security and compliance
Cloud, VPC & on-premise deployment options
Higher-scale compute, custom applications & integrations
Forward-deployed support from Summation team
Full-cycle collaboration across outcome definition, context engineering, launch, improvement, and expansion
Custom Price
Pro
Put an AI Analyst to work on daily business tasks
$60
per month
12k credits / mo
Analyze data across your business systems
Build and use shared business context and metrics
Get verified analysis you can trace to sources
Turn recurring work into scheduled workflows
Runs on frontier models, matched to each task
Start a 14-day free trial
Max
Bring AI analysis deeper into operations and decision-making.
$200
per month
40k credits / mo
Everything included in Pro
Run larger, more frequent analytical workloads
Analyze point-in-time data with snapshots
Priority support with a 24-hour SLA
Direct access to the team building Summation
Start a 14-day free trial
Enterprise
Connect Summation to the systems that run your business and deploy AI against the processes where better decisions create the most value.
Enterprise & custom data connections
SSO / SCIM and granular access controls
Governance, audit logs, security and compliance
Cloud, VPC & on-premise deployment options
Higher-scale compute, custom applications & integrations
Forward-deployed support from Summation team
Full-cycle collaboration across outcome definition, context engineering, launch, improvement, and expansion
Custom Price
Start with the work your Finance team already does.
Give Finance leverage across the entire decision cycle
Know what happened without spending days assembling the answer


Prepare weekly and monthly business reviews
Prepare weekly and monthly business reviews
Explain actuals vs. budget and forecast
Explain actuals vs. budget and forecast
Investigate variances and their drivers
Investigate variances and their drivers
Reconcile the month-end close
Reconcile the month-end close
Prepare management and board reporting
Prepare management and board reporting
Keep the plan current as the business changes
Model scenarios and sensitivities
Model scenarios and sensitivities
Plan headcount and operating expenses
Plan headcount and operating expenses
Build and update revenue plans
Build and update revenue plans
Run rolling forecasts and reforecasts
Run rolling forecasts and reforecasts
Build the annual operating plan
Build the annual operating plan


Allocate resources where they deliver the best results


Evaluate business cases and ROI
Evaluate business cases and ROI
Optimize working capital
Optimize working capital
Reduce cost to serve
Reduce cost to serve
Improve pricing and margin
Improve pricing and margin
Understand portfolio and product profitability
Understand portfolio and product profitability
An AI Analyst that actually knows your business
Generic AI starts with a prompt. Summation starts with your systems, definitions, and context.





Knows your systems
Works directly from your ERP, warehouse, planning tools, CRM, spreadsheets, and other systems—and configures itself around how your company works.
Every number ties out
One set of governed definitions and business logic. Trace any number from the executive summary all the way back to source.
Verified before you see it
Summation checks the calculations, claims, and reasoning behind its analysis—and surfaces uncertainty when human judgment is needed.
One understanding, shared
Data, definitions, plans, assumptions, and prior work persist across the team instead of disappearing into individual AI sessions.





Knows your systems
Works directly from your ERP, warehouse, planning tools, CRM, spreadsheets, and other systems—and configures itself around how your company works.
Every number ties out
One set of governed definitions and business logic. Trace any number from the executive summary all the way back to source.
Verified before you see it
Summation checks the calculations, claims, and reasoning behind its analysis—and surfaces uncertainty when human judgment is needed.
One understanding, shared
Data, definitions, plans, assumptions, and prior work persist across the team instead of disappearing into individual AI sessions.

Put an AI Analyst to work in Finance.
Start with a high-value workflow and get it into production with Summation’s deployment team.
Stop guessing. Start improving.
The AI analyst that turns data into dollars.
Product
Trust
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