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 

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 

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.

Trust

© 2026 Summation Technologies, Inc.