AI that explains your business and helps you take action to improve it.
From stitching information and keyboard work to a self-improving business.
Analysts spend their days pivoting between systems, drafting reports, and checking numbers. With Summation, AI analysts do the work, people direct and decide, and every cycle gets smarter.
Give Finance leverage across the entire decision cycle
Monitor your business
Summation continuously watches the metrics and operating signals that matter, surfaces meaningful changes, and brings exceptions to your attention.
Get verified insights
Ask a question or follow a signal. Summation investigates the drivers, explains what changed and why, and lets you trace every finding back to its source.
Forecast and plan
Build forecasts, test assumptions, and compare scenarios. Deliver the result as an Excel model—or as an interactive decision app when the work calls for it.
Automate recurring work
Turn recurring reports, analyses, and plans into workflows that run on schedule, produce finished outputs, and route decisions for review, approval, and action.
Built for work that generic AI wasn't designed to run
Summation adds the compute, orchestration, and infrastructure required to use AI continuously against real business data.
Use Cases
Planning + Forecasting
Annual Budget
Annual Budget
Long-Range Planning
Annual Operating Plan
Annual Operating Plan
Analysis
Actuals vs Budget vs Forecast
Actuals vs Budget vs Forecast
Variance Analysis
Month-End Close
Made for everyone who owns a number
We deploy it with you
Summation's forward-deployed engineers and operators craft your analyst alongside your team to make sure it delivers.
Trusted with enterprise data
Zero data retention with model providers. Dedicated, isolated environments per customer. AES-256 encryption at rest, TLS 1.2+ in transit, enterprise SSO. SOC 2 Type II and ISO 27001 certified.
Frequently Asked Questions
1. How does Summation connect to our existing systems?
Summation connects directly to the systems your business already runs on, including data warehouses, ERPs, CRMs, databases, and spreadsheets. Connections are permissioned and scoped, so the analyst only has access to the data you choose to provide.
2. How is Summation different from ChatGPT or Claude?
3. How does Summation make sure its answers are right?
4. What kind of work can an AI analyst own?
5. How long does it take to get started?
Stop guessing. Start improving.
The AI analyst that turns data into dollars.
Product
Trust
Account
Talk to us
© 2026 Summation Technologies, Inc.