From reporting results to driving them

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Finance

Start with the work your Finance team already does.

Cut out manual toil

Put recurring reporting, reconciliation, and planning on autopilot.

Cut out manual toil

Put recurring reporting, reconciliation, and planning on autopilot.

Make better decisions

Give Finance more depth and speed for forecasting, scenarios, and investment decisions.

Make better decisions

Give Finance more depth and speed for forecasting, scenarios, and investment decisions.

Close the loop

Put decisions into motion, measure the result, and use what happened to improve the next cycle.

Close the loop

Put decisions into motion, measure the result, and use what happened to improve the next cycle.

Give Finance leverage across the entire decision cycle

Know what happened without spending days assembling the answer

Prepare weekly and monthly business reviews

Explain actuals vs. budget and forecast

Investigate variances and their drivers

Reconcile the month-end close

Prepare management and board reporting

Keep the plan current as the business changes

Model scenarios and sensitivities

Plan headcount and operating expenses

Build and update revenue plans

Run rolling forecasts and reforecasts

Build the annual operating plan

Allocate resources where they deliver the best results

Evaluate business cases and ROI

Optimize working capital

Reduce cost to serve

Improve pricing and margin

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.

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.

Discuss a Finance Deployment

From reporting results to driving them

Finance

Start with the work your Finance team already does.

Cut out manual toil

Cut out manual toil

Make better decisions

Make better decisions

Close the loop

Close the loop

Give Finance leverage across the entire decision cycle

Know what happened without spending days assembling the answer

Keep the plan current as the business changes

Allocate resources where they deliver the best results

An AI Analyst that actually knows your business

Knows your systems

Every number ties out

Verified before you see it

One understanding, shared

Knows your systems

Every number ties out

Verified before you see it

One understanding, shared

Knows your systems

Every number ties out

Verified before you see it

One understanding, shared

Put an AI Analyst to work in Finance.

Stop guessing. Start improving.