Sumera is a financial intelligence layer that connects your systems, automates your reporting, and gives your CFO real answers — not another spreadsheet to reconcile.
No sales pitch. Just a conversation about your finance ops.
Mid-market finance teams are held together with spreadsheets, manual exports, and tribal knowledge. The data exists — it's just in five different places, and pulling it together takes days.
"I spend three days every month just pulling together the board package. I'm a CFO, not a spreadsheet jockey."
CFO, $60M Distribution Company
"Our data is split between NetSuite, Salesforce, and six spreadsheets. Nobody trusts the numbers until we've manually reconciled everything."
VP Finance, PE-Backed Manufacturer
"I walked in as the new CFO and the finance org was completely reactive. No dashboards, no real-time visibility, just ad-hoc Excel requests."
CFO (New in Role), $85M Services Company
Sumera integrates with your ERP, CRM, banking, and payroll. NetSuite, QuickBooks, Sage, Salesforce — no code required, set up in minutes.
Sumera builds a single source of truth across all your financial data. One clean, reconciled view — always current, no manual exports.
Ask questions in plain English. Get instant reports, variance analysis, cash flow forecasts, and board-ready packages — automatically.
Sumera monitors your financials continuously and surfaces anomalies, risks, and opportunities before they become problems.
Automate the manual reconciliation and data gathering that eats your month-end. Reduce close time from days to hours.
One reconciled view across all your systems. No more "which spreadsheet is the source of truth?" conversations.
Ask "What's our gross margin by product line this quarter?" and get a real answer in seconds — not two days later.
Generate board packages, investor updates, and budget vs. actuals automatically — formatted and ready to send.
Sumera monitors your financials in real time and alerts you to anomalies, covenant risks, and cash flow concerns before they escalate.
No rip-and-replace. Sumera layers on top of your existing ERP and stack. You're running in days, not months.
Sumera is designed for companies that have outgrown spreadsheets but don't have the resources for an enterprise BI implementation.
We're speaking with finance leaders at mid-market companies. No pitch — just a conversation about what's broken in your financial ops.
We'll reach out within 24 hours.