Product

From Static Reports to AI-Driven Analysis: Introducing Sumledger Analyst

Sumledger

Group reporting is changing. For years, finance teams have been stuck between rigid reporting systems and manual Excel work. Standard reports rarely fit perfectly, and any change in structure often means more work, more maintenance, and more time spent outside the actual analysis. With Sumledger Analyst, we’re changing that.

Sumledger Analyst is an AI-powered analysis layer built on top of your financial data.

Instead of navigating predefined reports, you simply ask questions and get answers instantly, with full transparency all the way down to transaction level.

It’s designed for CFOs, controllers, and finance teams that need flexibility without compromising control.

Reporting becomes conversational

With Sumledger Analyst, reporting becomes conversational.

You can ask:

What are the main revenue drivers in February?
Show revenue by company for Q1
Break down costs by account and compare to last month

The system will:

understand your request
retrieve the correct financial data
generate a structured report
present it in an interactive table

No manual setup required.

Flexible analysis without fixed report templates

Traditional financial reporting tools rely heavily on predefined structures. This often results in limited flexibility and time-consuming maintenance.

Sumledger Analyst removes that limitation.

You can:

generate reports dynamically based on your needs
customize breakdowns across accounts, entities, and periods
adjust reporting instantly without rebuilding anything

No templates. No bottlenecks. Just answers.

Traceability down to transaction level

Trust in financial data is critical.

With Sumledger Analyst, every number is traceable:

from summary
to account
to company
down to individual transactions

This ensures:

full auditability
complete transparency
confidence in every report

Dashboards that change with the question

Dashboards are no longer static.

With Sumledger Analyst, you can:

generate dashboards based on your questions
combine KPIs, tables, and insights
continuously evolve your reporting setup

Instead of building dashboards once and maintaining them, you build them as you analyze.

Built for multi-entity finance teams

Sumledger Analyst is purpose-built for modern finance teams working with:

multiple companies
multiple ERP systems
multiple currencies

All data is pulled directly from your source systems.

This means:

no manual data consolidation
no disconnected spreadsheets
no AI-generated numbers without source

Only accurate, up-to-date financial data.

What this changes for finance teams

Sumledger Analyst represents a shift in how finance teams work with data.

From:

static reports
Excel-based processes
rigid reporting structures

To:

dynamic analysis
real-time insights
flexible, user-driven reporting

Sumledger Analyst is currently under development, and we are working closely with selected customers to bring it into production.

If you want to explore how AI-driven financial reporting can work in practice, we would love to show you.

Relevant to explore

Financial control

Start at group level and drill down to company, account, transaction and voucher where data is available.

Multi-ERP control

Give finance one shared control layer even when subsidiaries use different ERP and accounting systems.

Group reporting

Unify reporting and consolidation for growing groups across companies and systems.

Want to see how this works for your group?

See how Sumledger gives finance one control layer across companies, ERP systems, reporting and consolidation.

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Why Multi-ERP Groups Struggle With Reporting (And How to Fix It)

Multi-ERP groups often struggle with reporting because data structures, exports and currencies differ across systems. Excel becomes slow and error-prone, while automation delivers a unified data model, real-time reporting and consistent consolidation. Sumledger solves the complexity by connecting all ERPs, standardising the chart of accounts and still giving full Excel flexibility through Sumledger EXL.

ProductSumledger

How to Build a Scalable Reporting Stack for Growing Groups

Growing groups need a reporting stack that keeps up with new companies, new ERPs and rising complexity. A scalable setup connects all accounting systems automatically, standardizes the group chart of accounts, delivers real-time consolidation and provides full drill-down across the structure. With Sumledger, finance teams get automated reporting that grows with the organization while keeping the flexibility of Excel through Sumledger EXL.

Illustration showing automated financial consolidation with Sumledger, featuring a user at a laptop, connected data sources and a dashboard in Sumledger’s green color palette.