Partners
Turn client data into better control and more advisory value
Sumledger gives accounting firms, advisors and fractional CFO teams a shared control layer for clients with multiple companies, different accounting systems and Excel-heavy reporting.
Group report
LivePartner opportunity
Partners often see the control need before the client does
When you work close to multiple clients, you see the patterns early: manual reporting, scattered accounting systems and control questions that should be handled before reporting deadlines.
Sumledger helps partners turn accounting data into concrete follow-up, better reporting and more structured financial advisory work.
Who it is for
For partners helping clients improve financial control
Accounting firms
For firms that want to use client data more actively, identify follow-up needs earlier and deliver more advisory value.
Fractional CFOs and advisors
For advisors who need a practical way to create overview across companies, systems and reporting needs.
Finance operations consultants
For teams helping clients with group reporting, mapping, data quality, reporting packs or Excel replacement.
Use cases
Where Sumledger can help the partner
Find clients that need follow-up
Use balance, P&L and key figures across companies to see where control, reconciliation or advisory work should start.
Deliver group reporting with less Excel work
Collect numbers across accounting systems, support mapping and eliminations, and make reporting more traceable.
Go from report to explanation
Start at group level and drill down to company, account, dimension, transaction and voucher where data is available.
Workflow
A practical partner workflow
Choose one client or group
Start with a concrete client where reporting is manual, fragmented or hard to explain.
Connect accounting systems
Bring data from the systems the client already uses into one control layer.
Analyze, explain and follow up
Use reports and drilldown as the basis for client meetings and advisory work.
Want to test Sumledger on a concrete client?
The best way to assess the value is often to start with one client or one group where reporting is manual or fragmented today.