Summeri AI is the ultimate tool for automated board and management reporting, real-time company valuation, and seamless data discovery.

Create Intelligent Reports from Your Data in Minutes to Drive Informed Decisions at the Management and Board Level.

Get Started

Get Started

Get Started

Get Started

Get Started

Get Started

Get Started

Get Started

Features

Features

Features

Features

Features

Features

Features

Features

Did you know?

Did you know?

"A CEO spends an average 21% of their time on direct reports to owners, boards and investors."

Harvard Business Review: How CEOs Manage Time

Harvard Business Review: How CEOs Manage Time

Powerful Features to Empower Key Decisions, Follow Your Valuation 24/7
and Save Time on Management and Board Reporting!

Experience the Future of Reporting with AI-Driven Automation. Save time, gain insights, and make smarter decisions effortlessly.

Automated Company Reporting for Boards and Management, Powered by Summeri's Co-Pilot

Deliver exactly what your Board, Management, or Owners need with help from our Co-Pilot. Automatically generate customized reports by seamlessly integrating financial, operational, and strategic data from your core business systems.

Monitor your company health 24/7 and get AI-Driven Recommendations

Our AI provides real-time insights on your business or investments health and the valuation of the company based on live data and industry standards available.

Comprehensive Data Integration

Seamlessly integrate Summeri.ai with financial, HR, CRM, ERP, and risk management systems, giving you a 360-degree view of your business for informed decision-making.

Versioning & Audit Log

Maintain a detailed audit log and version control of your data and reports, securely stored in your historical dataroom for easy access by you or your stakeholders to track and evaluate your company’s development.

Compliance Automation and Quality Insurance

Ensure compliance with 2-4 controls with your auditor og lawyer og internal controller before sending or downloading reports.

Trusted by Companies, Board Members and Investors Around the World

Create smarter reports with AI in just a few clicks. It’s incredibly easy!

Draft Reports in Minutes with the right integrations and AI

Say goodbye to manual report creation. With Summeri.ai, you can generate detailed, data-driven reports in minutes. Our AI automatically tailors reports to your needs using customizable templates, saving you time and reducing errors.

AI-generated contract drafts

Customizable contract templates

Clause suggestions based on legal best practices

Easy integration with existing document workflows

Minimize Business Risks with Real-Time AI Analysis

Avoid costly reporting errors with Summeri.ai’s real-time risk analysis. Our AI reviews reports for potential issues, ensuring accuracy and alignment with industry standards.

Automated risk detection

Instant recommendations for risk mitigation

Compliance with global regulations

Legal clause enhancement

Quality Insurance on you Reporting before sending out

Collaborate effortlessly with your team and external stakeholders. Summeri.ai’s collaboration tools enable multiple users to review, comment, and edit reports in real-time, with advanced version control to keep everything organized.

Real-time collaboration

Role-based access control

Detailed version history with audit trail

Commenting and change tracking features

Stay on Top of Deadlines
with Automated Reminders

Never miss a deadline or key milestone again. Summeri.ai keeps you on track with automated notifications for report submissions, updates, and other important events.

Automatic contract renewal reminders

Customizable notification settings

Full lifecycle management

Integrated calendar for key milestones

AI-Enhanced Management and Board Reporting
Creation in 3 Steps

Create smarter reporting on everything your board need to know with AI in just a few clicks. It's super easy!

Upload or Create from Template

Start by uploading your design guide or choosing from our customizable reporting templates.

Upload or Create from Template

Start by uploading your design guide or choosing from our customizable reporting templates.

Upload or Create from Template

Start by uploading your design guide or choosing from our customizable reporting templates.

Upload or Create from Template

Start by uploading your design guide or choosing from our customizable reporting templates.

Let AI Analyze

Use our built-in AI tools to quickly gain actionable insights, dashboards and more.

Let AI Analyze

Use our built-in AI tools to quickly gain actionable insights, dashboards and more.

Let AI Analyze

Use our built-in AI tools to quickly gain actionable insights, dashboards and more.

Let AI Analyze

Use our built-in AI tools to quickly gain actionable insights, dashboards and more.

Create report to your decision makers

Use AI to swiftly create tailored reports with accurate data on everything from Financial Data to Valuation Overview.

Create report to your decision makers

Use AI to swiftly create tailored reports with accurate data on everything from Financial Data to Valuation Overview.

Create report to your decision makers

Use AI to swiftly create tailored reports with accurate data on everything from Financial Data to Valuation Overview.

Create report to your decision makers

Use AI to swiftly create tailored reports with accurate data on everything from Financial Data to Valuation Overview.

Create the dashboards you need

Create the dashboards you need

Dashboards should reflect your business needs. With Summari, you can tailor dashboards to your needs by simply asking the Summari AI.

Dashboards should reflect your business needs. With Summari, you can tailor dashboards to your needs by simply asking the Summari AI.

Seamlessly Connect Summeri AI with Your Favorite Tools

No code needed

Simply select the systems you want to integrate with, press sync and we will do the rest.

Make data your ally

Make data your ally

We integrate with all your favorite

finance
finance

,

CRM
CRM

,

and so many other
and so many other

,

systems

We integrate with all your favorite

finance
finance

,

CRM
CRM

,

and so many other
and so many other

,

systems

We integrate with all your favorite

finance
finance

,

CRM
CRM

,

and so many other
and so many other

,

systems

We integrate with all your favorite

finance
finance

,

CRM
CRM

,

and so many other
and so many other

,

systems

Frequently Asked Questions

Discover how Agreefy streamlines contract management FAQs.

How does Summeri AI analyze our data?
How does Summeri AI analyze our data?
How does Summeri AI analyze our data?
How does Summeri AI analyze our data?
Can I use my own reporting templates?
Can I use my own reporting templates?
Can I use my own reporting templates?
Can I use my own reporting templates?
Is Summeri AI secure?
Is Summeri AI secure?
Is Summeri AI secure?
Is Summeri AI secure?
What kind of risks does Summeri AI identify?
What kind of risks does Summeri AI identify?
What kind of risks does Summeri AI identify?
What kind of risks does Summeri AI identify?
Can I collaborate with others on reports drafts?
Can I collaborate with others on reports drafts?
Can I collaborate with others on reports drafts?
Can I collaborate with others on reports drafts?
What happens after the free trial ends?
What happens after the free trial ends?
What happens after the free trial ends?
What happens after the free trial ends?
Do you offer integrations with other tools?
Do you offer integrations with other tools?
Do you offer integrations with other tools?
Do you offer integrations with other tools?