Automation & Capabilities
These are real systems our team has built and operates in production — invoice capture, reconciliations, reporting, and journal entries that run on a schedule and free your people from the repetitive work.
What we’ve automated
Accounts Payable
Our AP system scans vendor invoices straight from email inboxes and scanned paper, then extracts every field with a three-stage pipeline: text-based PDF parsing first, OCR for scanned and handwritten documents, and an email-body fallback. Clean invoices flow to posting; anything low-confidence is flagged for a human instead of guessed.
Accounts Receivable
Receivables and customer sales are reconciled automatically every day. The system pulls sales data, matches it against the books, and emails a clean pivot summary to the right people each morning — so discrepancies surface in hours, not at month-end.
Month-End Close
At close, our journal-entry engine uses AI to suggest the right GL account for each transaction and compares it against your historical patterns — then deterministic code does the arithmetic and builds the entry. The model classifies; the computer calculates; you review and approve before anything posts. Reconciliations, accruals, and write-ups follow the same discipline — so the numbers are always auditable.
Reporting & Controls
A weekly finance update compiles cash position and key numbers automatically. A separate control pulls bank statements, audits daily deposits against the books, and emails an alert the moment something doesn’t tie out — turning month-end surprises into same-week catches.
Beyond the books
Our team writes production code — integrations, data tools, and full applications — which is exactly why our automation goes deeper than a bookkeeping app ever could.
We build secure connectors — “custom MCPs” — that give our AI a controlled, approved doorway into your ERP, bank, or CRM. Automation works inside your stack instead of around it; you approve writes, and every action is logged.
Cleaned up and restructured a client’s HubSpot CRM — de-duplicating, normalizing, and making years of messy records usable again.
We’ve built a full SaaS product in-house — a time-tracking, capacity-planning, and billing platform for project-based firms, with AI built in.
Security & control
A lot of teams are rightly cautious about putting AI near their financial data. So we don’t lead with how much AI can do — we start with how much you want it to do. We build up to the level you’re comfortable with, using security controls you understand and approve at every step.
Built by a CISSP
Sumz is led by a CPA who also holds the CISSP — the leading information-security certification. Every automation is designed with scoped access, approval gates, and full logging from day one. Your data stays in your control: the AI only sees what you grant it, only writes after you approve, and every action is recorded.
When you’re ready to go further, we can connect AI directly into your systems with a secure “custom MCP” — a controlled doorway into your ERP, bank, or CRM. We can. We don’t have to. It’s your call.
Let’s talk
Book a free consultation and we’ll find the repetitive work in your back office that’s ready to be automated — and show you what it would take.
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