Skip to main content

Ask your books, in plain words.

Sumly AI answers questions from your company's books. It can also draft an invoice, a bill or a journal. It writes nothing until you click Approve.

Try 30 days freeBook a meeting
  • Included in every plan
  • No credits to buy
  • Only you see your conversations

  • Ask about your books

    Ask who owes you money, how this quarter compares with the last, or what VAT is due and when. It looks the answer up in your ledger.

  • Drafts you approve

    Before it creates anything, Sumly AI shows you a card with the details. Click Approve and it saves the draft for you to check.

  • Never posts or pays

    It doesn't post to the ledger, send invoices, record payments or file VAT returns. A person does that.

Answers from your own books.

Sumly AI looks the figures up in your books before it answers. While it works, a line shows each step, such as "Read VAT returns".

  • Profit and loss against last period or last year
  • Who owes you and who you owe, by days overdue
  • Invoices, bills, bank transactions and payroll runs
  • VAT periods, with the amount to pay and the due date

It writes nothing until you approve.

Each change shows up first as a card with the details, down to the lines and the total. Click Approve and Sumly AI creates it, then gives you a link to it.

  • Sales invoices, purchase bills and manual journals, saved as drafts
  • A bill dropped into the chat can become a draft with the file attached
  • Contacts added, updated or archived
  • Employees, contracts and salary changes, with the Payroll add-on

Answers for everyone, changes by role.

Everyone you invite can ask Sumly AI about the books. What they can change depends on the role you gave them.

  • Viewers get answers, with no uploads or approvals
  • Members and Accountants can attach files and approve
  • Sumly checks the role again before each change runs
  • A conversation is visible only to the person who started it

How it works.

From a question to an answer, or to a draft in your books.

  1. Open Sumly AI

    Click "Ask Sumly AI" in the top bar of any company page, or type into the chat bar on your dashboard.

  2. Ask, or attach a file

    Write your question the way you'd say it. To turn a supplier's bill into a draft, drop the file into the chat.

  3. Sumly does this

    It reads your books

    Sumly AI looks up what it needs and writes the answer. If you asked for a draft, it fills in a card instead.

  4. Approve or deny

    The card lists what Sumly AI will create. Click Approve to create it, or Deny to drop it.

  5. Open the draft

    The "Open draft" link takes you to the new document. You check it and post it yourself.

And the smaller things.

  • Files in the chat

    Attach up to five files to a message, each up to 5 MB, as PDF, JPG, PNG, CSV or TXT.

  • Figures and charts

    Balances come back as figures and monthly movements as a chart. The rest arrives as text and tables.

  • The entry behind it

    Ask how a posted document was booked and it shows the debits and credits.

  • Saved conversations

    Sumly AI keeps each conversation and names it for you. You can rename or delete it from the list.

  • Your company's details

    It knows your company name, registration and VAT numbers, chart of accounts and today's date in Cyprus.

  • Stop or try again

    Stop an answer halfway and keep what it wrote so far. Click Try again for a fresh answer.

Works together.

Everything in Sumly writes to the same books, so each part knows what the others did.

All features

Sumly AI, answered.

Questions about your company's books. That covers balances, profit and loss, the balance sheet, cash flow, who owes you, invoices and bills, bank transactions, payroll and your VAT periods. It declines questions on other subjects.

No. Sumly AI answers from your company's books. It has no web search and no tax rule book to draw on. For the rules themselves, read our articles on Cyprus tax and VAT.

Only after you approve. Every change shows up first as a card, and Sumly AI writes nothing until you click Approve. It never posts to the ledger, sends an invoice, records a payment or files a VAT return. It can't edit a posted document either. A person corrects one, for example with a credit note.

Sumly AI creates what the card describes and gives you a link to it, such as "Open draft". Invoices, bills and journals stay drafts until a person posts them. Sumly saves a new or changed contact, employee, contract or salary straight away, but none of these posts to the ledger. If several cards are open, it waits until you've answered each one.

Everyone you invite to the company can ask questions. Viewers can't attach files or approve drafts. Members and Accountants can, and Sumly checks their role again before any change runs. Each conversation is visible only to the person who started it.

Yes. The panel says so under the message box: "Sumly AI can make mistakes. Check important information." It shows each step it takes, so you can see what it looked up. Anything it writes still waits for your approval.

No. Sumly AI is in the web app, built for a computer screen. The Sumly app for iPhone and Android scans receipts and sends them to your inbox. Back on the web, Sumly AI can tell you what's waiting there.

Yes. It's in every plan, and plans start at €39 a month, excluding VAT. You can use it during the 30-day free trial. There are no credits to buy.

Learn more

Try it on your own books.

30 days free on the software. Or book a call and we'll show you around first.

Try 30 days freeBook a meeting

What can we help with?

30 minutes, by video, free.