Features

Financial Insight Made Easy

AI Automation

SumoSum AI makes it easy for anyone to create a financial projection of forecast. Just talk to SumoSum and itʻll make you into a numbers heavyweight.

User-Friendly Interface

SumoSumʻs real-time visual charts make numbers insight available to everyone. No need for MBA, CPA or spreadsheet skills ~ even while creating scenarios to test new ideas.

Team Collaboration

Unlimited multiple users can work on projects together in a collaborative environment.

See How It Works

Real-Time Charts

Graphics to Drive Pitches, Funding & Buy-In

Cash Balance

A running balance of cash on hand.

Income Breakdown

Relative levels of income sources.

Income vs Expenses

Monthly income compared to expenses.

Cash Flow

Monetary resources on hand.

Use of Funds

Relative breakdown of expenditures.

Burn Rate

Monthly expenses.

Financial Reports

Traditional Financial Reports

Income Statement

Compares monthly income to expenses to determine net profit.

Cash Flow Report

Shows each month’s net difference in cash reserves.

Balance Sheet

Compares assets against liabilities to determine net worth.

And More!

A Free Project

Join free. No strings attached. Upgrade to download reports.

Multiple Projects

Upgrade to create as many projects as you like.

Unlimited Scenarios

Includes unlimited scenarios to test new ideas and scenario cloning.

Unlimited Team Members

Add as many team members & advisors as you like.

Groups

Projects can be part of a group such as school class.

Consultants Directory

Members can offer advice and mentoring services to others.

Templates Library

Share scenario templates for others to use.

Trending Shortcuts

Speed up forecasting with trending shortcut formulas.

Footnotes

Defend assumptions with footnotes that are included in Financial Reports.

Comment Channels

Communicate with your team through built-in comment channels.

Instant Messaging

Communicate with built-in real-time instant messaging.

Forecast Lengths

Choose from 6-month to 5-year financial forecasts.