Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Integrate Stripe and CRM data to automate customer revenue recognition, invoicing, and accounts receivable aging. With ease, you can delve into and navigate through annual recurring revenue, net revenue retention, logo retention cohorts, SaaS profit and loss statements, as well as your GAAP financial reports. Collaborate with experts who grasp your challenges and can assist you in resolving them effectively. Let Rillet AI optimize your closing process and streamline tedious workflows by summarizing them in just a few sentences. Conduct data analyses in mere seconds, eliminating the need for multiple data exports, complex pivot tables, and extensive lookups. A real-time synchronization from your CRM generates a revenue waterfall and deferred revenue schedules automatically. You can also effortlessly adjust existing contracts and establish tailored revenue patterns. Moreover, connect seamlessly with over 11,000 banks and credit unions, while our advanced machine-learning algorithms achieve a remarkable 90% transaction matching accuracy. This innovative approach not only saves time but also enhances your overall financial management efficiency.
Description
SumX is an advanced AI-powered ERP suite built specifically for back-office teams in government contracting, architecture, engineering, and construction sectors. It uses AI automation to streamline project-based accounting, resource management, and compliance while minimizing errors and inefficiencies. The platform features robust tools such as customizable approval workflows, OCR scan-and-attach, email integration, and real-time tracking of timesheets, expenses, and budgets. Designed for quick deployment, SumX offers affordable pricing starting at $30 per user without long-term commitments and requires minimal training. Its modular and scalable API-based design allows seamless integration with third-party applications and existing workflows. SumX also ensures regulatory compliance with automated updates and built-in labor law adherence. Used by over 800 highly productive teams, it delivers enterprise-grade functionality tailored for project-driven industries. SumX replaces traditional ERP systems with an intuitive, cost-effective, and customizable solution.
API Access
Has API
API Access
Has API
Integrations
Avalara
Brex
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Justworks
Ramp
Rippling
Salesforce
Integrations
Avalara
Brex
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Justworks
Ramp
Rippling
Salesforce
Pricing Details
$199 per month
Free Trial
Free Version
Pricing Details
$30/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Rillet
Website
rillet.com
Vendor Details
Company Name
SumX
Founded
2025
Country
United States
Website
www.sumx.ai
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management