When the context is scattered
Bank activity in one place. Invoices in another. The next conversation starts with gathering context.
More time collecting. Less time discussing.
AI-native Financial ERP for CPA firms and their clients
Know what needs attention.Guide what happens next.
Connected banking, invoices, bills, accounting, and reporting. Give your firm the visibility to review client finances and support better-informed conversations.
Co-branded for your firm Powered by Sumung Built for U.S. businesses
THE ADVISORY OPPORTUNITY
Stay connected between client conversations.
Give clients independence in daily financial work, with shared visibility for the professionals who support them.
With Sumung
Review cash, receivables, payables, and reports in one connected workspace, then bring that context to your client.
Shared context. Better-informed conversations.
ONE PLATFORM. THREE CLEAR ROLES.
Your expertise. Your client relationship.
Sumung provides the financial platform. Your firm provides the professional judgment.
01
Your firm
Review client financial activity. Move across participating businesses. Provide the advice you agree with each client.
02
Your client
Manage daily finances, connect supported accounts, create invoices, and track bills, with your firm connected.
03
Sumung
Maintain the platform, manage subscriptions, and provide technical support for your firm and its clients.
YOUR FIRM’S BRANDYour Firm Name
+PLATFORM TECHNOLOGY
Co-branded. Clear accountability. Your client relationship stays yours.
THE FINANCIAL ERP FOUNDATION
One connected financial picture.
The financial operations behind every better-informed client conversation.
Banking & reconciliation
Connect supported U.S. accounts through Plaid. Import and reconcile transaction activity.
Receivables & payables
Create invoices, follow customer balances, record bills, and organize expenses.
Accounting & reporting
Journal entries, chart of accounts, P&L, Balance Sheet, Cash Flow, and ledger reports.
Firm & client access
Review participating client businesses in a connected professional workflow.
Permissions & visibility
Manage user roles and review account activity with report export and audit-trail visibility.
Your firm’s experience
Firm branding, custom domain, and a visible Powered by Sumung relationship.
Financial ERP here means connected financial operations, accounting, reporting, and collaboration.
SUMUNG INTELLIGENCE ASSISTANT
A question is a useful place to start.
Sia · Public Beta
Bring financial context into the client conversation with Sia.
Ask about the books
- What is my current cash position?
- Which invoices are overdue?
- What bills are due in the next 14 days?
Illustrative questions for Sia.
What is my current cash position?
$47,820
cash across 2 accounts
Sample figures · Sia is Public Beta.
SECURITY & CONTROL
Clear controls for client financial data.
Understand how connections, permissions, and business information are handled.
Plaid bank connectivity
Supported bank connections are handled through Plaid rather than sharing banking credentials with Sumung.
Business data separation
Each client business’s information is kept in a separated environment.
Controlled user access
Business owners manage who can access their account and the permissions invited users receive.
Responsible AI data use
Client financial data is not used to train external AI models without explicit authorization.
Give clients better financial visibility under your firm’s brand.
Offer Sumung Core and Sumung Pro through a co-branded experience while remaining connected to every participating client account.
Sumung Core
Early BirdThe connected financial foundation for running your business with clarity.
$20/ client business / month
Offer Sumung to your clients Core includes
- Connected U.S. bank and credit-card accounts through Plaid
- Automatic bank-feed transaction imports
- Payment processing through Stripe
- Automated sales-tax calculations through TaxJar
- Income, expenses, invoices, bills, and journal entries
- Customer, vendor, product, and service management
- Chart of Accounts and bank reconciliation
- Profit & Loss, Balance Sheet, and Cash Flow reports
- Trial Balance, General Ledger, and account reporting
- Up to 3 business users
- CPA/bookkeeper access + up to 2 firm team members
- Report export and audit-trail visibility
Sumung Pro
BetaProactive financial guidance for owners who need better decisions, not more reports.
$50/ client business / month
Early-access Beta with proactive guidance
Offer Sumung to your clientsEverything in Core, plus
- Ask financial questions in plain English
- Proactive financial summaries and priority alerts
- Cash-flow forecasting and runway monitoring
- Revenue and expense trend projections
- Scenario planning for hiring, spending, and payments
- Risk, anomaly, and opportunity detection
- Suggested categorization and reconciliation matches
- Action-oriented financial recommendations
- Up to 5 business users
- AI access subject to a fair-use policy
Each subscription covers one client business entity. Additional client businesses require separate subscriptions, even when managed through the same firm login. Planned integrations and AI capabilities will be clearly identified until production-ready.
CONNECTED ECOSYSTEM
Connected where the money already moves.
Bring banking, online payments, and sales-tax context into financial work.
Plaid
Connect a bank and import transactions into the books, where they can be reconciled.
Stripe
Connect a Stripe account so the business can take payment online. Those payments go to that Stripe account.
TaxJar
Sales-tax categories can sync from TaxJar. When it is not configured, manual tax rates remain available.
Sign in your way
- Microsoft Entra ID
- Google sign-in
- Email & password
PARTNER FAQ
The questions your firm should ask.
If the answer you need is not here, we’ll address it directly during the partner demo.
Talk to the partner teamIs Sumung a white-label platform?+
No. Sumung is co-branded. Your firm remains the primary professional relationship while the client interface identifies Sumung as the technology provider. This keeps billing, technical support, and platform accountability transparent.
Who pays for the subscription?+
The client business subscribes directly. Your firm does not pay a platform license for participating clients.
How does our firm earn revenue?+
Your firm receives a share of subscription revenue from the active client businesses it introduces. Revenue-share percentages increase by partner tier and will be confirmed in the partner agreement.
Who provides client support?+
Sumung handles product billing and technical platform support. Your firm continues to provide the accounting, bookkeeping, tax, or advisory services it separately agrees with the client.
Does our firm retain access to each client?+
Yes. One of the three included user seats is reserved for the partner firm by default, allowing authorized team members to remain connected to the client’s financial workspace.
Does the partner version include Sumung Pro?+
Yes. Clients can subscribe to Sumung Pro, currently in Beta, which adds proactive summaries, cash-flow forecasting, scenario planning, and AI-assisted recommendations on top of Sumung Core. Beta capabilities are clearly labeled until production-ready.
Can clients leave or change accounting firms?+
The business owns its account and data relationship. If the professional relationship changes, access can be updated without forcing the business to rebuild its financial records elsewhere.
PARTNER APPLICATION
Apply to become a
Sumung partner firm
Submit your application below. Our team reviews every partner request before provisioning your co-branded subdomain.
Partner launch targeted for August 2026
Currently available for U.S. firms and businesses
Currently available for U.S. firms and businesses