Automate Expense Management and Elevate Your Accounting Practice

Accounting firms face unique challenges in managing expenses and identifying growth opportunities, primarily due to clients' growing demands for efficiency and transparency. Discover how AP automation can add more value to your accounting practice.

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Trusted across industries

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  • Simple, Smart Expense Management

    Manual expense management is tedious and prone to errors. Without an integrated system, firms face repetitive data entry and compliance risks. Summit streamlines expense management, enabling quick submission and processing of reimbursements.

Transform Your Practice From Accounting & Bookkeeping to Business Advisory

Manual processes introduce risks such as data entry errors, compliance issues, and reduced financial transparency. Complicated approval workflows can delay expense processing, harming client relationships and professional credibility. Without integrated expense management systems, firms fall into repetitive data entry cycles, limiting their ability to provide high-value advisory services.

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    Stay Competitive

    Summit automates expense tracking, enhancing accuracy and transparency, allowing focus on advisory services instead of routine data entry.

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    Beyond Just Bookkeeping

    Focusing solely on bookkeeping limits you; Summit enhances your efficiency, enabling you to offer strategic insights and attract more clients.

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    Scalable and Future-Ready

    Summit streamlines operations for quicker reimbursements and improved compliance, reducing administrative burdens.

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AI-Powered Automation

As an Accounting and Bookkeeping firm, your success relies on providing timely and accurate financial services. Yet, manual processes and scattered data can hinder your ability to support client growth effectively.

>50%
of Accountants favour AI-Powered automation*

Process tons of data in a few clicks*(Benchmark International, 2024)

70%
of Accountants are looking to expand their service offerings*

Beyond traditional bookkeeping*(OnPay, 2024)

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Centralised Client Expense Management

Managing expenses for multiple clients can be challenging due to fragmented data. Summit simplifies this with a multi-dashboard solution that integrates with accounting software like Xero, QuickBooks, and NetSuite, centralising expense data while keeping client information separate and accessible.

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Real-Time Visibility into Client Financials

Clients rely on your firm for insights that drive decisions and optimisations, and delays in data processing can hinder your ability to deliver timely advice. Summit provides real-time expense tracking and powerful analytics to keep you ahead.

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Simplified Employee Expense Tracking

Managing employee expenses can be challenging, especially across multiple clients. Summit streamlines this workflow, automating claim submissions and enhancing your practice’s reputation as a modern, efficient business.

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Effortless Accounts Payable Management

Manual invoice processing limits your firm's growth potential. With limited resources, you can only handle a finite number of clients. Summit's automated AP solution enables you to scale efficiently, freeing your team to provide higher-value services and expand your client base.

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Be Audit-Ready

Clients depend on you to keep them compliant and audit-ready. Summit helps you maintain meticulous records and automate compliance checks, giving you peace of mind during audits.

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Scalable Solutions for Growing Firms

Whether you're managing a handful of clients or hundreds, Summit grows with your firm, offering the tools you need to scale effortlessly.

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Features

How Summit Can Help

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Centralised Client Expense Management

  • Automatically syncs with your client’s accounting systems for real-time updates.
  • Processes receipts and invoices with AI-powered efficiency and accuracy.
  • Provides a multi-client dashboard to manage all accounts in one place.

Real-Time Visibility into Client Financials

  • Offers instant visibility into expenses, payments, spending trends and patterns.
  • Automates monthly, quarterly, and annual expense reports.
  • Alerts you to policy violations or unusual spending patterns.

Effortless Accounts Payable Management

  • Summit's intelligent data capture ensures all essential data, line items, and taxes are captured automatically and matched with general ledger codes.
  • Create scalable approval workflows: Build custom, multi-level approval processes tailored to each client's specific requirements, and scale them as your client base grows.
  • Schedules payments to vendors with payment run and tracks status in real-time.

Scalable Solutions for Growing Firms

  • Supports multiple clients with customisable workflows.
  • Offers role-based access controls for team collaboration.
  • Delivers advanced analytics to identify growth opportunities.
Benefits

Unlock the Power of AI for Your Accounting Services

Our platform offers a comprehensive suite of tools designed to streamline your financial processes. Experience enhanced control over expenses and make informed decisions with ease.

Centralised Expense Management

Dedicate less time to tracking data and transaction specifics, and invest more time in advising your clients.

Real-Time Visibility into Client Financials

Empower clients with proactive, data-driven financial insights.

Effortless AP Management

Save time, improve accuracy, and transform your workflow from a resource-intensive process to a strategic business advantage.

Simplified Expense Tracking

Clients' employees will experience increased satisfaction, positively impacting your practice’s customer retention.

Compliance and Audit

Simplify audit prep, reduce compliance risks, and build client trust.

Scalable Solutions

Expand your services confidently while maintaining consistency and quality.

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Take Your Firm to the Next Level with Summit

Summit simplifies critical tasks, providing accounting and bookkeeping firms with a clearer approach to expense management while ensuring accuracy and compliance. By automating the more tedious aspects of expense management, Summit allows you to concentrate on delivering the highest quality service and advice to your clients.

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Talk to a Summit Representative for a free demo.