Catch Spend Anomalies Before They Hit Your Bottomline

Summit's AI-Powered Spend Management helps professional services firms detect duplicate entries, spending anomalies, and out-of-policy claims before they turn into costly mistakes.

Trusted across industries

Challenges for Finance Team in Professional Services

In professional services, profitability often slips through the cracks. With overlapping client projects, varying fee structures, and a mix of billable and non-billable tasks, finance teams struggle to track true margins in real time.

Challenge 1:

Lack of visibility into client and project spend

Finance's Struggle:

Without real-time spend visibility, finance teams can’t track profitability or manage budgets effectively across clients and engagements.

Challenge 2:

Manual expense and invoice workflows slow down operations

Finance's Struggle:

Relying on spreadsheets and emails for expense claims and invoice approvals wastes time and increases the risk of human error.

Challenge 3:

Untracked expenses lead to margin leakage

Finance's Struggle:

Incidental costs like travel and client-related spend often go unnoticed, quietly eroding project margins and affecting overall profitability.

Challenge 4:

Complex cost allocation across clients and projects

Finance's Struggle:

Finance teams struggle to reconcile joint expenses across departments, projects, and locations without centralised expense management tools.

Built for Finance Teams in Professional Services

Built for modern finance teams in Professional Services, Summit goes beyond expense tracking to deliver true spend governance. Unlike generic tools, Summit is tailored for the complexity of service-based businesses.

AI-Powered Smart Document Capture

Scan, upload, or fetch invoices automatically, eliminating manual entry and errors.

Real-Time Spend Tracking by Client and Project

Stay on top of costs, protect margins, and improve billing accuracy across all projects.

Automated Expense and Invoice Workflows

Reduce admin, speed up approvals, and close your books faster—without adding headcount.

Budget vs Actual Monitoring with Live Alerts

Catch overruns early, improve forecasting, and avoid budget surprises.

Intelligent cost allocation for indirect spend

Ensure accurate client P&Ls and billable recovery by capturing every cost that matters.

Smart tools that save time and cost

90%

Time-saving in the bill pay process

32%

Savings from petty cash spend

70%

Time-saving in month-end closing

Full financial visibility, in real time

Get end-to-end visibility into how every dollar is spent across clients, projects, and cost centres. Live dashboards and detailed reporting help finance leaders spot trends, detect anomalies, and guide business decisions with confidence.

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Protect your bottom line from hidden costs

Track often-overlooked indirect expenses like employee travel, meals, or site visit transport. These costs are automatically tagged and allocated to the correct project or client to prevent guesswork, misallocations, and revenue leakage.

Scale finance operations without increasing overhead

Summit automates routine tasks such as reimbursements, policy checks, and invoice routing. Built-in controls and workflows reduce error rates, approval delays, and compliance risks—freeing your team to focus on high-impact analysis.

Catch Spend Anomalies Before They Hit Your Bottomline

Trusted across industries