CFOs can monitor budgets across departments and subsidiaries in real time, receiving alerts before overspending occurs to protect margins and improve cash flow control.
Lead With Clarity. Govern With Control.
Summit helps finance leaders reduce compliance risk and reporting delays by enforcing approvals and documentation before payments are made.
Trusted across industries
The Modern CFO's Challenges
Gaps in documentation, slow reporting, and unchecked spend raise compliance risk and undermine strategic decision-making.
Challenge 1:
Fragmented visibility across the organisation
Finance's Struggle:When spend data is spread across systems and spreadsheets, CFOs lose a clear, real-time view of commitments, making it harder to manage cash flow and prevent overruns.
Challenge 2:
Loss of confidence in financial data
Finance's Struggle:Delays and errors in reporting, coupled with missing documentation, erode trust in the numbers. This undermines leadership’s ability to guide strategic decisions with confidence.
Challenge 3:
Reactive rather than proactive financial control
Finance's Struggle:CFOs often become aware of risks or overspending only after they have occurred. This reactive posture limits their ability to influence outcomes in real time.
Challenge 4:
Limited ability to enforce consistent governance
Finance's Struggle:Different offices and subsidiaries use different expense and approval processes, causing inconsistent rules, overspending, compliance issues, and mistrust in the numbers.
Challenge 5:
Inability to scale governance as the business grows
User Struggle:As the company grows, keeping spending in check becomes increasingly difficult. Without automation, staying compliant and keeping visibility means hiring more finance staff, which quickly becomes costly and inefficient.
How Summit Supports CFOs
Summit isn’t just a tool for the AP team. It’s a governance engine that helps CFOs lead with visibility, control and peace of mind.
Fix documentation gaps
Every invoice and expense is backed by supporting documents and a complete audit trail, making audits simple and reducing compliance risk.
Consistent policy enforcement
Apply the same expense and approval policies across all teams, offices, and subsidiaries, so nothing slips through the cracks.
Speed up accurate reporting
Summit captures clean, real-time data from the start, so finance teams can close faster and deliver timely, accurate reports.
Spot governance risk early
Get real-time budget visibility, pre-overrun alerts, and instant flags for out-of-policy or duplicate transactions before they’re paid.
Scale control efficiently
As your company grows, Summit keeps compliance and visibility strong without needing to expand your finance team or losing control.
Real-time budget tracking and alerts
Policy checker and duplicate detection
Ensure consistent compliance by automatically flagging out-of-policy transactions and catching duplicate invoices or claims before they’re approved or paid.
Complete audit trails
Maintain a clear, accessible record of every approval, document, and timestamp, making audits faster and reducing compliance risk.
Accurate instant reporting and insights
Access reliable, up-to-date reports without manual data gathering, enabling faster closes and better-informed strategic decisions.
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