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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
Yes
API Access
Has API
No
Integrations
Avalara
Yes
Brex
Yes
Expensify
Yes
Gusto
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Justworks
Yes
Lunos
Yes
Monk
Yes
Ramp
Yes
Integrations
Avalara
No
Brex
No
Expensify
No
Gusto
No
HubSpot CRM
No
HubSpot Customer Platform
No
Justworks
No
Lunos
No
Monk
No
Ramp
No
Pricing Details
$199 per month
Free Trial
No
Free Version
No
Pricing Details
$30/user/month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
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
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
No
Order Management
No
Project Management
No
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Product Features
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
No
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
No
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
