Automate finance workflows from quote to cash
We've spent the last decade refining how financial operations should feel: simple, predictable and well documented. Every plan includes single sign-on, audit logging and 24/7 monitoring as standard.
Tip. Use the sandbox environment to experiment safely — no production data is ever affected.
Where is customer data stored?
You can choose between EU, US and APAC regions during account setup. Data is encrypted in transit and at rest.
Can I export my data at any time?
Yes. A self-service export delivers a portable archive in standard formats. There is no lock-in.
How is pricing structured?
Plans are billed per active user, per month, with annual discounts. Volume pricing is available from 250 seats.
Which compliance certifications do you hold?
SOC 2 Type II, ISO 27001 and GDPR. Reports are available under NDA from the trust centre.
Last updated April 24, 2026 · © 2026 Summit Digital