Like having a brilliant friend
who’s great with money.
An AI for everything you do, with the world's leading financial intelligence built in.
Answers that do the work.
Ask in plain words. SumSwift thinks it through, shows you why, and does it when you say yes. When money is involved, it reads your real numbers.
An example business. Your answers come from your own numbers.
What you can do with SumSwift
Explore Chat ›Chat
Think through the hard calls on pricing, hiring, financing and tax, with an AI that works from your real numbers.
Deep research
Value companies, size markets and pressure-test a strategy, with every figure sourced and checked.
Build
Financial models, forecasts and dashboards, built from one sentence and running on your own numbers.
Finance
Your books, taxes, payroll and a 13-week forecast kept for you, with a CFO you can ask anything.
From first question to finished work
Reports, models, decks and emails, ready to send. Download any of them as Word, Excel or PowerPoint.
Acquiring Northside Landscaping
Yes, at up to 3.5 times earnings. The price pays back in about four years, and your cash flow covers the loan with room to spare.
- Sales up 22% a year since 2023 1
- Top contracts renew through 2028 2
- Regional deals closed at 3 to 4x 3
| Price | Paid | Loan a month | Payback |
|---|---|---|---|
| 3x | $1.08M | $12,800 | 3.5 yrs |
| 3.5x | $1.26M | $14,900 | 4.1 yrs |
| 4x | $1.44M | $17,000 | 4.7 yrs |
Works with what you already use
Over 10,000 banks and credit unions connect through Plaid, read-only. Plus your email, QuickBooks and everywhere you sell.
Private by design.
Built for the most sensitive thing you have: your money. Your data is yours, every answer shows its work, and nothing happens without you.
Chats and files are encrypted and never used to train AI.
Research shows where each claim came from. Money answers trace back to your own numbers.
Your bank connects read-only. Changes wait for your yes, and every one can be undone.