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The Home page greeting 'Good afternoon, Jordan, What would you like to do today?' above a composer with the draft question 'How should we adjust the Q4 plan to hit our targets?' and an attached 'FY27 Revenue...' project. Below it, Recent Projects lists 'FY27 Revenue Plan', 'Merchandising Performance', and 'Pipeline & Forecast'.

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Start setup: Connect your data →

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What you can do with Summation

Start with a spreadsheet you already have or data your team has connected. Ask a specific question, or choose a common goal below.

Monitor your business

Track what changed and investigate why.

Get verified insights

Answer questions with findings traced back to their sources.

Forecast and plan

Build forecasts and compare scenarios.

Automate recurring work

Turn recurring analysis into a scheduled workflow.
Explore use cases →
A deck slide titled 'Single Deal Leads WoW Growth' with an executive summary and three stat callouts: $12.37M total gross sales across all channels, +6.3% blended WoW growth rate, and 1 of 4 channels outpacing the portfolio average. The slide panel on the right lists six slides in the deck.

A deck slide, built from governed data

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How Summation works

In the app, the analyst is called Addison. Ask a question or describe a task to get started. Your team’s definitions: Save metric definitions and business rules in Knowledge and the data catalog so Addison can use them across analyses. Results you can check: Follow cited numbers back to their sources. Use verification on supported reports and files to check numbers, sources, and claims. A shared workspace: Keep your work in a project, where teammates with access can review it and collaborate. Export reports, presentations, and spreadsheets when you need to share files outside Summation. Repeatable work: A playbook saves the instructions for an analysis. A workflow adds a schedule and delivery. Test the playbook before scheduling it.

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Work from your own tools

You can also use Summation from Claude, Codex, or another MCP-compatible agent. For scripts and integrations, use sumcli or the API.