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About

Pull in Stripe and CRM data to automate revenue recognition by customer, invoicing and AR Aging. Easily drill down and drill through ARR, NRR, logo retention cohorts, SaaS P&L as well as your GAAP financials. Have people help you that understand your problems and know how to solve them with you. Have Rillet AI check your close and streamline time-consuming workflows with just a few sentences. Do data analyses in seconds without running multiple data exports, pivot tables and lookups. Real-time sync from CRM automatically creates a revenue waterfall and deferred revenue schedules. Easily modify existing contracts and set custom revenue patterns. Seamlessly connect with 11,000 banks and credit unions. Our proprietary machine-learning models automatically match 90% of all transactions.

About

At SumX, we’re reimagining ERP for the modern, project-driven enterprise. Founded by industry veterans with over two decades of experience in ERP implementation and consulting, our mission is simple: make powerful back-office tools accessible, affordable, and intuitive. We specialize in providing modular, AI-enabled ERP solutions for industries where precision, compliance, and project visibility are non-negotiable — including government contracting, architecture, engineering, construction, and consulting. Built from real-world insight and customer feedback, SumX combines deep functionality with clean design and rapid deployment, empowering teams to work smarter, not harder.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for an Accounting platform that provides reminders and payment links

Audience

SumX is ideal for back-office teams in government contracting, architecture, engineering, and construction firms seeking an AI-powered, user-friendly ERP platform tailored for project-based industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$199 per month
Free Version
Free Trial

Pricing

$30/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Rillet
rillet.com

Company Information

SumX
Founded: 2025
United States
www.sumx.ai

Alternatives

Alternatives

FluxERP

FluxERP

Flux IT Studio LTD.
NetSuite

NetSuite

Oracle

Categories

Categories

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Integrations

Avalara
Brex
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Justworks
Lunos
Ramp
Rippling
Salesforce
Snowflake
Solvimon
Stackpack
Stripe
TaxJar
Taxwire

Integrations

Avalara
Brex
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Justworks
Lunos
Ramp
Rippling
Salesforce
Snowflake
Solvimon
Stackpack
Stripe
TaxJar
Taxwire
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