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Knowledge base / Onboarding / First steps

Automate finance workflows from quote to cash

We've spent the last decade refining how financial operations should feel: simple, predictable and well documented. Built on hardened cloud infrastructure with regional data residency and transparent uptime reporting.

Good to know. Use the sandbox environment to experiment safely — no production data is ever affected.

Which compliance certifications do you hold?

SOC 2 Type II, ISO 27001 and GDPR. Reports are available under NDA from the trust centre.

How is pricing structured?

Plans are billed per active user, per month, with annual discounts. Volume pricing is available from 250 seats.

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.

Last updated June 19, 2026 · © 2026 Summit Works