AI consulting, training and implementation for finance professionals
Faster closes. Cleaner books. Defensible AI.
Summit Logic trains finance teams to work with AI, then builds and governs the systems that do the preparation, so people keep the judgment.
For accountants and bookkeepers, CAS and fractional CFO practices, commercial lenders and brokers, SBA acquirers and private equity. Start with training.
- Tax and bookkeepingClient organizers, prior-year returns, receipts by photo, the open-item list.
- AdvisoryTrial balances, bank feeds, thirty clients with thirty ways to send a spreadsheet.
- LendingThree years of returns, interim statements, a personal financial statement, rent rolls.
- AcquisitionsSeller financials, the loan package checklist, and a bookkeeper who has done it her way for eleven years.
- PortfolioManagement reports in five formats, KPI packs, diligence request lists.
The documents arrive the same way every month.
By email, by portal, by text, by photo. Someone reconciles the channels before anyone can start, and the person doing it is usually the one you hired for judgment.
Preparation is eating the judgment.
- Re-keyingThe same borrower typed into the CRM, the origination system and the spreadsheet.
- The chaseMissing items followed up by hand, and the escalation is a memory.
- AssemblyFinding, spreading and formatting takes longer than the analysis it supports.
- CleanupDiscovered work absorbed silently. The fee stays fixed; the hours do not.
- ReportingThe numbers are done; the narrative, the KPI table and the action list take another day.
The Census Bureau counted 137,069 accounting, tax preparation, bookkeeping and payroll services establishments in the United States in 2023.
Deloitte's 2026 Generative AI in M&A Pulse Study found that 90 percent of organizations are now using generative AI in mergers and acquisitions, and that human review remains the top requirement for high-stakes use.
Automate preparation. Govern judgment.
Intake. Every channel lands in one place, and a classifier names what arrived before a person touches it.
Extraction. Each field carries a citation to the page and line it came from, and a flag where the model was unsure. A reviewer checks the source instead of re-doing the work.
The gate. Nothing becomes a decision, a filing or a journal entry until a named person signs the line.
What holds it up.
The controls are drawn around the pipeline, not appended to it. An inventory of every tool, model and vendor in use. A classification tier for every workflow. An approval matrix that says who signs what. An evidence log a lender, a client or an examiner can read.
- Inventory registerevery tool, model, vendor
- Classification tiersper workflow
- Approval matrixwho signs what
- Evidence logreadable by an examiner
What stays human, by rule
- Tax positions and any tax advice
- Eligibility and credit decisions
- Material journal entries and attest conclusions
- Valuation and investment judgments
Every line on this drawing is something we install, and every gate on it is a person.
Intake, extraction and the gate. The controls around them. The ledger they feed.
Start with a training day.
Most engagements begin in a room with your own documents on the table: a keynote, an eight-week core, four labs. Then the assessment that decides what to install first.
Forty-five minutes, no obligation.
Book a workflow review