PreviewSumlino for teamsSee what’s new in the changelog

Your month-end close, done beside QuickBooks.

In-browser month-end close assistant for accountants.

Try Sumlino See what it does

Built for accountants who close the monthFree to start · No card needed

A small part of your next close
quickbooks.intuit.com · Summit Air & Heat
QuickBooks Online · monthly review Summit Air & Heat
Bank transactionsSeptember
DateDescriptionStatus
Sep 18Merchant depositFor review
Sep 17Equipment paymentFor review
Sep 16Office suppliesFor review
Sep 15Customer paymentFor review
The books, the question, and your next step. Side by side.A guided look at Sumlino beside QuickBooks

Client reports · Pro+ · Coming soon

Messy QuickBooks data in. A client-ready report out.

Every client gets a report built around what they care about. Pick the KPIs, targets and goal for each one, add your firm’s logo, and Sumlino builds it from their books.

Pro+ client reporting · Coming soon. Fictional figures; paid reporting is not active.

Month-end reportSummit Air & Heat · September 2026 · Fictional sample
Page 1 of 7
The rest of this page is in the full reportPro+ client reporting · Coming soonSee Pro+

Built in the open · changelog Built by Nicholas Thomas · the story Community · Discord (opens in a new tab)

What Sumlino does

The close, worked beside the books.

Summit Air & Heat below is fictional.

Dashboard · New

Clean up expenses
in batches.

Pick a client, filter its expenses, and review the lines you want to change. Type APPLY to confirm the category move shown in this sandbox demo, then check each result. Deletions have a separate review.

  1. Filter and select
  2. Preview every line
  3. Confirm and verify
Sandbox preview · changes to a live company stay off.

Dashboard · Invoices

Void or delete invoices
in batches.

Choose Void or Delete, pick as many customers as you need, and select their invoices in one pass. The review re-reads every invoice first, and any with a payment, a link or a closed period stays out for individual review. Type VOID or DELETE to confirm, then watch each result verify.

  1. Customers and invoices
  2. Review what changes
  3. Confirm and verify
Sandbox preview · changes to a live company stay off.

Voice notes · Pilot

Say it once.
It lands on the right client.

Hold Alt + V, say what you noticed, and release. Sumlino hears which client you mean, suggests Note or To-do with a due date, and files it once you confirm.

  1. Hold to record
  2. Sumlino suggests
  3. Confirm and post
Try a voice note

Client dashboard · Sandbox preview

Connect once. Every client’s numbers, one click away.

Connect QuickBooks Online and pick a client. The month, the balance sheet and what’s left before close sit on one clean page: read-only, so nothing in QuickBooks changes, and clear enough to walk your client through.

Dashboard · Overview

The month at a glance, and who still owes you.

Net margin, cash and overdue invoices sit at the top. Point at a figure to see how it’s worked out, then open the overdue invoices to see how old the money is and which customers owe it.

  1. Read the month
  2. See what’s overdue
  3. See who owes it
Sample data for a fictional client · live-company connections are in sandbox preview.

Dashboard · Balance sheet

Open any number to see what’s behind it.

Click a slice of the balance sheet and it opens into the accounts underneath, so you can show a client exactly where their cash sits.

  1. Pick a category
  2. See its accounts
  3. Back to the whole

Dashboard · Close

See what moved, then what’s left to close.

Revenue, expenses and net profit sit beside last month with the trend behind each one. Open the biggest expense change and a side panel slides in with the bills behind it, while the list stays in view. Then tick off what’s left on the close checklist.

  1. See what moved
  2. Open the bills behind it
  3. Tick off the close

Teams · Coming with the Team plan

Bring the whole firm
into the close.

A firm workspace for everyone who touches the books: roles, client access and a shared inbox, with the client attached to every handoff.

  1. Invite by emailPaste a few addresses, pick one role, review before anything is sent.
  2. Choose client accessEach person sees only the clients you grant.
  3. Hand off a to-doSend a client’s note or to-do to a colleague’s inbox.
  4. See it doneThey tick it off in their inbox and you see it, with the client attached.
See Team pricing Tell us about your firm

Team workspaces arrive with the Team plan at launch, priced per seat.

How the Team plan works, shown with fictional people at Northline Bookkeeping. One: Alex Rivera invites sam@northline.example as a reviewer. Two: Alex gives Marcus Lee access to Harbor Mechanical. Three: Alex assigns the Harbor Mechanical to-do “Confirm Q3 sales tax filing date” to Marcus. Four: Marcus ticks it off in his inbox and Alex sees it is done.

Financial report review

What changed this month?
Start with the numbers that moved.

Spot large changes between periods and check gross margin, working capital and cash flow. Then turn a flag into a to-do with the figures attached, using thresholds you set per client.

Scroll through the statements, or choose one.

What’s included
sumlinoReport review

Profit & Loss

Summit Air & Heat · Accrual basis
Aug 2026 · Compared with Jul 2026

Gross margin40.0%$40,000 gross profit / $100,000 income
Net margin20.0%$20,000 net income / $100,000 income

Changes to review One example movement

Office expensesAug $8,000 · Jul $5,000
+$3,000+60.0% month over month

Spot a large movement, then keep it as a to-do with the figures attached. A change is a question to review, not a confirmed error. Saving a flag as a to-do is in testing.

Balance Sheet

Summit Air & Heat · Accrual basis
Aug 31, 2026 · One statement date

Working capital$20,000$40,000 current assets − $20,000 current liabilities
Current ratio2.00×$40,000 current assets / $20,000 current liabilities

Changes to review Working capital

Current assets$40,000
Current liabilities$20,000

A starting point for review. Timing and the client’s business still matter.

Cash Flow

Summit Air & Heat · Accrual basis
August 2026 · Reported cash flow totals

Operating cash flow$20,000Reported net cash from operating activities
Financing cash flow$8,000Reported net cash from financing activities

Changes to review Investing

Investing cash flowReported net cash used
−$5,000Investing activities

Look at the source of the cash movement before deciding what to ask the client.

Supported, loaded rows only. Confirm comparable periods before reviewing movements. You decide what needs investigation.

How it works

Up and running in three steps.

  1. 01A browser with QuickBooks Online open; the Sumlino side panel slides in at sign-in.

    Add the Chrome extension

    Install Sumlino from us and sign in. Alt+Shift+S opens it beside QuickBooks Online.

  2. 02One client’s month: a note, the to-dos, a cleanup and Books review each tick off.

    Close the month

    Notes, to-dos, cleanups and transactions for each client, one click from the books.

  3. 03The month-end report moves to approved and is marked sent.

    Send the reportPro+ preview

    With the month closed, approve the month-end report and send it to your client.

Pricing

Free to start.

Starter
$0Up to 3 client workspaces, free for good. No card.
Pro
$24 a monthBilled yearly, or $29 month to month. Join now and keep the founding price of $15 a month.
Pro+ · Coming soon
$79 a month$948 billed yearly, or $99 month to month total. Includes Pro and 5 reporting company slots. Paid reporting is not active.
Team · at launch
$24 per seat a monthPer seat a month, billed yearly. Two seats minimum when the Team plan launches.
See pricing

Questions

Before you ask.

No. In QuickBooks, Sumlino’s helpers only read what is on your screen and prompt your review: nothing is cleared, posted or recoded for you. Dashboard batch cleanup changes records only after you preview the batch and type a confirmation, and it runs against a sandbox company for now. Reports read the books; they never write to them.

QuickBooks Online, in Chrome. The side panel works beside any QuickBooks Online company you have open. The dashboard connects to a company you authorize for its client overview, Books review, batch cleanup and reports; those connections are still in testing, so they run on sandbox data for now. Xero and QuickBooks Desktop are not supported.

Both. A Chrome extension opens as a side panel beside QuickBooks Online with shortcuts, notes and to-dos, voice notes (pilot) and the reconciliation helper. A web dashboard holds each client’s overview, Books review and batch cleanup, and with Pro, Advisor’s ratios and trends for each client. Month-end reports are built and sent there with Pro+ (coming soon). The extension is installed from us while the Chrome Web Store listing is pending.

A landscape, presentation-style PDF built from the client’s books, coming with Pro+. It opens on a cover with your firm, the client and the month, then gives each section one plain-language headline, a few large numbers and one chart: the KPI scorecard against the targets you set, revenue and margins, cash, the balance sheet and next steps, with the full statements and sign-off in the appendix. You choose the month and basis, fill in what the books cannot supply, review, approve and download.

Yes, with Pro+ (coming soon). Save your firm name, the preparer’s name and a PNG logo once in Settings, and new reports open on a cover with them. A report keeps the branding it was approved with. Client names and figures come from the client’s books; the sample on this page is fictional.

On QuickBooks’ Reconcile page the side panel reads the difference and the loaded rows and shows clues: a line that equals the difference, two lines that add up to it, items dated after the statement, older uncleared items, and a reminder to review once the difference is zero. Find a transaction highlights a row without selecting it, and statement comparison runs on your computer with a workpaper you can export. You tick every line yourself.

Yes, with the Team plan at launch. A firm workspace lets you invite people by email, give each one a role (Admin, Reviewer, Bookkeeper or Viewer), choose which clients they can see, and pass notes and to-dos between inboxes. Everyone signs in with their own account, and the Team plan is priced per seat.

They are saved to your Sumlino account and scoped to you, so they follow you between computers. In a firm workspace, a note or to-do you send goes only to the colleague you choose, and only for clients they can access. The QuickBooks pages you open are read in your browser for the helpers. See the privacy policy for the details.

Starter is free for up to 3 clients, with no card. Pro is $24 a month billed yearly, or $29 month to month; join now and keep the founding price of $15 a month billed yearly for as long as you subscribe. Pro+ (coming soon) adds client reporting for 5 companies at $79 a month billed yearly ($948 a year) or $99 month to month, Pro included. Team is $24 a seat a month billed yearly at launch. Billing and paid reporting have not started, so nothing is charged today.

The month-end close

  1. Sep 3Notes

    A note about printer supplies is saved to Summit Air & Heat.

  2. Sep 6To-dos

    It becomes a to-do and is ticked off.

  3. Sep 12Cleanup

    Three expenses move from Materials to Office Supplies after a typed APPLY, and each change is verified.

  4. Sep 18Transactions

    Books review flags three posted expenses; each one is coded, moved or kept with a note.

  5. Oct 1Reconcile

    The bank statement is reconciled: the $25 difference is the uncleared bank fee, ticked after checking the statement, and the 45-day-old lease payment becomes a follow-up.

  6. Oct 3ReportPro+ preview

    The month-end report moves from draft to approved.

  7. Oct 5SentPro+ preview

    The report is marked sent to the owner and downloaded as a PDF.

Made for this close, and the next

Finish this month.
Remember why next month.

Try Sumlino

Free to start · No card needed