Advisory intelligence for CAS firms

The advisory work your firm bills for — generated in one click.

Somma reads each client's whole book and produces the deliverables a CAS firm charges for — executive summaries, variance analyses, board decks, CFO memos, cash & runway — across your entire client roster. No dashboards to build. No manual assembly. Just the numbers, the narrative, and the next move.
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See it in 90 seconds

Watch Somma turn a client's book into the work you bill for.

A quick tour of the platform — the AI Intelligence Brief, the portfolio view, forecasting, practice metrics, and a full advisory package generated in one click.

What Somma is

The intelligence layer on top of your firm's numbers.

Your firm already extracts clean financials for every client. Somma reads them — the whole book, not one entity at a time — and writes the advisory deliverables your team would otherwise assemble by hand. The figures stay governed and auditable; the AI writes the narrative, never the numbers. What used to take a senior associate hours becomes a click.

Your extracted financials
Clean, normalized client data
↓
Somma
Reads the book · writes the advisory
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Client-ready deliverables
Memos, decks, forecasts — in a click
One platform · four intelligences

Everything a modern advisory practice runs on.

Four modules, one governed platform — each reading the same trusted numbers, each included in every plan.

PULSE
Reporting & close
Executive dashboards, financials, and an AI Intelligence Brief on every client — what needs attention, surfaced first.
ATLAS
Portfolio intelligence
Health scores, risk & opportunity across your whole book — the cross-client story no single-entity system tells.
HORIZON
Planning intelligence
Driver-based forecasts, 13-week cash, scenarios and what-if — the FP&A layer, built in.
COMMAND
Practice intelligence
Client profitability, utilization, pipeline and advisory mix — see which engagements make money and where the firm's capacity goes.
One click → a full advisory package

The deliverables you charge for, ready to send.

Every output is generated from the governed numbers — the AI writes the narrative, never the figures. Review, brand, and send.

Executive Summary Variance Analysis Board Deck CFO Memo Cash & Runway Driver-Based Forecast Audit-Readiness Package
Built for a firm's standards

Governed, secure, and grounded in your data.

Governed by design
Somma reasons over a semantic model of your financials, so every figure ties back to the source. The AI narrates; it never invents the numbers.
Secure & multi-tenant
Row-level security means each firm — and each client within it — only ever sees its own data. Built for the confidentiality an accounting practice requires.
Runs on your book
Connects to your already-extracted, normalized financials. No re-keying, no manual assembly, no parallel system to maintain.

See it on one of your own clients.

A 20-minute walkthrough on real numbers is the fastest way to understand what Somma does for your firm.

Request a demo →