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Ask your P&L in plain English.
Keep the SQL, the pivot, the table.

Drop in the CSV your ERP just spat out, ask the question you ask every month-end, and get a working query — variance tables, headcount pivots, flux prep — you can re-run forever and share with a link.

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Free tier: 10 questions/day, 10 MB files. Pro $15/mo · $99/yr.

sumwise · live demo · no signup

The gl_2026.csv sample (period…) is registered as a DuckDB table in your browser — the exact engine workspaces use. SQL is always shown.

The SQL and the result table appear here — press Run.

More live demos: how do I build a variance vs budget table in Excel · how do I pivot headcount from an HR system export · how do I merge ERP exports into my planning model

1 · Upload

CSV or XLSX (10 MB free, 100 MB Pro). Schema inferred and columns profiled automatically.

2 · Ask

Plain English in, DuckDB SQL out — shown to you, not hidden. Power users self-debug.

3 · See

Table, chart, and a one-click pivot seeded from your question's intent.

4 · Keep

Save the query as a re-runnable artifact with a read-only share link.

Every month-end question, as a live demo

No signup, no sample data to imagine — each page runs the real engine on a real-shaped export, in your browser.

variance-vs-budget-in-excel

How do I build a variance vs budget table in Excel?

Skip the SUMIFS rebuild. Drop your GL export, ask for the variance table in plain English, and get working DuckDB SQL plus Actual/…

Run it live

headcount-pivot-from-hr-export

How do I pivot headcount from an HR export?

Stop hand-filtering termination dates in Excel. Ask for the headcount pivot in plain English — active heads by department and loca…

Run it live

merge-erp-exports

How do I merge ERP exports into my planning model?

ERP exports never match the planning model's keys. Join the GL to your dept map, re-key accounts to planning names, and get one pa…

Run it live

The five questions every FP&A team asks every month

Sumwise ships with templates for these out of the box — they run offline, on your file, the moment you sign up.

Month-end variance table

The variance table, rebuilt from scratch every cycle

gl_2026.csv

Build the September variance table by account: Actual, Budget, PY and Forecast columns with $ and % variance vs each, biggest absolute budget variances first, and flag any account off budget by more than 10%.

Headcount pivot from the HR export

"Headcount reporting is a pain"

hr_roster.csv

Pivot active headcount as of 2026-09-30 by department and location (active = termination_date empty or after period end), with average base salary and total payroll cost per department.

ERP export merge / re-key

NetSuite/Sage exports never match the planning model's keys

netsuite_gl.csv + dept_map.csv + account_map.csv

Join the NetSuite GL export to the dept map on dept_code, re-key account numbers to planning-model account names via account_map, and give me September actuals by planning department and account as one clean paste-ready table.

Board-report table rebuild

The same pivot, rebuilt every cycle

planning_export.csv

Build the Q3 board P&L: line items as rows, Actual / Budget / PY as columns, $ and % variance columns — formatted to paste straight into the board deck.

Flux data-prep for commentary

Which line moved, how much, vs what — the pre-commentary grind

tb_2026_08.csv + tb_2026_09.csv

Prep the flux analysis: per account, August → September $ delta, % delta, direction, and a flag column for any move over $10k or 20% so commentary only goes where it matters.

Pricing that clears expense reports

The suites start at $1,250/mo and want a sales call. Sumwise is the analyst's own tool at $15/mo — under the expense-report threshold, with the annual making itself the obvious pick.

Free

$0

Genuinely useful, forever.

10 questions per day

Files up to 10 MB

SQL, tables, charts, pivots

Reusable artifacts + share links

Start free
Pro
the obvious pick

$15/mo

or $99/yr — two months free, anchored on purpose.

Unlimited questions

Files up to 100 MB

Everything in Free

Cancel anytime (Stripe portal)

Go Pro

Client-side by design

Queries run in DuckDB-WASM in your browser. For finance data, “it never leaves my machine” isn't a feature — it's the prerequisite.

SQL you can trust

Generated SQL is read-only-guarded, sandboxed, and always shown. Errors trigger a repair loop — and you can edit the SQL directly.

Artifacts, not chats

Every answer can become a reusable, re-runnable snippet with a share link — the thing a chat transcript never was.