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What is SumX?

SumX is a cutting-edge, AI-driven ERP platform tailored to meet the complex back-office needs of government contracting, architecture, engineering, and construction organizations. The solution automates project-based accounting, budget forecasting, labor and resource tracking, indirect cost allocation, and compliance management with real-time data and AI-powered insights. Its modular architecture and API-first design enable seamless integration with payroll, timesheet, bank, and expense systems, streamlining workflows across departments. SumX offers customizable approval workflows, scan-and-attach document handling, and direct email capabilities, all designed to reduce administrative burden and improve accuracy. With subscriptions starting at just $30 per user and quick, plug-and-play implementation, SumX delivers enterprise-grade ERP capabilities without the high costs or complexity of legacy systems. The platform ensures strict compliance with labor laws and regulations through automated monitoring and updates, reducing risk for organizations. Trusted by over 800 teams including government contractors and AEC firms, SumX enhances productivity and operational transparency. Its user-friendly interface minimizes clicks and simplifies transaction posting, accelerating day-to-day operations. SumX’s powerful reporting and forecasting tools help businesses optimize project costs and resource utilization. Ultimately, SumX empowers project-driven organizations to modernize their back-office functions with a scalable, affordable, and AI-enabled ERP solution.

What is Microsoft Dynamics 365?

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

Media

Media

Integrations Supported

Arrivy
Binotel
Bottomline Paymode
CallTools
Cleo Integration Cloud
Flotiq
Glantus
Infor CPQ
Liana Cloud PR & Media
Loopio
Luca
Microsoft SharePoint
Nomentia
Obol
Pimics
Pluto
Resco Field Sales+
Rimsys
Salesdrive
Salesforce CRM Analytics

Integrations Supported

Arrivy
Binotel
Bottomline Paymode
CallTools
Cleo Integration Cloud
Flotiq
Glantus
Infor CPQ
Liana Cloud PR & Media
Loopio
Luca
Microsoft SharePoint
Nomentia
Obol
Pimics
Pluto
Resco Field Sales+
Rimsys
Salesdrive
Salesforce CRM Analytics

API Availability

Has API

API Availability

Has API

Pricing Information

$30/user/month
Free Trial Offered?
Free Version

Pricing Information

$190 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SumX

Date Founded

2025

Company Location

United States

Company Website

www.sumx.ai

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com

Categories and Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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