Project Accounting Integrated Within Your ERP System
ACCOUNTS RECEIVABLE
The SumX Receivables Module helps you create, send, track, and manage customer invoices via standard, sales order schedule or manual bills, within a unified project accounting software environment. It’s designed for project-based teams that need flexible invoicing, clean audit trails, plus advanced approval processes, and real-time payment tracking. This helps maintain cash flow while supporting DCAA-compliant software requirements and clean financial reporting.
Everything You Need to Keep Receivables Flowing
Manual Invoicing Made Easy
Attach Notes & Documents and Send Invoices Instantly
Standard Invoice
Control Access & Approvals
Cash Receipt Entry & AR History Access
Easy to Access Transaction History
ACCOUNTS PAYABLE
The SumX Payables Module brings together bill capture, approvals, and payments in a centralized, fully auditable workspace, perfect for project-based businesses and GovCon requirements. With options for both basic and advanced configurations, you can set up tailored approval flows and maintain clear segregation of duties. Everything is managed from a single screen - from entering bills to making payments, keeping the process simple, efficient and aligned with DCCA-compliant standards. Plus, with the built-in “Pay When Paid” feature, you gain greater cash flow control, ensuring vendor payments align with project funding.
From Procure to Pay—Without the Chaos
OCR-Driven Bill Capture
Advanced Approval Processes
Real-Time Audit Logging
Pay Confidently
“Pay When Paid" Option
Easy Vendor Management
GENERAL LEDGER
The SumX Ledger Module gives you full control over financial operations, from setting up the Chart of Accounts to booking payroll expenses by project. Built to meet audit standards and designed to simplify everything from journal entries to labor distribution, it’s the backbone of your project-based accounting.
Keep Your Financials Clean. Keep Your Projects in Sync.
Customizable Chart of Accounts
Project-Based Accounting
Smarter Journal Entries
Efficient Labor Distribution
Integrated GL Transactions
Built for Compliance and Control
Frequently Asked Question
SumX is a next-generation Al-powered ERP solution designed to streamline
Yes. The General Ledger integrates with third-party payroll systems, syncing labor, wages, and accounting entries without manual reconciliation.