Documentation

Everything you need to set up and run Summance. Start with Getting Started, then connect your CRM or accounting tools.

Integration guides

Connect your CRM or accounting tool - HubSpot, Salesforce, Xero, or QuickBooks Online - to Summance.

Set up your first contract and see usage turn into an invoice, end to end.

The four-stage pipeline every deal follows, from signed contract to reconciled payment.

What Summance's AI copilot can do, the specialists behind it, and exactly when it acts on its own.

Answers to the questions we hear most before and during setup.

What's shipped, newest first.