Pricing & Plans
How much does Summit Books cost?
Summit Books uses flat-rate pricing per company with unlimited users. Visit our
pricing page for current rates and plan details.
Is there a free trial?
Yes! We offer a 10-day free trial with full access to all features. No credit card required to start.
How many users are included?
Unlimited. Add as many team members, bookkeepers, and accountants as you need at no extra cost.
Can I cancel anytime?
Yes. Summit Books is month-to-month with no long-term contracts. Cancel anytime through your account settings.
Features & Capabilities
What accounting features are included?
Summit Books includes:
- Full double-entry bookkeeping with GAAP-compliant chart of accounts
- Bank connections and automatic reconciliation
- Invoicing, estimates, and online payment acceptance
- Bill tracking and vendor management
- Financial reports (P&L, Balance Sheet, Cash Flow, Trial Balance)
- Inventory tracking, sales tax, and project costing
Does Summit Books support bank connections?
Yes. We use Plaid for secure bank connections with thousands of financial institutions.
Transactions sync automatically every week, and we retrieve monthly statements for reconciliation.
Can I accept payments online?
Yes. Summit Books integrates with Stripe for credit card and ACH payment processing.
Customers can pay invoices online, and payments are automatically recorded in your books.
Does it support multi-currency?
Not currently. Summit Books is designed for US-based businesses operating in USD.
Multi-currency support is on our roadmap.
Banking & Security
How secure are my bank connections?
We use Plaid, the industry-standard banking API used by major financial apps. Your bank
credentials are never stored on our servers. Plaid uses bank-level encryption and security.
How often do transactions sync?
Bank transactions sync automatically every Sunday at midnight in your company's timezone.
You'll receive an email notification when new transactions are available.
Is my data backed up?
Yes. All data is stored in secure PostgreSQL databases with automatic daily backups and
point-in-time recovery. Your financial data is protected and recoverable.
Getting Started
How do I import data from QuickBooks?
You can export your chart of accounts, customers, vendors, and other key data from QuickBooks
as CSV files and import them into Summit Books. We provide detailed import guides in our
switching guide.
Do you offer setup assistance?
Yes. Our onboarding process guides you through setting up your company, connecting banks,
and importing data. If you need additional help, contact our support team.
Can accountants manage multiple client companies?
Yes. Accountants and bookkeepers can access multiple client companies from a single login.
Each company is billed separately with its own subscription.
Support
How do I get help if I need it?
Contact our support team via email at support@summit-di.com. We also provide documentation
and guides in our help center.
Do you offer phone support?
Currently we provide email support with typical response times under 24 hours. Phone support
may be available for enterprise accounts in the future.