Introducing SumIt
Powerfully simple family office accounting.
Family office accountants are either underwhelmed or overwhelmed by their software. SumIt is a simple, multi-entity, and family-office-specific general ledger backed by a team that cares about your books.
Introducing SumIt
Powerfully simple family office accounting.
Family office accountants are either underwhelmed or overwhelmed by their software. SumIt is a simple, multi-entity, and family-office-specific general ledger backed by a team that cares about your books.
Introducing SumIt
Powerfully simple family office accounting.
Family office accountants are either underwhelmed or overwhelmed by their software. SumIt is a simple, multi-entity, and family-office-specific general ledger backed by a team that cares about your books.
Demonstrated Success
Demonstrated Success
Accounting Software trusted by leading single and multi-family offices.
Designed by family offices for family offices. We have partnered with CFOs, controllers, accountants, and principals from a diverse set of family offices to create the most intuitive, robust, and specific general ledger for the wealth space.
Designed by family offices for family offices. We have partnered with CFOs, controllers, accountants, and principals from a diverse set of family offices to create the most intuitive, robust, and specific general ledger for the wealth space.
Winner of the 12th Annual Family Wealth Report Awards for Fintech
Demonstrated Success
Accounting Software trusted by leading single and multi-family offices.
Designed by family offices for family offices. We have partnered with CFOs, controllers, accountants, and principals from a diverse set of family offices to create the most intuitive, robust, and specific general ledger for the wealth space.
Winner of the 12th Annual Family Wealth Report Awards for Fintech
Demonstrated Success
Accounting Software trusted by leading single and multi-family offices.
Designed by family offices for family offices. We have partnered with CFOs, controllers, accountants, and principals from a diverse set of family offices to create the most intuitive, robust, and specific general ledger for the wealth space.
Winner of the 12th Annual Family Wealth Report Awards for Fintech
Family Offices — Simplified
One Login. Every Entity. Total Clarity.
Easy-to-use interface - with all entities in one place to do your books and create consolidated reports in a few clicks.
+
Family Clients
+
Entities Managed
$
B+
AuM Managed
See why so many family offices have chosen SumIt as their General Ledger.
Family Offices — Simplified
One Login. Every Entity. Total Clarity.
Easy-to-use interface - with all entities in one place to do your books and create consolidated reports in a few clicks.
+
Family Clients
+
Entities Managed
$
B+
AuM Managed
See why so many family offices have chosen SumIt as their General Ledger.
Family Offices — Simplified
One Login. Every Entity. Total Clarity.
Easy-to-use interface - with all entities in one place to do your books and create consolidated reports in a few clicks.
+
Family Clients
+
Entities Managed
$
B+
AuM Managed
See why so many family offices have chosen SumIt as their General Ledger.
Why SumIt?
Faster, smoother accounting from day one.
See how family offices leverage SumIt to save time and gain confidence in their data. SumIt simplifies extracting information quickly to provide families and principals visibility with accurate information for strategic decision making.
%
Time Savings (Reconciliation and Consolidation)
%
Clients Agree on Ease of Use
x
Total Clicks to Consolidate
Why SumIt?
Faster, smoother accounting from day one.
See how family offices leverage SumIt to save time and gain confidence in their data. SumIt simplifies extracting information quickly to provide families and principals visibility with accurate information for strategic decision making.
%
Time Savings (Reconciliation and Consolidation)
%
Clients Agree on Ease of Use
x
Total Clicks to Consolidate
Why SumIt?
Faster, smoother accounting from day one.
See how family offices leverage SumIt to save time and gain confidence in their data. SumIt simplifies extracting information quickly to provide families and principals visibility with accurate information for strategic decision making.
%
Time Savings (Reconciliation and Consolidation)
%
Clients Agree on Ease of Use
x
Total Clicks to Consolidate
The SumIt Difference
Experience the SumIt Advantage.
100% of our features have been designed in partnership with family offices for their needs. See how we are different.
100% of our features have been designed in partnership with family offices for their needs. See how we are different.
One Click No Matter How Many Entities.
Consolidations that take weeks to put together with Excel is now done on SumIt with one click. Achieve multi-layer consolidations of multiple entities with automatic eliminations. Choose between equity pick up, full consolidation, or advanced ownership percentage consolidation.
One Click No Matter How Many Entities.
Consolidations that take weeks to put together with Excel is now done on SumIt with one click. Achieve multi-layer consolidations of multiple entities with automatic eliminations. Choose between equity pick up, full consolidation, or advanced ownership percentage consolidation.
The SumIt Difference
Experience the SumIt Advantage.
100% of our features have been designed in partnership with family offices for their needs. See how we are different.
One Click No Matter How Many Entities.
Consolidations that take weeks to put together with Excel is now done on SumIt with one click. Achieve multi-layer consolidations of multiple entities with automatic eliminations. Choose between equity pick up, full consolidation, or advanced ownership percentage consolidation.
The SumIt Difference
Experience the SumIt Advantage.
100% of our features have been designed in partnership with family offices for their needs. See how we are different.
One Click No Matter How Many Entities.
Consolidations that take weeks to put together with Excel is now done on SumIt with one click. Achieve multi-layer consolidations of multiple entities with automatic eliminations. Choose between equity pick up, full consolidation, or advanced ownership percentage consolidation.
Our Products
Powerful Solutions For Any Size Family Office.
Single-Family Office
Whether it’s 5 or 150 entities, SumIt streamlines accounting workflows from reconciliation to eliminations, freeing up your time to focus on more value added activities.
Multi-Family Office
Whether it’s 5 families or 20 families, SumIt allows you to centralize your clients in one platform, so switching from one client to another is a breeze. See how multi-family offices have scaled up their operations with SumIt.
Our Products
Powerful Solutions For Any Size Family Office.
Single-Family Office
Whether it’s 5 or 150 entities, SumIt streamlines accounting workflows from reconciliation to eliminations, freeing up your time to focus on more value added activities.
Multi-Family Office
Whether it’s 5 families or 20 families, SumIt allows you to centralize your clients in one platform, so switching from one client to another is a breeze. See how multi-family offices have scaled up their operations with SumIt.
Our Products
Powerful Solutions For Any Size Family Office.
Single-Family Office
Whether it’s 5 or 150 entities, SumIt streamlines accounting workflows from reconciliation to eliminations, freeing up your time to focus on more value added activities.
Multi-Family Office
Whether it’s 5 families or 20 families, SumIt allows you to centralize your clients in one platform, so switching from one client to another is a breeze. See how multi-family offices have scaled up their operations with SumIt.
Industry Recognition
Recognized globally by industry leaders and publications
Industry Recognition
Recognized globally by industry leaders and publications
Industry Recognition
Recognized globally by industry leaders and publications
Getting Started
Go Live in as Early as 6 Weeks with SumIt
Need to move fast? Our team can meet your timeline in as early as 6 weeks. Our typical implementations may take between 8-12 weeks.
Getting Started
Go Live in as Early as 6 Weeks with SumIt
Need to move fast? Our team can meet your timeline in as early as 6 weeks. Our typical implementations may take between 8-12 weeks.
Getting Started
Go Live in as Early as 6 Weeks with SumIt
Need to move fast? Our team can meet your timeline in as early as 6 weeks. Our typical implementations may take between 8-12 weeks.
Testimonials
What Our Clients Are Saying
Our clients’ problems are our problems. We roll up our sleeves to help and solve them.
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
Testimonials
What Our Clients Are Saying
Our clients’ problems are our problems. We roll up our sleeves to help and solve them.
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
Testimonials
What Our Clients Are Saying
Our clients’ problems are our problems. We roll up our sleeves to help and solve them.
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
"SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be"
Paul Weller
CFO, Temerity Capital Partners
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button. Instead of spending our time putting together the reports, we are able to focus on what the data is telling us, allowing us to deliver better client deliverables and a better client experience,"
Phil Boscarino
Director of Family Office Services at Mariner Ultra
“SumIt struck the perfect balance of features and value. We appreciated their willingness to deeply understand our entity structure and configure the system accordingly.”
Sophia Franco
CFO At Point North Capital
“I was in a position to have a direct influence on the development of [SumIt’s] solutions, ensuring that we achieved the best possible outcome. Not only will you save valuable time and money, but you will also benefit from [SumIt’s] exceptional customer service. Their team is always ready to support you and ensure you have a seamless and rewarding experience with SumIt.”
Latesia Smoot
CFO at Bulletproof Capital
“What truly distinguishes SumIt is its user-centric design philosophy. The platform actively seeks feedback and adapts to the specific needs of each family office. This flexibility is a refreshing departure from the rigidity of traditional, off-the-shelf accounting solutions.”
Rick Drew
CPA, CFA, Senior Family Office Strategist at LeeFin
“SumIt stood out because it was clearly designed with the complexity of family offices in mind. It offered the right balance of structure and flexibility, the technology was clean, and the team behind it understood our challenges immediately. It didn’t feel like we had to adapt our workflows to fit the software; it felt like the software was already built around how we operate.”
Christophe Poline
CFO at TRM Ventures
Why SumIt?
Sumit is a general ledger purposefully built for family offices that are looking for a simple solution that is multi-entity and specific to the needs of the wealth space. We have helped offices reduce their time to close the books by weeks in a given quarter so they can focus on strategic decisions.
Does SumIt replace my existing general ledger? Does SumIt replace QuickBooks?
How long does it take to implement SumIt?
Who are your clients?
Why SumIt?
Sumit is a general ledger purposefully built for family offices that are looking for a simple solution that is multi-entity and specific to the needs of the wealth space. We have helped offices reduce their time to close the books by weeks in a given quarter so they can focus on strategic decisions.
Does SumIt replace my existing general ledger? Does SumIt replace QuickBooks?
How long does it take to implement SumIt?
Who are your clients?
Why SumIt?
Sumit is a general ledger purposefully built for family offices that are looking for a simple solution that is multi-entity and specific to the needs of the wealth space. We have helped offices reduce their time to close the books by weeks in a given quarter so they can focus on strategic decisions.
Does SumIt replace my existing general ledger? Does SumIt replace QuickBooks?
How long does it take to implement SumIt?
Who are your clients?
Why SumIt?
Sumit is a general ledger purposefully built for family offices that are looking for a simple solution that is multi-entity and specific to the needs of the wealth space. We have helped offices reduce their time to close the books by weeks in a given quarter so they can focus on strategic decisions.
Does SumIt replace my existing general ledger? Does SumIt replace QuickBooks?
How long does it take to implement SumIt?
Who are your clients?
Try SumIt Today
Modernize Your Back Office, Today.
Modernize Your Back Office, Today.
Talk to us to learn more about SumIt and we will help you evaluate our platform. We care about your success and can help you find out quickly if SumIt can be a good fit.