Why SumIt?

A Straightforward Platform Where Family Offices Do More With Less

Save Time

Do sophisticated accounting, such as consolidation, in a simple interface with a couple of clicks and save days of work.

Grow Confidence

Rest assured in the accuracy of your journal entries and respond within minutes to any requests.

Maximize Impact

Automate data entry and processes to focus on what matters: strategic decision-making and planning.

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Turn Complexity into Efficiency

Family office accountants are either underwhelmed or overwhelmed by their software.

SumIt offers an easy-to-use interface where family offices can see all their entities in one place, effortlessly book journal entries, and create consolidated reports in just a few clicks.

“Before SumIt, there were no good solutions for family offices. With one login, I can see all my entities and the ownership structure, it saves me a ton of time.”

Mike

Chief Accounting Officer

@Single Family Office

“The ability to record and eliminate inter-entity journal entries is a game changer. I know that my entries will balance across my 40 entities.”

Lynn

Controller

@Single Family Office

“What took me 4 days in QuickBooks to do to prepare for a budget meeting took me 1.5 hours in SumIt - it was that easy to pull transactions from all entities in a clean way to understand our spend.”

Latesia

Chief Financial Officer

@Single Family Office

"The aesthetics are very strong - it's easy to use and intuitive. We have already seen 3-4 features implemented based on our feedback making it a better experience for us - that's part of the reason why we decided to partner with you instead of going with Sage."

Brad

Controller

@Single Family Office

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What we offer

All Your Accounting Needs In One Place. And More.

Centralized Entity Management

One login to access all your entities, related info (inc. docs), and how they visually interact

Consolidated Reports

One click to consolidate and eliminate entries across all entities, regardless of the number of layers

Best of Breed

We integrate directly with bill.com for billpay and Addepar to sync your investment activity with SumIt

AI-Automated Categorization

We use AI to automate transaction categorization, saving time and improving accuracy

Multi-Entity General Ledger

Automated booking of inter-entity journal entries across as many entities as you have

Bank Integrations

Two market leaders, Plaid and Finicity, to integrate with your bank and brokerage accounts

Family Office Cash Flow Statement

Reports specific to what matters to family offices (e.g. uses and sources of cash)

Multi-Entity Accounts Payable

One view to see bills, vendors, and outstanding amounts across all entities

Multi-Entity Rules Engine

Specify rules for a given entity, or all entities, to automate how you categorize transactions

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Powerfully Simple Family Office Software

Turn Complexity into Efficiency

Mike

Lynn

Latesia

Brad

Centralized Entity Management

Consolidated Reports

Best of Breed

AI-Automated Categorization

Multi-Entity General Ledger

Bank Integrations

Family Office Cash Flow Statement

Multi-Entity Accounts Payable

Multi-Entity Rules Engine