Author’s note: This guide is published by SumIt Software. While we believe our evaluation is fair and grounded in extensive research, we encourage readers to evaluate all platforms independently based on their specific needs.
Who This Guide Is For
This guide is written for family office CFOs, controllers, operations directors, and principals evaluating accounting platforms. Whether you are migrating from Excel, replacing a legacy system such as QuickBooks, or selecting your first dedicated platform, this evaluation covers the criteria and trade-offs that matter most in practice.
Introduction
The best software for family office accounting in 2026 includes purpose-built platforms like SumIt, along with solutions such as Sage Intacct, FundCount, Archway, and QuickBooks. The right choice depends on entity complexity, investment volume, reporting requirements, and operational needs. Modern family offices increasingly prefer specialized accounting systems over Excel or generic tools to manage multi-entity structures, investment tracking, consolidated reporting, and more.
In 2026, family offices have more accounting software options than ever before. That wasn’t always the case. Just a few years ago, most teams relied on Excel or general-purpose systems like QuickBooks, forcing them to manage complex entity structures and investments with tools that weren’t built for family office operations.
As the industry evolved, that gap became clear, and family-office-specific software vendors entered the space. Today, there are more purpose-built solutions available than at any point in the industry’s history.
Choosing the right platform ultimately comes down to a few practical factors: the number of entities and investments, reporting and consolidation requirements, internal team expertise, and budget. In this guide, we evaluate the leading accounting platforms used by modern family offices — including SumIt, Sage Intacct, QuickBooks, Archway, FundCount, and others — across the criteria that matter most in practice.
Key Features to Look For in Family Office Accounting Software
Before diving into individual platforms, it helps to understand the capabilities that distinguish a strong family office accounting platform from a generic accounting tool. Based on our research, the following features are most critical for family offices evaluating software in 2026:
Unified multi-entity general ledger
The ability to manage all entities, e.g., trusts, LLCs, holding companies, operating businesses, and personal accounts, within a single platform. This eliminates the need to maintain separate books or files per entity and enables real-time visibility across the entire office. Look for platforms that support hierarchical ownership structures, automated intercompany eliminations, and entity-level drill-down without requiring separate logins or browser tabs.
Automated consolidations and intercompany accounting
Family offices with layered ownership structures need consolidation capabilities that go beyond basic roll-ups. The best platforms automate intercompany journal entries and eliminations, reducing the hours of manual work that typically accompany month-end close. Ask vendors how they handle multi-level consolidation and whether elimination entries are automated or require manual configuration each period. Ask what kind of consolidation they offer — for example, can you do equity pick-ups, full consolidation, and partial ones?
Ease of use for lean teams
Many single-family offices operate with small teams where the person managing accounting may also handle operations, reporting, and vendor management. Software that requires a full-time administrator or specialized training creates a bottleneck. The best platforms balance powerful capabilities with an intuitive interface that does not assume deep accounting expertise from every user. Similarly, multi-family offices cannot afford to spend weeks migrating data and learning a platform — they need software that is simple to adopt and scale.
Flexible, stakeholder-aware reporting
Not all stakeholders need the same reports. Principals often want high-level net worth summaries and cash flow snapshots, while analysts, CPAs, and advisors need detailed, audit-ready financials. Strong platforms let users tailor report packages for different audiences without requiring separate report-building tools or exports to Excel.
Integration with custodians, banks, and partner platforms
Manual data entry from bank statements, custodial reports, and bill-pay platforms is one of the biggest time sinks in family office accounting. Evaluate how each platform connects with your existing ecosystem — particularly banks, custodians, and tools like BILL for accounts payable or Addepar for investment reporting. Native integrations that sync automatically are more valuable than CSV import-export workflows. While it may be appealing to have every feature in one place, it can end up being a “houseboat” situation where it’s neither a good boat nor a good house — hence why integrations matter.
Audit trail and compliance readiness
Family offices operate in a high-trust environment where accuracy and accountability matter deeply. Look for platforms with robust audit trails, role-based access controls, and SOC 2 compliance. The ability to track who made changes, when, and why is essential for both internal governance and external audit preparation.
Comparison Table: 2026 Family Office Accounting Software
To help family offices quickly compare the leading platforms, we evaluated each solution against criteria that matter most to modern single and multi-family offices: family-office-specific functionality, multi-entity accounting, reporting depth, scalability, integrations, and fit for complex investment structures.
Software | Best For | Strengths | Limitations | Built for FO? | Integrations |
SumIt | Single and multi-family offices with multi-entity structures seeking ease of use and deep integrations | Purpose-built for family offices; native multi-entity GL; ease of use; modern reporting; strong transparency for principals and advisors | Newer platform with a smaller user base than legacy providers; focused exclusively on accounting workflows | Yes | Custodians, banks, credit cards, BILL, Addepar |
QuickBooks Desktop and Online | Smaller or simpler family offices without too many entities | Familiar interface; accessible; lower cost; large accountant network | Not designed for multi-entity structures or family office reporting; requires separate files per entity; Desktop being discontinued | No | Banks, payroll, CRM integrations |
Xero | Very small or early-stage family offices | User-friendly; cloud-native; strong bank feeds; affordable | Limited multi-entity support; lacks complex consolidation and ownership structures | No | Banks, payroll, expense tools, small-business apps |
Sage Intacct | Family offices with operating businesses requiring deep financial management | Robust GAAP compliance; strong multi-entity consolidations; large partner ecosystem | Not family-office-specific; requires configuration and customization; implementation is resource-intensive | No | ERPs, CRM, payroll, BI, and analytics |
NetSuite | Larger, enterprise-style family offices with ERP needs | Robust cloud ERP; strong financial controls; scalability; broad ecosystem | High cost; complex implementation; overbuilt for many family offices | No | ERP modules, CRM, payroll, banks, BI and analytics |
Microsoft Dynamics GP | Family offices with legacy Microsoft-based environments | Familiar Microsoft ecosystem; strong core accounting; on-prem or hosted | End-of-life December 2029; legacy architecture; not family-office-specific | No | Microsoft ecosystem, banks, payroll, third-party add-ons |
SoftLedger | API-first teams with simpler multi-entity needs | Modern cloud-native architecture; strong API; fast implementation (~45 days); real-time consolidation | Less depth for complex family office ownership structures; smaller ecosystem of FO-specific integrations | No | Banks, custodians, API integrations, Excel import |
FundCount | Investment-focused family offices | Unified portfolio, partnership, and GL accounting; strong investment analytics | Steeper learning curve; older interface; less flexible for broader family office workflows | Partially | Custodians, banks, Excel import, reporting tools |
Archway (SEI) | Large, institutional-scale family offices | Enterprise-grade accounting; specialized reporting; deep fund and trust capabilities | High cost; less flexible; typically paired with outsourced services | Partially | Custodians, banks, investment systems, BI tools |
Eton Solutions | Multi-family offices and large SFOs seeking a comprehensive wealth platform | Broad platform covering accounting, reporting, document management, and client portal; enterprise-grade | Premium pricing; implementation complexity; may be overbuilt for leaner offices | Yes | Custodians, banks, data aggregation, reporting tools |
How We Evaluated Family Office Accounting Software
To give you an accurate evaluation, we grounded our analysis in real-world family office operations. Based on conversations with hundreds of family offices over the past several years — including principals, CFOs, analysts, accountants, operations leaders, and family members — we identified the criteria that matter most in practice.
These conversations consistently highlight pain points around multi-entity complexity, fragmented systems, manual reporting, and lack of transparency — all consequences of using tools that were never designed with family offices in mind. Each platform was evaluated across the following dimensions:
Family office–specific design
We prioritized software built specifically for family office use cases, rather than generalized tools adapted from fund accounting or corporate ERP systems. Teams lose tens (or even hundreds) of hours per month trying to configure generalized software for family offices, whereas platforms designed from the ground up for this market better support ownership structures, entity hierarchies, and reporting expectations.
Multi-entity accounting and consolidation
We assessed how well each solution handles complex, multi-entity environments, including intercompany activity and entity-level visibility. The goal was to evaluate each platform’s ability to handle complexity without heavy customization or manual workarounds.
Ease of use and scalability
We considered how well each platform supports growth over time. Many single-family offices grow into more complex, multi-family structures with additional headcount and complexity. We evaluated each platform’s ability to scale alongside this growth without requiring disruptive overhauls, with ease of use as a key component of this criterion.
Reporting, transparency, and access
Clear, timely reporting is critical for family offices, but not all stakeholders engage with financial data the same way. Principals may need high-level snapshots and summaries, while analysts and advisors often need to dive deep. We evaluated each platform’s reporting capabilities based on flexibility, accuracy, and ease of use across this spectrum.
Integrations and automations
We examined how each platform reduces manual effort through automation, streamlined workflows, and integrations with popular partner platforms. Solutions that replace spreadsheets and disconnected tools ranked higher than those that simply digitize existing inefficiencies.
Platform Reviews
Our Pick: SumIt — Best Overall for Single & Multi-Family Offices
After evaluating the leading platforms used by single and multi-family offices, SumIt stands out as a top pick for family office accounting software in 2026. It combines purpose-built design, modern usability, and deep capabilities that directly address the real-world operations and pain points teams shared during our research — without forcing users to adapt their workflows to the software.
Designed specifically for family offices
SumIt was built from the ground up for family office accounting, addressing the limitations of generic accounting tools that were never intended to support complex ownership structures and multi-entity consolidations. Rather than adapting a corporate ERP or small business product, SumIt’s architecture is shaped around the needs of family offices — from single-family operations to complex multi-family environments. Features like entity hierarchies, ownership visualization, and consolidated reporting are native to the platform rather than bolt-on configurations.
A unified multi-entity general ledger
At the core of SumIt is a modern, powerful general ledger that lets users manage all entities in a single platform. Users can visualize ownership structures and handle inter-entity journal entries with automated eliminations.
For context, broad accounting systems like Sage Intacct provide strong multi-entity consolidations but are designed for enterprise finance teams and often require heavy setup and specialized expertise to model complex family office structures. Meanwhile, more generic platforms frequently leave family offices stitching together separate books or dashboards, which increases reconciliation work and delays insight.
SumIt’s approach eliminates these common, manual efforts by automating repetitive tasks and providing a single source of truth for financial data across the entire office.
Clear reporting for a range of stakeholders
SumIt’s reporting capabilities were built with the full range of family office stakeholders in mind — from high-level net worth snapshots and cash flow summaries for principals to detailed, customizable reports for analysts and external advisors. Users can tailor reporting outputs to suit varying levels of technical comfort and informational depth. This is particularly important in family offices where a single report package may need to serve a principal who wants a one-page overview, an in-house accountant who needs transaction-level detail, and an external CPA preparing tax returns.
Powerful integrations and automations
SumIt integrates with key partners like BILL for streamlined payment management and Addepar for investment data reconciliation. SumIt is one of the only family office accounting platforms with a native Addepar integration, enabling seamless data flow between investment reporting and the general ledger.
These in-platform integrations help family offices reduce manual work while maintaining a comprehensive view of their financial operations — without forcing data exports and re-entries that are common with platforms relying on CSV imports or manual data entry from custodial statements.
Scales with complexity
SumIt has proven to scale with family offices at all stages of growth and complexity:
Overlook Ventures onboarded 19 entities with clarity and speed, reducing time spent on accounts payable and bank reconciliations while enabling tailored reporting from day one
Ieomia, a private single-family office, replaced more than 65 QuickBooks files to centralize and streamline accounting across a complex portfolio
Point North Capital evaluated QuickBooks Enterprise and Sage Intacct before selecting SumIt for its multi-entity consolidation capabilities, real-time data, and cost-effective implementation
Mariner Ultra migrated 150+ entities and now generates consolidated reports across its entire portfolio with a single click
User-friendly to its core
Despite its powerful capabilities, SumIt remains intuitive and easy to use. Many single-family offices operate with lean teams and limited headcount, so SumIt was built with the understanding that not every user is a full-time accountant. Teams can manage complex financial structures without the steep learning curve of traditional enterprise systems.
Family offices using SumIt have reported significant reductions in close time and reconciliation effort, often completing month-end and annual tasks in a fraction of the time previously required on legacy systems.
Where SumIt fits less well
As a newer platform, SumIt has a smaller installed base than legacy providers like Sage Intacct or NetSuite. It is focused specifically on accounting workflows — family offices that need a single platform covering banking, bill pay, investment performance tracking, and accounting in one suite may want to evaluate broader platforms like Archway, Eton Solutions, or FundCount. SumIt’s strength is doing accounting exceptionally well, not being everything to everyone. It partners with best-of-breed tools like BILL and Addepar to create a comprehensive, integrated stack.
QuickBooks Desktop and Online — Best for small, simple accounting environments
QuickBooks is one of the most familiar and widely used accounting tools available, providing straightforward bookkeeping and basic reporting. It works best for smaller family offices beginning their digital journey or those with limited accounting complexity and few entities.
For family offices with more complex needs, QuickBooks often requires maintaining separate company files per entity, manual reconciliation across those files, and supplemental tools to fill critical gaps in reporting and consolidation. As entities multiply, this approach becomes increasingly fragile — teams spend more time managing the limitations of the tool than doing productive accounting work.
It is also worth noting that Intuit has announced the discontinuation of QuickBooks Desktop, pushing users toward QuickBooks Online. While QuickBooks Online offers cloud accessibility, it has historically been less capable for complex accounting scenarios, which may further limit its suitability for growing family offices.
Many family offices that start on QuickBooks eventually outgrow it as they add entities and complexity. Our own customer base includes numerous offices that migrated from QuickBooks after reaching a tipping point where maintaining separate files and manual workarounds became untenable.
Xero — Best for simple, early-stage accounting
Xero is a cloud-native accounting platform marketed toward small businesses. It is user-friendly, affordable, and popular for its simplicity and strong bank integrations. For very small family offices with limited entities and straightforward bookkeeping needs, Xero can be a reasonable starting point.
That said, Xero offers limited support for multi-entity consolidation, complex ownership structures, and advanced reporting. Each entity typically requires a separate Xero organization, with no native way to consolidate across them. Many organizations will outgrow Xero by design after reaching a certain level of complexity, at which point migrating to a more capable platform becomes necessary.
Sage Intacct — Best for complex financial management with in-house teams
Sage Intacct offers strong multi-entity accounting, GAAP-compliant reporting, and enterprise-grade automation, which makes it a solid option for accounting-led teams managing complex structures. It is an especially good option for organizations with dedicated accounting resources, experienced finance professionals, and established relationships with Sage implementation partners.
Sage Intacct’s strength lies in its depth as a financial management platform. It supports sophisticated allocation rules, dimensional reporting, and automated revenue recognition — capabilities that matter for family offices with operating businesses or institutional-grade reporting requirements.
However, because it was designed as a broader financial management platform and not specifically for family offices, customization and implementation can be resource-intensive. Family office–specific features like ownership structure visualization, family-level reporting, and principal-friendly dashboards are not native to the platform and typically require configuration by an implementation partner. Sage Intacct tends to be most suitable when organizations already have experienced finance teams and are willing to invest in a longer, partner-led implementation process.
NetSuite — Best for enterprise ERP requirements
NetSuite is a cloud-based ERP platform that offers strong financial controls, scalability, and a wide ecosystem of modules and integrations. It can support complex organizational structures and is a reasonable choice for family offices that need a full ERP across multiple business functions — particularly those that also manage operating businesses alongside their investment portfolio.
However, NetSuite is one of the priciest options on the market and frequently requires significant implementation effort and ongoing administrative overhead. Many family offices find it overbuilt for their needs, paying for modules and capabilities they never use. NetSuite’s family-office-specific workflows are limited, and customizing the platform for typical family office operations often requires consultants or dedicated internal administrators. It fits best when the family office operates more like a mid-market enterprise than a lean private office.
Microsoft Dynamics GP — Best for legacy Microsoft-based environments
Microsoft Dynamics GP is a legacy accounting system that provides solid core financial functionality for teams already embedded in the Microsoft ecosystem. It can support basic multi-entity accounting through configuration and third-party tools, but was not designed for modern family office complexity.
Importantly, Microsoft has announced it will cease all support for Dynamics GP on December 31, 2029. This means no further updates, security patches, or technical support after that date. Family offices currently on this platform should begin evaluating migration paths now rather than waiting for the support deadline. Many offices in this situation are using the transition as an opportunity to move to a purpose-built family office platform rather than simply migrating to another general-purpose ERP.
SoftLedger — Best for API-first teams with simpler multi-entity needs
SoftLedger is a modern, cloud-native accounting platform with a strong API and fast implementation timeline (approximately 45 days on average). It handles multi-entity consolidation, intercompany eliminations, and real-time reporting well, making it a good fit for technology-forward teams that value speed and developer-friendly architecture.
That said, SoftLedger was not designed specifically for family offices. It may require additional configuration for complex ownership structures, nested entities, and family-office-specific reporting needs. Its ecosystem of family-office-specific integrations is smaller than that of more established players, which may matter for offices with specific custodial or reporting tool requirements. Family offices with straightforward multi-entity setups and strong technical teams will get the most from this platform.
FundCount — Best for Investment-focused accounting
FundCount combines general ledger, investment, and partnership accounting into a single platform, which is valuable for offices with complex investment structures. The platform provides strong portfolio analytics, supports multi-currency operations, and offers partnership allocation capabilities that few competitors match.
FundCount is particularly well-suited for family offices where investment accounting is the primary use case — tracking capital calls, distributions, NAV calculations, and performance across diverse asset classes. It has a strong track record with fund administrators and investment-focused offices.
While comprehensive on the investment side, FundCount can feel less flexible and intuitive for broader family office workflows and reporting needs. The interface has a steeper learning curve compared to newer platforms, and non-investment accounting workflows may require additional configuration. Teams that primarily need a strong general ledger with family-office-specific usability may find other options more approachable.
Archway Platform (SEI) — Best for large, institutional-scale family offices
Archway provides enterprise-grade accounting and reporting tailored for highly complex environments, often paired with outsourced services from SEI. The platform can handle sophisticated family office ownership structures, including master-feeder, fund-of-funds, and nested entities. Archway automatically creates the underlying journal entries behind complex back-office operations, including investment activity, cash management, and partnership tracking.
For the largest family offices — those managing billions in assets across dozens of entities and jurisdictions — Archway offers a level of institutional-grade depth that few competitors can match. The platform’s reporting capabilities are particularly strong for offices that need sophisticated, presentation-quality report packages for family members and external advisors.
However, Archway comes with a higher cost and less flexibility, making it less accessible for leaner teams. Many Archway implementations are bundled with outsourced accounting services from SEI, which can be both a benefit (access to experienced staff) and a limitation (less control over day-to-day operations). It is best suited for large, institutional-scale family offices with the resources and budget for enterprise-grade tools.
Eton Solutions — Best for multi-family offices seeking a comprehensive wealth platform
Eton Solutions offers AtlasFive, a broad platform designed to cover accounting, investment reporting, document management, client portals, and workflow automation for family offices. The platform positions itself as a comprehensive operating system for wealth management, particularly for multi-family offices and larger single-family offices that need capabilities spanning beyond accounting alone.
Eton’s strength is in breadth — the platform aims to consolidate multiple back-office functions into a single environment, reducing the number of disconnected tools an office needs to manage. For multi-family offices that serve multiple client families, the platform includes client-facing portal capabilities and relationship management features that pure accounting platforms typically do not offer.
The trade-off is complexity and cost. Eton Solutions is positioned at the enterprise end of the market, with implementation timelines and pricing that reflect the platform’s breadth. Leaner single-family offices or offices that primarily need a strong general ledger may find the platform overbuilt for their core needs. Additionally, as a comprehensive platform, the depth of any individual module (accounting, reporting, document management) may not match best-of-breed alternatives in each category.
Signs You’ve Outgrown Your Current Accounting Software
One of the most common questions we hear from family offices is not, “Which platform should we use?” but rather “How do we know when it’s time to switch?” Based on our conversations, here are the clearest signals that your current accounting software is no longer serving your needs:
You’re maintaining separate files or books per entity
If every trust, LLC, and holding company requires its own QuickBooks file or Xero organization, and consolidation involves exporting data to Excel and manually combining it, you have outgrown your current system. This is the single most common pain point we hear, and it compounds with every new entity.
Month-end close takes weeks instead of days
Family offices on well-suited platforms typically close their books in days, not weeks. If your close process involves chasing down data across multiple systems, manually reconciling intercompany transactions, and rebuilding reports from scratch each month, the software is the bottleneck.
Reporting requires significant manual effort
If producing a consolidated net worth statement, a cash flow summary for a principal, or a report package for an advisor requires hours of Excel manipulation, your platform is not meeting your reporting needs. Modern platforms should generate these outputs directly from the system.
You’re spending more time configuring the tool than using it
When workarounds become the norm — custom Excel templates to compensate for missing features, manual journal entries to handle intercompany activity, separate tools for bill pay and bank reconciliation — you’re working around the software rather than with it.
New entities or structures create disproportionate work
Adding a new trust, partnership, or holding company should be a configuration task, not a project. If onboarding a new entity means setting up an entirely new system instance, rebuilding report templates, and rethinking your consolidation process, your platform was not designed for multi-entity complexity.
Your team is growing, but your tools are not keeping up
As family offices add staff, the need for role-based access, audit trails, and collaborative workflows increases. If your current system lacks user permissions, change tracking, or the ability for multiple team members to work simultaneously, it is time to evaluate purpose-built alternatives.
Your vendor has announced end-of-life
This applies directly to family offices currently on Microsoft Dynamics GP (end-of-life December 2029) and QuickBooks Desktop (being phased out by Intuit). If your platform is entering sunset, treat it as an opportunity to upgrade to a system designed for your current and future needs rather than simply migrating to the closest available alternative.
If three or more of these signs resonate with your current situation, it is likely time to evaluate a platform designed for the complexity you are managing today — and the complexity you will be managing in 2–3 years.
Frequently Asked Questions
What is the best family office accounting software?
The best family office accounting software is designed specifically to handle complex ownership structures, multi-entity accounting, and the diverse reporting needs of family office stakeholders. Based on our evaluation, SumIt stands out as the strongest overall option for 2026 due to its native family-office architecture, unified multi-entity general ledger, and flexible reporting. Sage Intacct remains strong for teams with deep accounting resources, and platforms like Archway and Eton Solutions serve the enterprise end of the market.
Can QuickBooks be used for a family office?
QuickBooks can work for smaller or simpler family offices, particularly those with limited entities and basic accounting needs. However, it lacks native support for multi-entity consolidation, complex ownership structures, and family-office-specific reporting. Family offices managing more than a handful of entities typically find that QuickBooks requires maintaining separate company files and significant manual reconciliation, which leads many growing offices to migrate to purpose-built platforms. Additionally, Intuit’s decision to discontinue QuickBooks Desktop may prompt earlier transitions for offices relying on that version.
What features should family office accounting software include?
Family office accounting software should include a unified multi-entity general ledger, automated consolidations and intercompany eliminations, flexible reporting for different stakeholder needs, strong auditability, and integrations with banks, custodians, and investment platforms. The software should support both high-level reporting for principals and detailed analysis for accountants and advisors. Audit trail capabilities, role-based access controls, and SOC 2 compliance are also increasingly important.
How much does family office accounting software cost?
Pricing varies widely depending on the platform, number of entities, and level of complexity. Modern, purpose-built platforms typically range from $10,000 to $50,000 per year on subscription-based pricing that scales with the size and needs of the office. Enterprise solutions like NetSuite, Archway, or Eton Solutions can exceed $100,000 annually when including implementation and ongoing administration. Simpler options like QuickBooks or Xero start under $5,000 per year but often require supplemental tools as complexity grows.
Is SumIt built specifically for family offices?
Yes. SumIt was designed from the ground up for single- and multi-family offices, rather than adapted from fund accounting or corporate ERP systems. Its architecture, workflows, and reporting capabilities are built to support the unique operational needs of family offices at every stage of growth.
When should a family office switch from QuickBooks to a dedicated platform?
The most common trigger is when the number of entities or structural complexity makes maintaining separate QuickBooks files untenable. If your team is spending more time on manual consolidation, intercompany reconciliation, and Excel-based workarounds than on productive accounting work, it is likely time to evaluate a purpose-built platform. Other signals include month-end close taking weeks rather than days, difficulty producing consolidated reports, and the need for multi-user collaboration with role-based access. See the “Signs You’ve Outgrown Your Current Software” section above for a complete checklist.
What is the difference between a purpose-built family office platform and an all-in-one suite?
Purpose-built family office accounting platforms like SumIt focus specifically on delivering best-in-class accounting capabilities — a strong general ledger, multi-entity consolidation, flexible reporting, and strategic integrations with partner tools. All-in-one suites attempt to cover accounting, banking, bill pay, investment tracking, and other functions within a single platform.
The trade-off is typically depth versus breadth: purpose-built platforms tend to offer deeper accounting functionality and more refined workflows, while all-in-one suites offer convenience and fewer vendor relationships to manage. The right choice depends on whether your office prioritizes accounting depth and best-of-breed integrations or platform consolidation.
Is family office accounting software scalable as offices grow?
The best family office accounting platforms are designed to scale as offices add entities, investments, and internal teams. Solutions like SumIt support growth from lean single-family offices with minimal staff to complex multi-family structures with dozens of entities, without requiring a disruptive system overhaul. When evaluating scalability, ask vendors how pricing changes as you add entities, whether the system supports role-based access for growing teams, and whether consolidation performance degrades as entity count increases.
Final Verdict
After evaluating the leading platforms across the criteria that matter most to family offices, SumIt stands out as the strongest overall solution for 2026. Its architecture is native to family office workflows, its multi-entity general ledger eliminates the manual consolidation work that plagues teams on generic tools, and its reporting is built for the full range of stakeholders — from principals who want high-level visibility to analysts who need to go deep.
Other platforms excel in specific areas. Sage Intacct is a strong choice for teams with deep accounting resources and enterprise finance backgrounds. FundCount stands out for investment-heavy operations. Archway and Eton Solutions serve the needs of the largest, most complex institutional-scale offices. And for smaller offices just getting started, QuickBooks remains a familiar starting point — though most offices with growing complexity will eventually need to migrate to a more capable platform.
Ultimately, the best choice depends on your office’s specific structure, complexity, and priorities. We built this guide to help you navigate that decision with clarity — and we encourage you to evaluate every platform on this list against your own requirements.
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