CFO/Accountant
SumIt helps you focus on insights.
SumIt helps you focus on insights.
SumIt helps you focus on insights.
Let SumIt simplify your multi-entity environment so you can get time back to focus on serving your family.
Let SumIt simplify your multi-entity environment so you can get time back to focus on serving your family.
Let SumIt simplify your multi-entity environment so you can get time back to focus on serving your family.
The SumIt Difference
Optimize key workflows with SumIt.
Optimize key workflows with SumIt.
Optimize key workflows with SumIt.
Confidently bring data in
Bring in data from multiple sources (checking, savings, credit card, business, and brokerage accounts) with Plaid, Mastercard, BILL, and Addepar.
Efficiently book and reconcile
Automatically apply categories for transactions, create inter-entity journal entries, and reconcile through AI.
Create reports with a single click
Consolidate with a few clicks — rest assured that your eliminations are done automatically.
Your entities at a glance.
Your entities at a glance.
Your entities at a glance.
SumIt simplifies the management of your accounting and that starts with visualizing your entities. What types of entities are they? Who owns them? What is their ownership percentage? All these questions can be easily answered with just one view.
SumIt simplifies the management of your accounting and that starts with visualizing your entities. What types of entities are they? Who owns them? What is their ownership percentage? All these questions can be easily answered with just one view.
SumIt simplifies the management of your accounting and that starts with visualizing your entities. What types of entities are they? Who owns them? What is their ownership percentage? All these questions can be easily answered with just one view.
Multi-entity made easy.
Multi-entity made easy.
Multi-entity made easy.
Due to/froms, contributions/distributions, management fee income/expense — all these pairs of accounts can be easily set up on SumIt. Inter-entity journal entries are then automated, so you can book everything in one place. You can also run consolidated reports that easily eliminate that activity, without extra work.
Due to/froms, contributions/distributions, management fee income/expense — all these pairs of accounts can be easily set up on SumIt. Inter-entity journal entries are then automated, so you can book everything in one place. You can also run consolidated reports that easily eliminate that activity, without extra work.
Due to/froms, contributions/distributions, management fee income/expense — all these pairs of accounts can be easily set up on SumIt. Inter-entity journal entries are then automated, so you can book everything in one place. You can also run consolidated reports that easily eliminate that activity, without extra work.
Family office reporting.
Family office reporting.
Family office reporting.
Run statements that make sense for your office and the family members you serve. Whether it's running a cash flow statement using sources and uses of cash, or a net worth statement with the right ownership percentages applied, SumIt is specifically designed so that you don’t have to re-work these reports.
Run statements that make sense for your office and the family members you serve. Whether it's running a cash flow statement using sources and uses of cash, or a net worth statement with the right ownership percentages applied, SumIt is specifically designed so that you don’t have to re-work these reports.
Run statements that make sense for your office and the family members you serve. Whether it's running a cash flow statement using sources and uses of cash, or a net worth statement with the right ownership percentages applied, SumIt is specifically designed so that you don’t have to re-work these reports.
Customer Testimonial
“A lot of larger companies are just looking to make a sale and move on to the next, leaving the wants and needs of those already onboarded in the rear-view mirror. For those that want to be heard and have their opinions taken into consideration, SumIt is the right choice.”
— Paul Weller, CFO at Temerity Capital Partners (SFO)
Customer Testimonial
“A lot of larger companies are just looking to make a sale and move on to the next, leaving the wants and needs of those already onboarded in the rear-view mirror. For those that want to be heard and have their opinions taken into consideration, SumIt is the right choice.”
— Paul Weller, CFO at Temerity Capital Partners (SFO)
Customer Testimonial
“A lot of larger companies are just looking to make a sale and move on to the next, leaving the wants and needs of those already onboarded in the rear-view mirror. For those that want to be heard and have their opinions taken into consideration, SumIt is the right choice.”
— Paul Weller, CFO at Temerity Capital Partners (SFO)
Get In Touch
Talk with Team SumIt
Talk with Team SumIt
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