Family Office Reporting Software
SumIt's reporting is built specifically for family offices: out-of-the-box statements, consolidated reporting across complex ownership structures, ad hoc analysis across all entities, and AI-ready data, on a single platform.
Export data from the general ledger for each separate entity
Rekey statements from private banks and other financial institutions, at risk of error every time
Rebuild the cash flow report in a format the family can read
Reformat the same reports for each principal, every month
Every report your family office needs, produced from accurate books.
Most accounting software on the market produces a cash flow statement that starts with net income and works backward, the GAAP format corporate businesses use.
SumIt's cash flow statement is a source and use of cash report: a direct view of money coming in and money going out.
Entity complexity sits at the core of family office reporting. SumIt runs full consolidation with automatic eliminations of inter-entity transactions, simple combines, equity pick-up, and net worth statements that apply cascading ownership percentages through complex ownership structures, all in a single click.
Private equity funds, real estate holdings, and alternative investments held in separate entities across multi-entity structures roll into one consolidated view, showing the value each principal actually owns.
When a principal asks a real-world question, like how much went to legal fees last quarter or what a vendor was paid across all entities this year, SumIt's Register lets you address it on demand.
A built-in pivot table gives you direct access to every transaction across your entity structures, with full transparency down to each entry and the same user permissions and security as the rest of your books. Filter, group, and use the ability to save views, so the analysis you run every month is ready the next time.
Through SumIt's MCP Connector, your financial data connects to any AI tool that supports the Model Context Protocol, including Claude and ChatGPT. A question that would take 5 to 10 clicks gets answered with a single prompt.
Your team gets real-time visibility into validated data from the general ledger, with no report to build first.
Developed in partnership with multi-family office clients, SumIt's reporting can be individualized per family: formatting, style, logos, and presentation.
A single family office gets every report in its principals' preferred format. A multi-family office serving many clients keeps each family's reports consistent at scale, which brings real operational efficiency to the back office.
SumIt keeps the books for every entity in one system and focuses on the reports that come from them.
Bill pay workflow automation runs through Bill.com, and document management stays in the specialized tools your office already uses.
Phil Boscarino
Director of Family Office Services at Mariner Ultra
What types of financial reports does SumIt produce for family offices?
SumIt produces reports purpose-built for family offices: a source and use cash flow statement, consolidated reports across multiple entities and ownership tiers, budget versus actual comparisons, net worth statements, and ad hoc pivot-table views of any transaction. Reports can be customized in formatting, style, and branding for each family.
How is SumIt's cash flow statement different from a standard accounting cash flow report?
How does SumIt handle ad hoc reporting requests from principals?
Can family offices use AI tools to query their SumIt financial data?
Can SumIt produce separately branded reports for different families within a multi-family office?
What is family office reporting software?
What is the best family office reporting software?
Try SumIt Today
Modernize Your Back Office, Today.
Bring the report your family asks for most, and we will build it live in SumIt. Most clients go live in as early as six weeks, with ongoing support from a team that understands family office operations.
