Multi-Entity and Inter-Entity Accounting
SumIt is built for multi-entity accounting from the ground up. Standardize your chart of accounts, manage transactions across entities in one place, automate inter-entity workflows, and generate consolidated reporting — all without the manual work traditional systems require.
From data input to multi-entity reporting — a clear path through your financial workflow.
One chart of accounts across every entity.
SumIt starts with a shared chart of accounts across all entities. Accounts can be toggled on or off by entity, giving you flexibility without losing standardization. Every interface lets you view and manage all entities at once.
See every transaction in one place.
Transactions Flow to a
Single Workspace
Automatic Rule Creation
Handle due-to / due-from automatically.
When one entity pays on behalf of others, SumIt automatically generates the corresponding journal entry pairs across all relevant entities. Because the system understands these relationships natively, it also knows what to eliminate during consolidation.
Turn your transaction data into answers instantly.
Once data is in SumIt, it lives inside the Register — a transaction database built from every journal entry.
Filter and analyze across all entities, bulk edit transactions, and generate a P&L or income statement across multiple entities with a single click.
Lisa Moss, CPA
Accountant at Compleet Family Office Solutions
How many entities can I manage with SumIt?
There's no limit. Whether you manage 5 entities or 500, SumIt's multi-entity engine handles them all from a single workspace with no per-entity fees or performance trade-offs.
Does SumIt support consolidated reporting across multiple entities?
How does SumIt handle inter-entity transactions and due-to / due-from accounting?
Can SumIt replace QuickBooks or other general-purpose accounting software for a family office?
Is SumIt secure? How does it protect sensitive financial data?
How long does it take to implement SumIt?
Try SumIt 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.
