Strategic Integrations
SumIt focuses on what it does best — family office accounting and general ledger — and integrates with the best tools in each category to complete the picture. Every integration is designed to keep your books accurate without creating additional work for your team.
Direct integrations with the platforms your family office already relies on, built to keep data flowing into your general ledger automatically.
Whatever you do in BILL syncs directly with SumIt, either on a nightly schedule or manually on demand. Payments, approvals, and vendor activity flow into your general ledger without manual entry.
Where SumIt goes further is inter-entity billpay. If you pay a bill on behalf of multiple entities, SumIt automatically generates the corresponding journal entries across all of them — recording each entity's share of the expense and the due-to / due-from relationships in the background.
Every family office uses Addepar differently, and the SumIt integration is built to reflect that. Depending on what your office needs, you can bring in daily transactions to track cash movements, pull in changes in portfolio value, and more.
The result is a general ledger that reflects the full picture of a family office's financial activity, including investments.
SumIt connects to bank accounts through Finicity (Mastercard), Plaid, and direct bank connections built to client specification. Personal checking, savings, business accounts, and brokerage accounts can all feed transactions directly into SumIt, where they can be categorized and posted to your books without manual import.
For banks not covered by Finicity or Plaid, SumIt works with clients to build direct connections based on their specific needs and timeline.
*Supported institutions through Finicity and Plaid vary and are not guaranteed. Contact the team to confirm coverage before getting started.
All of the logic, reflected in every report.
SumIt's MCP Connector makes your financial data accessible to AI tools that support the Model Context Protocol, including ChatGPT, Claude, and others. You can read data out of SumIt and write data back through a natural language prompt, turning workflows that would normally require several clicks into a single instruction.
CFO of P Holdings
What integrations does SumIt support?
SumIt integrates with BILL for bill pay and inter-entity payments, Addepar for investment reporting and portfolio data, and a range of banks and financial institutions through Finicity, Plaid, and direct connections. SumIt also supports the Model Context Protocol (MCP), making your accounting data accessible to AI tools including ChatGPT and Claude.
How does the SumIt and BILL integration work?
What about Addepar? How does SumIt's integration with them work?
Which banks does SumIt connect to?
Does SumIt integrate with AI tools?
Does SumIt plan to add more integrations?
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