Implementation
Go live in as early as 6 weeks with white-glove onboarding.
SumIt uses cutting-edge technology to help you migrate your data from your old systems to our general ledger. Everything is streamlined, in one place, and is accompanied by world-class customer service.
Implementation
Go live in as early as 6 weeks with white-glove onboarding.
SumIt uses cutting-edge technology to help you migrate your data from your old systems to our general ledger. Everything is streamlined, in one place, and is accompanied by world-class customer service.
Implementation
Go live in as early as 6 weeks with white-glove onboarding.
SumIt uses cutting-edge technology to help you migrate your data from your old systems to our general ledger. Everything is streamlined, in one place, and is accompanied by world-class customer service.
Testimonial
We Do The Heavy Lifting.
Most family offices delay switching accounting systems because implementation is overwhelming. We handle the data migration and setup on your behalf—so you can go live without the operational burden.
"Most family offices delay switching accounting systems because implementation is overwhelming. SumIt handled the data migration and setup on our behalf—so we could go live without the operational burden."
— David Fried, CFO at Red Ace Capital
Testimonial
We Do The Heavy Lifting.
Most family offices delay switching accounting systems because implementation is overwhelming. We handle the data migration and setup on your behalf—so you can go live without the operational burden.
"Most family offices delay switching accounting systems because implementation is overwhelming. SumIt handled the data migration and setup on our behalf—so we could go live without the operational burden."
— David Fried, CFO at Red Ace Capital
Testimonial
We Do The Heavy Lifting.
Most family offices delay switching accounting systems because implementation is overwhelming. We handle the data migration and setup on your behalf—so you can go live without the operational burden.
"Most family offices delay switching accounting systems because implementation is overwhelming. SumIt handled the data migration and setup on our behalf—so we could go live without the operational burden."
— David Fried, CFO at Red Ace Capital
How SumIt Stacks Up
How We're Different
Traditional Implementation
SumIt Implementation
You handle data migration
We migrate your data
You configure all entities
We set up your structure
Generic support tickets
Dedicated implementation specialist
6-9 month timeline
Go live in as little as 6 weeks
Additional consulting fees
Included in onboarding
SumIt Implementation
We migrate your data
We set up your structure
Dedicated implementation specialist
Go live in as little as 6 weeks
Included in onboarding
Traditional Implementation
You handle data migration
You configure all entities
Generic support tickets
6-9 month timeline
Additional consulting fees
How SumIt Stacks Up
How We're Different
Traditional Implementation
SumIt Implementation
You handle data migration
We migrate your data
You configure all entities
We set up your structure
Generic support tickets
Dedicated implementation specialist
6-9 month timeline
Go live in as little as 6 weeks
Additional consulting fees
Included in onboarding
SumIt Implementation
We migrate your data
We set up your structure
Dedicated implementation specialist
Go live in as little as 6 weeks
Included in onboarding
Traditional Implementation
You handle data migration
You configure all entities
Generic support tickets
6-9 month timeline
Additional consulting fees
How SumIt Stacks Up
How We're Different
Traditional Implementation
SumIt Implementation
You handle data migration
We migrate your data
You configure all entities
We set up your structure
Generic support tickets
Dedicated implementation specialist
6-9 month timeline
Go live in as little as 6 weeks
Additional consulting fees
Included in onboarding
SumIt Implementation
We migrate your data
We set up your structure
Dedicated implementation specialist
Go live in as little as 6 weeks
Included in onboarding
Traditional Implementation
You handle data migration
You configure all entities
Generic support tickets
6-9 month timeline
Additional consulting fees
Getting Started
Our Implementation Playbook
We have migrated thousands of books and distilled this down to the following steps. Be in control of your onboarding experience with SumIt.
Step 1 - Entity Mapping
Gather list of entities and any information related to entity structure (ownership percentages) and we will upload this for you.
Step 2 - Charting of Accounts
Step 3 - Migration
Step 4 - Integration & Training
Getting Started
Our Implementation Playbook
We have migrated thousands of books and distilled this down to the following steps. Be in control of your onboarding experience with SumIt.
Step 1 - Entity Mapping
Gather list of entities and any information related to entity structure (ownership percentages) and we will upload this for you.
Step 2 - Charting of Accounts
Step 3 - Migration
Step 4 - Integration & Training
Getting Started
Our Implementation Playbook
We have migrated thousands of books and distilled this down to the following steps. Be in control of your onboarding experience with SumIt.
Step 1 - Entity Mapping
Gather list of entities and any information related to entity structure (ownership percentages) and we will upload this for you.
Step 2 - Charting of Accounts
Step 3 - Migration
Step 4 - Integration & Training
Customer Testimonial
"The team has been open to working with our people to get it right—teaching us how to fish rather than just giving us a fish. It becomes almost joint venture-like, and that collaborative nature is just not common."
"The team has been open to working with our people to get it right—teaching us how to fish rather than just giving us a fish. It becomes almost joint venture-like, and that collaborative nature is just not common."
"The team has been open to working with our people to get it right—teaching us how to fish rather than just giving us a fish. It becomes almost joint venture-like, and that collaborative nature is just not common."
— Craig Armstrong, Managing Partners, Veridian CPA
— Craig Armstrong, Managing Partners, Veridian CPA
— Craig Armstrong, Managing Partners, Veridian CPA
Implementation Collaboration
SumIt is deeply integrated with our partners to ensure a best-in-class system.
You can implement SumIt on its own, or pair it up with BILL or Addepar to enjoy their native capabilities and additional systems.
Implementation Collaboration
SumIt is deeply integrated with our partners to ensure a best-in-class system.
You can implement SumIt on its own, or pair it up with BILL or Addepar to enjoy their native capabilities and additional systems.
Implementation Collaboration
SumIt is deeply integrated with our partners to ensure a best-in-class system.
You can implement SumIt on its own, or pair it up with BILL or Addepar to enjoy their native capabilities and additional systems.
Support
A Dedicated Customer Success Team.
We combine accounting knowledge with what our clients have done — leveraging expertise across both single- and multi-family offices. We are available via Slack, email, or phone and will respond within a couple of hours to any inquiry. For most clients, we have weekly calls to continue evolving our client-vendor relationship, especially as SumIt continues innovating.
Support
A Dedicated Customer Success Team.
We combine accounting knowledge with what our clients have done — leveraging expertise across both single- and multi-family offices. We are available via Slack, email, or phone and will respond within a couple of hours to any inquiry. For most clients, we have weekly calls to continue evolving our client-vendor relationship, especially as SumIt continues innovating.
Support
A Dedicated Customer Success Team.
We combine accounting knowledge with what our clients have done — leveraging expertise across both single- and multi-family offices. We are available via Slack, email, or phone and will respond within a couple of hours to any inquiry. For most clients, we have weekly calls to continue evolving our client-vendor relationship, especially as SumIt continues innovating.
Who leads the implementation?
SumIt’s Customer Success Team is in charge of ensuring that you are up and running smoothly. We believe in white glove service — we roll up our sleeves and work with you to get you live. Yes, even if that means cleaning a lot of old books.
Who leads the implementation?
SumIt’s Customer Success Team is in charge of ensuring that you are up and running smoothly. We believe in white glove service — we roll up our sleeves and work with you to get you live. Yes, even if that means cleaning a lot of old books.
What are some best practices for implementation?
What are some best practices for implementation?
What type of support can I expect after onboarding?
What type of support can I expect after onboarding?
Can I talk to current clients?
Can I talk to current clients?
Who leads the implementation?
SumIt’s Customer Success Team is in charge of ensuring that you are up and running smoothly. We believe in white glove service — we roll up our sleeves and work with you to get you live. Yes, even if that means cleaning a lot of old books.
What are some best practices for implementation?
What type of support can I expect after onboarding?
Can I talk to current clients?
Who leads the implementation?
SumIt’s Customer Success Team is in charge of ensuring that you are up and running smoothly. We believe in white glove service — we roll up our sleeves and work with you to get you live. Yes, even if that means cleaning a lot of old books.
What are some best practices for implementation?
What type of support can I expect after onboarding?
Can I talk to current clients?
Get In Touch
Talk with Team SumIt
Talk with Team SumIt
We enjoy talking with family offices. Experiencing the SumIt platform is easy. Start by completing the form below.
