Our Clients
Meet SumIt's Clients
Meet SumIt's Clients
Single-family and multi-family offices use SumIt to manage their books across every entity. Our users include controllers and analysts as well as principals and family members. These case studies show how each of them works with SumIt.
Oceana Blue replaced QuickBooks and Excel with SumIt to produce formal financial statements, consolidate multi-entity data, and build the accounting foundation for next-generation planning.
T Office eliminated 90-day reporting delays by bringing accounting in-house with SumIt, achieving real-time financial visibility across multiple entities with a lean team.
P Holdings eliminates key-man risk and handles 1,800+ monthly transactions from a single brokerage account using SumIt's investment-aware general ledger and native Addepar integration.
Compleet Family Office Solutions scaled a 22-entity structure, eliminated Excel consolidations, and accelerated tax planning using SumIt’s purpose-built family office accounting software.
Ieomia outgrew traditional accounting software as managing multiple entities became fragmented and manual. Learn how they moved to SumIt to streamline workflows, standardize reporting, replace 65+ QuickBooks files, and dramatically reduce review time.
Overlook Ventures successfully onboarded 19 entities using SumIt Software, cutting the time spent on AP and bank reconciliations and giving the family clear, flexible reporting from day one.
Veridian selected SumIt for its intuitive interface, multi-entity general ledger, and long-term innovation potential, and SumIt is now positioned as a core component of Veridian’s growth strategy.
Red Ace Capital Management has seen significant acceleration in its month-end workflows and enjoys the benefit of SumIt’s advanced, centralized entity management.
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button," reports Phil Boscarino, CFP® and Director of Family Office Services at Mariner Ultra
TRM cuts reporting and reconciliation time in half with SumIt, replacing manual workflows with streamlined, integrated reporting.
SumIt gives Point North Capital confidence to handle complex entries and expand operations with ease
“For those looking for something more than QuickBooks but not wanting to spend a fortune, SumIt is a great alternative. It streamlines inter‑entity transactions and reconciles accounts across multiple entities with minimal complexity.” — Sophia Franco, CFO
“I have great enthusiasm for SumIt. I have found it to be an incredible product that perfectly fits my needs. Because of this, I am truly excited about its success and longevity.”
“I have great enthusiasm for SumIt. I have found it to be an incredible product that perfectly fits my needs. Because of this, I am truly excited about its success and longevity.”
Customer Success Stories
Customer Success Stories
Oceana Blue replaced QuickBooks and Excel with SumIt to produce formal financial statements, consolidate multi-entity data, and build the accounting foundation for next-generation planning.
T Office eliminated 90-day reporting delays by bringing accounting in-house with SumIt, achieving real-time financial visibility across multiple entities with a lean team.
P Holdings eliminates key-man risk and handles 1,800+ monthly transactions from a single brokerage account using SumIt's investment-aware general ledger and native Addepar integration.
Compleet Family Office Solutions scaled a 22-entity structure, eliminated Excel consolidations, and accelerated tax planning using SumIt’s purpose-built family office accounting software.
Ieomia outgrew traditional accounting software as managing multiple entities became fragmented and manual. Learn how they moved to SumIt to streamline workflows, standardize reporting, replace 65+ QuickBooks files, and dramatically reduce review time.
Overlook Ventures successfully onboarded 19 entities using SumIt Software, cutting the time spent on AP and bank reconciliations and giving the family clear, flexible reporting from day one.
Veridian selected SumIt for its intuitive interface, multi-entity general ledger, and long-term innovation potential, and SumIt is now positioned as a core component of Veridian’s growth strategy.
Red Ace Capital Management has seen significant acceleration in its month-end workflows and enjoys the benefit of SumIt’s advanced, centralized entity management.
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button," reports Phil Boscarino, CFP® and Director of Family Office Services at Mariner Ultra
TRM cuts reporting and reconciliation time in half with SumIt, replacing manual workflows with streamlined, integrated reporting.
SumIt gives Point North Capital confidence to handle complex entries and expand operations with ease
“For those looking for something more than QuickBooks but not wanting to spend a fortune, SumIt is a great alternative. It streamlines inter‑entity transactions and reconciles accounts across multiple entities with minimal complexity.” — Sophia Franco, CFO
“I have great enthusiasm for SumIt. I have found it to be an incredible product that perfectly fits my needs. Because of this, I am truly excited about its success and longevity.”
“I have great enthusiasm for SumIt. I have found it to be an incredible product that perfectly fits my needs. Because of this, I am truly excited about its success and longevity.”
Oceana Blue replaced QuickBooks and Excel with SumIt to produce formal financial statements, consolidate multi-entity data, and build the accounting foundation for next-generation planning.
T Office eliminated 90-day reporting delays by bringing accounting in-house with SumIt, achieving real-time financial visibility across multiple entities with a lean team.
P Holdings eliminates key-man risk and handles 1,800+ monthly transactions from a single brokerage account using SumIt's investment-aware general ledger and native Addepar integration.
Compleet Family Office Solutions scaled a 22-entity structure, eliminated Excel consolidations, and accelerated tax planning using SumIt’s purpose-built family office accounting software.
Ieomia outgrew traditional accounting software as managing multiple entities became fragmented and manual. Learn how they moved to SumIt to streamline workflows, standardize reporting, replace 65+ QuickBooks files, and dramatically reduce review time.
Overlook Ventures successfully onboarded 19 entities using SumIt Software, cutting the time spent on AP and bank reconciliations and giving the family clear, flexible reporting from day one.
Veridian selected SumIt for its intuitive interface, multi-entity general ledger, and long-term innovation potential, and SumIt is now positioned as a core component of Veridian’s growth strategy.
Red Ace Capital Management has seen significant acceleration in its month-end workflows and enjoys the benefit of SumIt’s advanced, centralized entity management.
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button," reports Phil Boscarino, CFP® and Director of Family Office Services at Mariner Ultra
TRM cuts reporting and reconciliation time in half with SumIt, replacing manual workflows with streamlined, integrated reporting.
SumIt gives Point North Capital confidence to handle complex entries and expand operations with ease
“For those looking for something more than QuickBooks but not wanting to spend a fortune, SumIt is a great alternative. It streamlines inter‑entity transactions and reconciles accounts across multiple entities with minimal complexity.” — Sophia Franco, CFO
“I have great enthusiasm for SumIt. I have found it to be an incredible product that perfectly fits my needs. Because of this, I am truly excited about its success and longevity.”
“I have great enthusiasm for SumIt. I have found it to be an incredible product that perfectly fits my needs. Because of this, I am truly excited about its success and longevity.”
Oceana Blue replaced QuickBooks and Excel with SumIt to produce formal financial statements, consolidate multi-entity data, and build the accounting foundation for next-generation planning.
T Office eliminated 90-day reporting delays by bringing accounting in-house with SumIt, achieving real-time financial visibility across multiple entities with a lean team.
P Holdings eliminates key-man risk and handles 1,800+ monthly transactions from a single brokerage account using SumIt's investment-aware general ledger and native Addepar integration.
Compleet Family Office Solutions scaled a 22-entity structure, eliminated Excel consolidations, and accelerated tax planning using SumIt’s purpose-built family office accounting software.
Ieomia outgrew traditional accounting software as managing multiple entities became fragmented and manual. Learn how they moved to SumIt to streamline workflows, standardize reporting, replace 65+ QuickBooks files, and dramatically reduce review time.
Overlook Ventures successfully onboarded 19 entities using SumIt Software, cutting the time spent on AP and bank reconciliations and giving the family clear, flexible reporting from day one.
Veridian selected SumIt for its intuitive interface, multi-entity general ledger, and long-term innovation potential, and SumIt is now positioned as a core component of Veridian’s growth strategy.
Red Ace Capital Management has seen significant acceleration in its month-end workflows and enjoys the benefit of SumIt’s advanced, centralized entity management.
"We've been able to migrate complex clients (150+ entities) and make reporting as easy as a click of a button," reports Phil Boscarino, CFP® and Director of Family Office Services at Mariner Ultra
TRM cuts reporting and reconciliation time in half with SumIt, replacing manual workflows with streamlined, integrated reporting.
SumIt gives Point North Capital confidence to handle complex entries and expand operations with ease
“For those looking for something more than QuickBooks but not wanting to spend a fortune, SumIt is a great alternative. It streamlines inter‑entity transactions and reconciles accounts across multiple entities with minimal complexity.” — Sophia Franco, CFO
“I have great enthusiasm for SumIt. I have found it to be an incredible product that perfectly fits my needs. Because of this, I am truly excited about its success and longevity.”
“I have great enthusiasm for SumIt. I have found it to be an incredible product that perfectly fits my needs. Because of this, I am truly excited about its success and longevity.”
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