SumIt SFO
Unified Family Office Accounting for Your Family.
Unified Family Office Accounting for Your Family.
Unified Family Office Accounting for Your Family.
All your bookkeeping and related entity information lives in one place, so you never have to look anywhere else to do your accounting. See how this translates in your day-to-day work, whether you are using the Lender case or another structure.
All your bookkeeping and related entity information lives in one place, so you never have to look anywhere else to do your accounting. See how this translates in your day-to-day work, whether you are using the Lender case or another structure.
All your bookkeeping and related entity information lives in one place, so you never have to look anywhere else to do your accounting. See how this translates in your day-to-day work, whether you are using the Lender case or another structure.
The Problem Today
Multiple entities, manual reconciliations, endless spreadsheets — sound familiar?
SumIt understands your ownership structure and lets you visualize it. From there, SumIt intelligently helps you query information across the board, book inter-entity journal entries, and run consolidated statements — all in an intuitive interface.
The Problem Today
Multiple entities, manual reconciliations, endless spreadsheets — sound familiar?
SumIt understands your ownership structure and lets you visualize it. From there, SumIt intelligently helps you query information across the board, book inter-entity journal entries, and run consolidated statements — all in an intuitive interface.
The Problem Today
Multiple entities, manual reconciliations, endless spreadsheets — sound familiar?
SumIt understands your ownership structure and lets you visualize it. From there, SumIt intelligently helps you query information across the board, book inter-entity journal entries, and run consolidated statements — all in an intuitive interface.
SumIt SFO
Simplify single‑family office accounting.
SumIt offers a suite of features specifically designed with family office accountants in mind. You'll save time, gain trust in the data, and be able to focus on strategic activities and decisions.
Connected bank feeds to 10,000+ institutions
We use Plaid and Mastercard to pull transactional data into SumIt (e.g., access checking, savings, business, credit card, and brokerage accounts).
Visual entity map
See a contextual view of all your entities in one place and gain transaction flow transparency across existing or new members.
Net Worth Statement
With one click, see a view of your net worth across all your entities with the right ownership percentages applied.
Source & Use of Cash Statement
See your sources and uses of cash in one space and create corresponding budgets.
Custom Reports
Build reports once to use time and again. Build your own groupings on your P&L with our custom reporting capabilities.
Inter-Entity Activity Mastered
Book all your inter-entity journal entries from one place, whether it’s due to/from or contributions/distributions, and have them automatically eliminated in reports.
Looking for Multi-Family Solutions?
SumIt SFO
Simplify single‑family office accounting.
SumIt offers a suite of features specifically designed with family office accountants in mind. You'll save time, gain trust in the data, and be able to focus on strategic activities and decisions.
Connected bank feeds to 10,000+ institutions
We use Plaid and Mastercard to pull transactional data into SumIt (e.g., access checking, savings, business, credit card, and brokerage accounts).
Visual entity map
See a contextual view of all your entities in one place and gain transaction flow transparency across existing or new members.
Net Worth Statement
With one click, see a view of your net worth across all your entities with the right ownership percentages applied.
Source & Use of Cash Statement
See your sources and uses of cash in one space and create corresponding budgets.
Custom Reports
Build reports once to use time and again. Build your own groupings on your P&L with our custom reporting capabilities.
Inter-Entity Activity Mastered
Book all your inter-entity journal entries from one place, whether it’s due to/from or contributions/distributions, and have them automatically eliminated in reports.
Looking for Multi-Family Solutions?
SumIt SFO
Simplify single‑family office accounting.
SumIt offers a suite of features specifically designed with family office accountants in mind. You'll save time, gain trust in the data, and be able to focus on strategic activities and decisions.
Connected bank feeds to 10,000+ institutions
We use Plaid and Mastercard to pull transactional data into SumIt (e.g., access checking, savings, business, credit card, and brokerage accounts).
Visual entity map
See a contextual view of all your entities in one place and gain transaction flow transparency across existing or new members.
Net Worth Statement
With one click, see a view of your net worth across all your entities with the right ownership percentages applied.
Source & Use of Cash Statement
See your sources and uses of cash in one space and create corresponding budgets.
Custom Reports
Build reports once to use time and again. Build your own groupings on your P&L with our custom reporting capabilities.
Inter-Entity Activity Mastered
Book all your inter-entity journal entries from one place, whether it’s due to/from or contributions/distributions, and have them automatically eliminated in reports.
Looking for Multi-Family Solutions?
Customer Testimonial
See how Temerity Capital uses SumIt to reduce quarter-end work by 10–15 days
Paul and his team at Temerity have seen a significant operational impact, with a reduction in time to finalize quarter-end by 10–15 days.
Customer Testimonial
See how Temerity Capital uses SumIt to reduce quarter-end work by 10–15 days
Paul and his team at Temerity have seen a significant operational impact, with a reduction in time to finalize quarter-end by 10–15 days.
Customer Testimonial
See how Temerity Capital uses SumIt to reduce quarter-end work by 10–15 days
Paul and his team at Temerity have seen a significant operational impact, with a reduction in time to finalize quarter-end by 10–15 days.
Testimonials
What Our Users Are Saying About SumIt
Hear about their SumIt experience — unfiltered.
Alex Brown
Accounting Manager
We needed a solution to handle the complex family and estate/business entity structures our clients had, as well as a partner that could keep up with our need to continually innovate
David Fried
CFO
Putting everything into QuickBooks wasn’t going to be cost or time-efficient. It would have cost $100 per month for one transaction.
Lynn Wilczek
Controller
The ability to record and eliminate inter-entity journal entries is a game changer. I know that my entries will balance across my 40 entities.
Paul Weller
CFO
SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be.
Brad
Controller
The aesthetics are very strong - it's easy to use and intuitive. We have already seen 3-4 features implemented based on our feedback making it a better experience for us - that's part of the reason why we decided to partner with you instead of going with Sage
Mike Iberl
CFO
Before SumIt, there were no good solutions for family offices. With one login, I can see all my entities and the ownership structure, it saves me a ton of time.
Testimonials
What Our Users Are Saying About SumIt
Hear about their SumIt experience — unfiltered.
Alex Brown
Accounting Manager
We needed a solution to handle the complex family and estate/business entity structures our clients had, as well as a partner that could keep up with our need to continually innovate
David Fried
CFO
Putting everything into QuickBooks wasn’t going to be cost or time-efficient. It would have cost $100 per month for one transaction.
Lynn Wilczek
Controller
The ability to record and eliminate inter-entity journal entries is a game changer. I know that my entries will balance across my 40 entities.
Paul Weller
CFO
SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be.
Brad
Controller
The aesthetics are very strong - it's easy to use and intuitive. We have already seen 3-4 features implemented based on our feedback making it a better experience for us - that's part of the reason why we decided to partner with you instead of going with Sage
Mike Iberl
CFO
Before SumIt, there were no good solutions for family offices. With one login, I can see all my entities and the ownership structure, it saves me a ton of time.
Testimonials
What Our Users Are Saying About SumIt
Hear about their SumIt experience — unfiltered.
Alex Brown
Accounting Manager
We needed a solution to handle the complex family and estate/business entity structures our clients had, as well as a partner that could keep up with our need to continually innovate
David Fried
CFO
Putting everything into QuickBooks wasn’t going to be cost or time-efficient. It would have cost $100 per month for one transaction.
Lynn Wilczek
Controller
The ability to record and eliminate inter-entity journal entries is a game changer. I know that my entries will balance across my 40 entities.
Paul Weller
CFO
SumIt has had a large impact on our operations. Specifically, it has freed up a lot of time for me to focus elsewhere. ‘Closing the quarter,’ as us accountants say, has been reduced by at least 10-15 days from what it used to be.
Brad
Controller
The aesthetics are very strong - it's easy to use and intuitive. We have already seen 3-4 features implemented based on our feedback making it a better experience for us - that's part of the reason why we decided to partner with you instead of going with Sage
Mike Iberl
CFO
Before SumIt, there were no good solutions for family offices. With one login, I can see all my entities and the ownership structure, it saves me a ton of time.
Pricing
Cost-effective licensing & pricing that makes sense.
SumIt offers flexible plans that scale with your complexity, whether it’s your entity count or the type of integration you need.
Pricing
Cost-Effective Licensing & Pricing that makes sense.
SumIt offers flexible plans that scale with your complexity, whether it’s your entity count or the type of integration you need.
Pricing
Cost-effective licensing & pricing that makes sense.
SumIt offers flexible plans that scale with your complexity, whether it’s your entity count or the type of integration you need.
Can SumIt understand my entity structure and run a net worth statement accordingly?
SumIt can leverage the ownership percentages between entities to run any type of consolidation — full consolidation, equity method, or even a net worth statement.
Can SumIt understand my entity structure and run a net worth statement accordingly?
SumIt can leverage the ownership percentages between entities to run any type of consolidation — full consolidation, equity method, or even a net worth statement.
Can SumIt customize its chart of accounts?
Can SumIt customize its chart of accounts?
What reports can I run on SumIt?
What reports can I run on SumIt?
Can I also build custom reports?
Can I also build custom reports?
Can SumIt understand my entity structure and run a net worth statement accordingly?
SumIt can leverage the ownership percentages between entities to run any type of consolidation — full consolidation, equity method, or even a net worth statement.
Can SumIt customize its chart of accounts?
What reports can I run on SumIt?
Can I also build custom reports?
Can SumIt understand my entity structure and run a net worth statement accordingly?
SumIt can leverage the ownership percentages between entities to run any type of consolidation — full consolidation, equity method, or even a net worth statement.
Can SumIt customize its chart of accounts?
What reports can I run on SumIt?
Can I also build custom reports?
Try SumIt Today
Modernize Your Back Office, Today.
Modernize Your Back Office, 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.
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.
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.
