SumIt SFO
Single Family Office Software for Modern Family Office Accounting
Single Family Office Software for Modern Family Office Accounting
Single Family Office Software for Modern Family Office Accounting
All your bookkeeping and entity information lives in one place, so you never have to look elsewhere to manage your accounting. Whether you use the Lender case or another structure, SumIt’s single family office software centralizes bookkeeping, entity management, and financial reporting in one unified platform.
All your bookkeeping and entity information lives in one place, so you never have to look elsewhere to manage your accounting. Whether you use the Lender case or another structure, SumIt’s single family office software centralizes bookkeeping, entity management, and financial reporting in one unified platform.
All your bookkeeping and entity information lives in one place, so you never have to look elsewhere to manage your accounting. Whether you use the Lender case or another structure, SumIt’s single family office software centralizes bookkeeping, entity management, and financial reporting in one unified platform.
The Problem Today
Why Traditional Accounting Tools Fail Single Family Offices
Multiple entities, manual reconciliations, endless spreadsheets — sound familiar?
Many single family offices (SFOs) rely on accounting tools that weren’t designed for complex ownership structures and inter-entity activity. SumIt’s single-family office software understands your entity structure and lets you visualize it.
SumIt helps you intelligently query information across the board, book inter-entity journal entries, and run consolidated financial statements — all in an intuitive interface built specifically for family office accounting.
The Problem Today
Why Traditional Accounting Tools Fail Single Family Offices
Multiple entities, manual reconciliations, endless spreadsheets — sound familiar?
Many single family offices (SFOs) rely on accounting tools that weren’t designed for complex ownership structures and inter-entity activity. SumIt’s single-family office software understands your entity structure and lets you visualize it.
SumIt helps you intelligently query information across the board, book inter-entity journal entries, and run consolidated financial statements — all in an intuitive interface built specifically for family office accounting.
The Problem Today
Why Traditional Accounting Tools Fail Single Family Offices
Multiple entities, manual reconciliations, endless spreadsheets — sound familiar?
Many single family offices (SFOs) rely on accounting tools that weren’t designed for complex ownership structures and inter-entity activity. SumIt’s single-family office software understands your entity structure and lets you visualize it.
SumIt helps you intelligently query information across the board, book inter-entity journal entries, and run consolidated financial statements — all in an intuitive interface built specifically for family office accounting.
SumIt SFO
Simplify single family office accounting.
SumIt offers a suite of features specifically designed for single family office software users and family office accountants. You'll save time, gain trust in your financial data, and focus less on manual processes and more on strategic activities and decisions.
Connected Bank Feeds to 10,000+ Institutions
We use Plaid and Mastercard to pull transactional data directly into our single-family office software (e.g., access checking, savings, business, credit card, and brokerage accounts), helping streamline family office bookkeeping.
Visual Entity Map
See a contextual view of all your entities in one place and gain transaction flow transparency across all members within your single-family office structure.
Net Worth Statement
With one click, see a consolidated view of your net worth across all your entities with the correct ownership percentages applied — purpose-built for SFOs.
Source & Use of Cash Statement
See your sources and uses of cash in one space and create corresponding budgets to support clearer financial reporting and cash management.
Custom Reports
Build reports once to use time and again. Create your own groupings on your P&L with custom reporting capabilities designed for family office accounting and reporting needs.
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 consolidated reports.
Direct Integrations with BILL & Addepar
Proprietary integrations with BILL and Addepar allow for simple and reliable data sync between platforms, connecting your bill pay and investment reporting directly within your family office software.
Looking for Multi Family Solutions?
SumIt SFO
Simplify single family office accounting.
SumIt offers a suite of features specifically designed for single family office software users and family office accountants. You'll save time, gain trust in your financial data, and focus less on manual processes and more on strategic activities and decisions.
Connected Bank Feeds to 10,000+ Institutions
We use Plaid and Mastercard to pull transactional data directly into our single-family office software (e.g., access checking, savings, business, credit card, and brokerage accounts), helping streamline family office bookkeeping.
Visual Entity Map
See a contextual view of all your entities in one place and gain transaction flow transparency across all members within your single-family office structure.
Net Worth Statement
With one click, see a consolidated view of your net worth across all your entities with the correct ownership percentages applied — purpose-built for SFOs.
Source & Use of Cash Statement
See your sources and uses of cash in one space and create corresponding budgets to support clearer financial reporting and cash management.
Custom Reports
Build reports once to use time and again. Create your own groupings on your P&L with custom reporting capabilities designed for family office accounting and reporting needs.
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 consolidated reports.
Direct Integrations with BILL & Addepar
Proprietary integrations with BILL and Addepar allow for simple and reliable data sync between platforms, connecting your bill pay and investment reporting directly within your family office software.
Looking for Multi Family Solutions?
SumIt SFO
Simplify single family office accounting.
SumIt offers a suite of features specifically designed for single family office software users and family office accountants. You'll save time, gain trust in your financial data, and focus less on manual processes and more on strategic activities and decisions.
Connected Bank Feeds to 10,000+ Institutions
We use Plaid and Mastercard to pull transactional data directly into our single-family office software (e.g., access checking, savings, business, credit card, and brokerage accounts), helping streamline family office bookkeeping.
Visual Entity Map
See a contextual view of all your entities in one place and gain transaction flow transparency across all members within your single-family office structure.
Net Worth Statement
With one click, see a consolidated view of your net worth across all your entities with the correct ownership percentages applied — purpose-built for SFOs.
Source & Use of Cash Statement
See your sources and uses of cash in one space and create corresponding budgets to support clearer financial reporting and cash management.
Custom Reports
Build reports once to use time and again. Create your own groupings on your P&L with custom reporting capabilities designed for family office accounting and reporting needs.
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 consolidated reports.
Direct Integrations with BILL & Addepar
Proprietary integrations with BILL and Addepar allow for simple and reliable data sync between platforms, connecting your bill pay and investment reporting directly within your family office software.
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.
