Elevate Your Time and Impact

Go beyond the limitations of basic family office accounting software such as Excel and QuickBooks, and avoid the painful headaches of overly advanced systems.

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Rise Above Basic,

Dodge the Pain of Complex

Next generation general ledger-based software focused on centralizing, consolidating, and automating family office financial data through an intuitive and delightful interface.

Screenshot of SumIt product showing the Entity Management feature.A screenshot of the SumIt entity details overview.

Simplicity Meets Sophistication

In a landscape where family office software can either oversimplify or overwhelm, SumIt lets you do more with less.

Centralized Entity
Management

Track and access up-to-date information about your entities in one place

Automated
Recording

Book journal entries between and across entities in one place

Consolidated
Reports

Gain financial visibility across your family office entities with one click

Multi-Entity Rules Engine for Transaction Categorization

Apply rules to automatically categorize transactions across bank accounts and entities, regardless of how many you have, so that you can focus on strategic tasks. 

A screenshot of the SumIt transaction categorization feature.
A screenshot of the SumIt inter-entity journal entry builder.

Automatic Creation of
Inter-Entity Journal Entries

Book inter-entity entries in one view and let the system create all your due to / from transactions for you. You will never forget the other side of an inter-entity transaction.

Consolidated Statements at a Click

One unique chart of accounts across all entities allows you to consolidate your entities and show how you arrived at this consolidated report, all in one place and with just one click.

A screenshot of the SumIt consolidated reporting functionality.

Ready to Relieve the Pain?

Complete the form below to meet with us and learn how you can relieve the pain of too-basic and too-complex family office software.

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