
SumIt
Powerfully simple family office accounting.
SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
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About SumIt
SumIt offers simple, sophisticated family office software for complex family office accounting. Family office accountants are either underwhelmed or overwhelmed by their software. QuickBooks is too simple, while other solutions can seem too complex with unnecessary features.
SumIt offers an easy-to-use interface where family offices can see all their entities in one place, effortlessly book journal entries, and create consolidated reports in just a few clicks. We integrate with key family office software to ensure your workflows don’t get disrupted. We are here for the accountants to save them time, grow their confidence in the data, and maximise their impact.
More Details
| Attribute | Details |
|---|---|
| Categories | Accounting, Consolidated Reporting |
| Target Segments | Multi-family office, Single-family office |
At a Glance
Deployment
Cloud (SaaS)
Security
SOC 2 Type II certified
Data Hosting
Microsoft Azure (region unspecified)
Custodian Feeds
Not custodian-native; integrates with Addepar, BILL, and others
Asset Classes
All asset classes
AI Capabilities
Not publicly disclosed
Contact
Visit WebsiteFeatured in
Family Office Software & Technology Report 2025
Locations
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