SumIt Software
SumIt is a software company based in New York City focused on redefining technology for family offices, starting with an accounting system that consolidates financials across entities with a couple clicks.
Our mission is to empower family office staff to do more with less through a straightforward interface and robust functionalities.
SumIt is an intuitive family office accounting software that consolidates your financials across multiple entities with a couple clicks. We are specifically designed for you with Bill.com and Addepar integrations, and statements such as our net worth statement.
Leveraged by accountants, controllers, CFOs, and principals, SumIt gives time and confidence back to family offices and a much simpler view of their complexity.
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 also integrate with Addepar and Bill.com. We are here for the accountants, to save them time, grow their confidence in the data, and therefore maximize their impact.
Alexandre Lin
Chief Executive Officer
Contact Name
Headquarters
169 Madison Avenue
Suite 2750
New York, NY 10016
United States