1. [Home](https://www.g2.com/) 2. ... 3. [Accounting Software](https://www.g2.com/categories/accounting) 4. [SumIt Discussions](https://www.g2.com/products/sumit/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_625d3f3e6dd7373e58babe2404211944/sumit.png "Product Avatar Image") ](/products/sumit/reviews) [ SumIt ](/products/sumit/reviews) (9)4.9/5 Family office software like SumIt bridges the gap between overly complex and basic systems. Built by and specifically for family offices, SumIt gives family offices the ability to operate more efficiently with fewer resources. It stands as a balanced approach — not too basic and not too complex — offering sophisticated features that reflect family office operations, like centralized entity management, automated recording, and consolidated reports in just a few clicks. SumIt provides a powerfully simple tool that is robust yet user-friendly, meeting the needs of both current and future generations of family office professionals. Show More * * * ### 100.0 Nps Score Already have SumIt? ### All SumIt Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Emily V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emily V.") EV Loading... [Emily V.](https://www.g2.com/users/5db632d8-0b86-4189-936f-f4a56832b43d "Emily V.") • 4 months ago Controller Controller More Options - [ # How has SumIt's AI-driven journal entry automation impacted your reconciliation workflow? ](/discussions/how-has-sumit-s-ai-driven-journal-entry-automation-impacted-your-reconciliation-workflow) SumIt integrates with Addepar and banks, provides straightforward reconciliation tools, and offers customizable reporting. The team is still working through some kinks, including importing realized and unrealized gain/loss from brokerage reports and handling partnership reporting. It saves time... [Read more](/discussions/how-has-sumit-s-ai-driven-journal-entry-automation-impacted-your-reconciliation-workflow) [ accounting software ](https://www.g2.com/tags/accounting-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+SumIt+questions+and+get+answers+from+expert+users+in+our+SumIt+Discussions+section.&title=SumIt+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsumit%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=SumIt+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsumit%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsumit%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=SumIt+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsumit%2Fdiscuss%0aAsk+SumIt+questions+and+get+answers+from+expert+users+in+our+SumIt+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=SumIt+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsumit%2Fdiscuss%0aAsk+SumIt+questions+and+get+answers+from+expert+users+in+our+SumIt+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts Start A Discussion * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_625d3f3e6dd7373e58babe2404211944/sumit.png "Product Avatar Image") ### Have you used SumIt before? Answer a few questions to help the SumIt community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsumit%2Fdiscuss%3Fsmall_ask%3Dsumit) No ## Top Contributors in SumIt 1 ![Emily V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emily V.") EV Loading... ### [Emily V.](https://www.g2.com/users/5db632d8-0b86-4189-936f-f4a56832b43d "Emily V.") Senior Fund Accountant 1 pt