--- title: SumIt Reviews meta_title: 'SumIt Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how SumIt works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 8 scale: '5' date_modified: '2026-07-24' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # SumIt Reviews **Vendor:** SumIt Software **Category:** [Accounting Software](https://www.g2.com/categories/accounting) **Average Rating:** 4.9/5.0 **Total Reviews:** 8 ## About SumIt 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. ## SumIt Pros & Cons **What users like:** - Users value the **multi-entity support** of SumIt, allowing seamless management of bank and investment transactions in one platform. (1 reviews) - Users value the **multi-entity support** in SumIt, enabling unified handling of bank and investment transactions. (1 reviews) - Users appreciate the **multi-entity support** of SumIt, allowing seamless handling of bank and investment reporting together. (1 reviews) **What users dislike:** - Users note that some **missing features** in SumIt may limit its capabilities but don't significantly impact daily tasks. (1 reviews) ## SumIt Reviews ### 1. SumIt centralized 22 entities books and streamlined our month-end process **Rating:** 5.0/5.0 stars **Reviewed by:** David F. | Sr. Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about SumIt?** Having one place for 22 different entities, instead of manually logging into 22 different QuickBooks instances, has been a huge improvement for us. The user interface is easy to use, which helps new team members learn the system quickly and start contributing right away. The migration was also surprisingly smooth and efficient, and the support team was capable and responsive, making the transition straightforward while bringing over all of our existing transactions and information. I think of the SumIt team as a true partner. They listened to our challenges, and it became very clear to us that SumIt was the right solution. I also love the clear development roadmap; every time the team told us a solution was coming, they delivered the module on time and in working order. **What do you dislike about SumIt?** This isn’t applicable to most family office structures, but we do have an operating company that we still keep in QuickBooks Online because SumIt doesn’t have an invoicing or AR module. **What problems is SumIt solving and how is that benefiting you?** We needed to centralize operations across 20+ entities and eliminate inefficiencies caused by fragmented accounting systems and workflows. Several entities didn’t have any accounting software in place, and the reliance on manual processes slowed reconciliation, reporting, and overall oversight. ### 2. Sumit Streamlines Family Office Workflows with Helpful Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Latesia S. | Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about SumIt?** Sumit has been a great tool for streamlining workflows specific to family office needs. It is easy to use, well organized, and helps reduce manual work by keeping key financial and operational information in one place. The integrations with banking, brokerage, and bill pay applications are especially helpful. They make it easier to centralize information, track activity, and reduce the need to jump between multiple systems. The platform has improved visibility and made it easier to stay on top of tasks across the family office. The support team has also been responsive and helpful. **What do you dislike about SumIt?** Because Sumit is built for family office workflows, some of the features can take a little time to fully set up and tailor to your specific processes. **What problems is SumIt solving and how is that benefiting you?** Before using Sumit, we struggled with a lot of manual data entry across spreadsheets, banking portals, brokerage platforms, and bill pay applications. We also lacked an efficient way to consolidate information across entities and accounts, which created a backlog in receiving usable, timely financial information. The biggest benefit has been better visibility and more timely reporting. Instead of waiting on backlogged information or piecing together data from multiple systems, we can now spend more time reviewing results, managing priorities, and making informed decisions for the family office. ### 3. Intuitive Family Office Accounting System. Incredible Customer Service. **Rating:** 5.0/5.0 stars **Reviewed by:** Tony R. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about SumIt?** Given the high volume of entities we manage, it’s a real time-saver to have everything under one login instead of maintaining separate files like we did in our old accounting system. Automating bank feed transactions also lets us spend more time analyzing reports and less time categorizing transactions. Customer service has been impressive as well—they’ve been receptive to our feedback, and they’ve either helped us find solutions or introduced new features in SumIt based on the needs of their family office customers. **What do you dislike about SumIt?** SumIt is still fairly new and is missing a few features we had in our previous accounting system. That said, since we signed on, new features have been rolled out that have addressed our needs. There’s nothing that drastically affects our day-to-day work in the office. **What problems is SumIt solving and how is that benefiting you?** Automating the categorization of journal entries, allowing us to spend more time analyzing data. ### 4. Multi-Entity Transactions and Reporting Made Simple with SumIt **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about SumIt?** My favorite feature in SumIt is the ability to record multi-entity transactions in a single entry. As our family office grew and we added more entities, we struggled to record inter-company transactions and were constantly opening and closing files, exporting reports, and comparing information across them. With Sumit’s software, we can record multi-entity transactions and then review the financial statements to confirm the balances agree. I also love that I can pull reports that show activity across all entities in one place, which makes it much easier to review everything together. **What do you dislike about SumIt?** As a newer accounting software, it initially lacked a few features I expected. That said, SumIt regularly asks for feedback and genuinely listens. Over time, they’ve implemented new features, which has made the product better. **What problems is SumIt solving and how is that benefiting you?** SumIt's Multi-Entity feature was the main reason we decided to make the switch. Since then, we’ve saved a significant amount of time in our data entry process, and the overall workflow feels much more efficient. ### 5. Seamless Addepar & Bank Integration with Easy Reconciliation and Customizable Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Emily V. | Senior Fund Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2026 **What do you like best about SumIt?** Integrates with Addepar and Banks, offers straightforward reconciliation tools, and provides customizable reporting. **What do you dislike about SumIt?** The team is working through some kinks, such as importing realized and unrealized gain/loss from brokerage reports and handling partnership reporting. **What problems is SumIt solving and how is that benefiting you?** Saves time by using AI to book journal entries automatically based on rules I create. ### 6. Excellent Family Office Accounting with Easy Consolidation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about SumIt?** An excellent accounting system specifically designed for the family office. Specifically the ease of consolidation and the future capability for full partner accounting are the main drivers. **What do you dislike about SumIt?** The only downsides I have are the columnar treatment for accounts vs a more traditional horizontal / rows type reporting. Also would like to be able to pin or have the ability to only work in one entity at a time when entering journal entries, etc. **What problems is SumIt solving and how is that benefiting you?** SumIt is great for maintaining separate sets of books at the family/entity level with the ability to easily consolidate the entities/accounts for reporting purposes. Also, the integration with our portfolio management system, Addepar, is exceptionally helpful. ### 7. All Our Entities in One Interface—Fast, Seamless Access **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander B. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2026 **What do you like best about SumIt?** They allow you to easily access all of your entities in one interface, no signing out or switching around. **What do you dislike about SumIt?** It's still newer software, so it is missing some modules that the legacy software has, but they're adding more all day! **What problems is SumIt solving and how is that benefiting you?** Allow us to handle the super complex relationships and multi tiered entity. ### 8. All-in-One Multi-Entity Reporting That Keeps Everything Together **Rating:** 5.0/5.0 stars **Reviewed by:** Paul W. | CFO, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about SumIt?** Multi-entity support across everything. I can keep bank and investment transactions together and handle reporting all in one place. **What do you dislike about SumIt?** I wouldn’t say I dislike it; it’s more that they’re a newer software, so a few bells and whistles are still missing. It’s nothing that would affect my day-to-day work, though. **What problems is SumIt solving and how is that benefiting you?** A real time-saver. I have to manage 50+ entities and used to do everything manually. Now I’d say about 80% is automated, so it’s mostly a quick review instead of tedious tasks that often led to user-error mistakes. ## SumIt Discussions - [How has SumIt's AI-driven journal entry automation impacted your reconciliation workflow?](https://www.g2.com/discussions/how-has-sumit-s-ai-driven-journal-entry-automation-impacted-your-reconciliation-workflow) - 1 upvote - [View SumIt pricing details and edition comparison](https://www.g2.com/products/sumit/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+21%3A01%3A37+-0500&secure%5Bsession_id%5D=5cdb8f38-1ead-433c-a6ad-024c7b23617e&secure%5Btoken%5D=e2e2f105d1a958c4cfb1b9f292e8bf80ccad9e1c504bfaa115aaf88f3f96273a&format=llm_user) ## SumIt Integrations - [Addepar](https://www.g2.com/products/addepar/reviews) - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) ## SumIt Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management **Agentic AI - Accounting** - Autonomous Task Execution ## Top SumIt Alternatives - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,738 reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - 4.3/5.0 (4,039 reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - 4.0/5.0 (3,761 reviews)