The good thing about accounting systems is that they are the same: debits, credits, reports, etc. The great thing about this fact is that it makes it so easy to transition to a superior product when it comes along. Sumit® is that product. What I like best about Sumit® has to be split into two parts: First, the biggest strength of the Sumit® accounting system is that it was clearly designed for family offices. It eliminates the complexity of multiple entities, layered ownership, bank and brokerage activity, consolidated reporting, and provides a clear view across the structure. That design difference matters. Second, the biggest strength of the Sumit® software company is its founders. Alexandre and Fernando have been through the trenches of running a family office, so they knew all the pain points and decided there had to be something better. They're always thinking 10 steps ahead, from elemental enhancements to integrating MCP software for use with AI.

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.

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.