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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.