G2

RICK D.

Family Capital Senior Analyst

Small-Business (50 or fewer emp.)

8/9/2026

"Purpose-built for the complexity of family office accounting..."

5/5

What do you like best about SumIt?

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. Review collected by and hosted on G2.com.

What do you dislike about SumIt?

Not so much a dislike as much as a reality of doing the work correctly....there is a lot of setup to get the system humming. Thoughtful setup and substantial time is necessary to get the entity structure, chart of accounts, ownership relationships, integrations, and reporting views right.

The setup effort is worth it, but users should expect to be intentional on the front end rather than treating it like a plug-and-play small business accounting file. Review collected by and hosted on G2.com.

What problems is SumIt solving and how is that benefiting you?

SumIt is solving the problem of trying to manage family office accounting with tools that were not designed for family office complexity. It gives us a more disciplined structure for multi-entity accounting, reconciliation, reporting, and oversight.

The benefits are clarity and communication. We are better able to see where information lives, how entities relate to one another, and what reports need to be produced. That improves accountability, reduces confusion, and creates a stronger foundation for the family and their other service providers. (e.g., CPA, attorney) Review collected by and hosted on G2.com.