Synching Your Billpay Data With Your General Ledger
Make sure your accounting reflects your bill pay activity without rework.
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SumIt Software
Powerfully simple accounting software built for family offices
SumIt is an intuitive family office accounting software that consolidates your financials across multiple entities with a couple clicks. We are specifically designed for the wealth space (family offices) with BILL and Addepar integrations, and statements such as a net worth statement.
Leveraged by accountants, controllers, CFOs, and principals, SumIt gives time and confidence back to family offices and a much simpler view of their complex financials.
"SumIt [and Bill] has allowed us to spend less time gathering data and more time making decisions."
Christophe Poline
CFO at TRM Ventures
BILL and SumIt Software
SumIt's BILL Accounts Payable integration provides seamless synchronization of vendor bills and payments between BILL and SumIt's multi-entity accounting software, With the integration, users enjoy the benefits of:
Comprehensive invoice visibility - see all of your approved invoices across all BILL accounts in one place on SumIt.
Increased operational efficiency - eliminate manual data entry. SumIt intelligently identifies and records the corresponding inter-entity transactions.
Reduced risk of errors - SumIt automates complex transaction recording, significantly minimizing the risk of human errors.
Key Features:
- Chart of accounts synced
- Automated Nightly Sync
- Manual sync available too
- Use SumIt fields in BIll
- Bill data flow into SumIt
Steps For Integration:
- Fill out setup spreadsheet
- Submit to SumIt
- Multiple connections supported
Use Cases
Ensure Your Inter-Entity Activity Is Automatically Captured
When you pay a bill on behalf of another entity or individual which triggers the recording of due to / froms. SumIt automatically books those entries for you, so all you have to do is pay the bill.
Connect Multiple Bill Accounts To One Accounting Platform
SumIt allows you to connect multiple bill accounts to only general ledger instance with multiple entities.
Code Your Transactions With Dimensions
SumIt gives you a lot of flexibility to code your transaction in multiple ways: - general ledger account - account code - tag With that combination, you can code to a specific expense, vendor, entity, and more!
Clients
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