# SumIt

> SumIt is a tailored platform specifically designed for family offices. Starting with accounting and financial reporting, Evil Martians built a sophisticated multi-step form wizard for their custom reports builder using Ruby on Rails and Hotwire.

- URL: https://evilmartians.com/clients/sumit
- Industries: FinTech, Finance, Business Tools
- Services: DB optimization
- Employees: 2–10

## Key facts

- **$5M**: total funding
- **$2.5T**: managed family office assets

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SumIt is transforming family office accounting by replacing cumbersome spreadsheets and manual processes with an intuitive platform designed specifically for managing complex multi-entity financial structures. Their solution helps family offices managing large volumes of assets streamline accounting operations, from automated transaction categorization to consolidated reporting across multiple entities.

We helped SumIt build a sophisticated custom reports builder that allows family offices to create flexible, interactive financial reports with live previews and real-time data visualization. Using Ruby on Rails and Hotwire, we developed a multi-step wizard interface that enables users to configure complex report parameters—from account selection to visual representation—while maintaining the responsive, SPA-like experience that modern users expect.