Sumly is an AI-powered financial platform that helps self-employed professionals take control of their finances without spreadsheets, stress, or surprise tax bills. Designed for freelancers, consultants, creators, and small business owners, Sumly automates expense tracking, tax filing, and real-time financial insights by connecting directly to users’ financial accounts and categorizing transactions automatically.
Many independent workers use the same bank account for both personal and business expenses, making it hard to understand what they’ve earned, what they owe, and where they might be losing money. Sumly solves this by using intelligent algorithms to separate personal from business transactions, uncover deductible expenses, and estimate taxes throughout the year. Users no longer need to guess whether they’ve saved enough for quarterly payments or scramble through receipts during tax season. Everything is tracked, organized, and optimized in one simple dashboard.
Sumly customers have already saved thousands by finding missed deductions and avoiding tax surprises. On average, users saved more than $2,350 on their 2024 tax filings, with some saving over $10,000.
Launched on the Apple App Store in early 2025, Sumly is currently in private beta and expanding access to a growing waitlist. To learn more or sign up, visit www.getsumly.com.