“
For the first time since going solo, I actually understand where my money goes.
Maya, Leadership coach, year two solo
You didn't go freelance to become your own accountant.
Get your time back and keep more of what you earn.
1099 expenses? Tracked automatically.Tax Refund? $2-18K uncovered.Quarterly taxes? Estimated for you.
In good company.
What we do
Bookkeeping software built for the self-employed.
Expense Tracking
Every deduction, found automatically. No spreadsheets, no receipts to file.
Bookkeeping
Books that stay tidy without you babysitting them.
Quarterly Estimated Tax Payments
Pay the right amount, right on time.
Tax Filing
A real tax pro files your return.
Business Setup
Form your LLC in a single afternoon.
Support
A real human, ready when you have a question.
Monthly summary
June at a glance
Revenue
$12,400
Expenses
$3,847
Net Income
$8,553
Your books are tax-ready.
Why Sumly
Keep more of what you earn.
Other tools
Sumly
Built for businesses with employees and an accountant
Built for self-employed earners, and no one else
Hours of setup: moving accounts, building categories, learning the software
Connect your bank in minutes, and expenses sort into categories for your review
You are still doing the admin every week
50+ hours a year back in your pocket
Handing over bank access and hoping it is safe
Read-only through Plaid, so your bank information stays safe & encrypted
Other tools
Built for businesses with employees and an accountant
Sumly
Built for self-employed earners, and no one else
Other tools
Hours of setup: moving accounts, building categories, learning the software
Sumly
Connect your bank in minutes, and expenses sort into categories for your review
Other tools
You are still doing the admin every week
Sumly
50+ hours a year back in your pocket
Other tools
Handing over bank access and hoping it is safe
Sumly
Read-only through Plaid, so your bank information stays safe & encrypted
Have you had this exact thought?
I didn't start my own business to do accounting.
I am very confused by this quarterly tax thing.
Keeping track of my expenses through QuickBooks feels like an unpaid job.
Let Sumly do the work for you.
Sumly organizes your expenses and keeps your books in order, with licensed tax pros there when you have a real question.
The people we support, in their words.
Here's what clarity sounds like:
“
Sumly went above and beyond answering my questions. I'm now a lifetime customer.
$13,533 saved
Ben Watkins, B2B Brand Strategist
“
Their tech made it easy to pull in my revenue and categorize everything automatically. Saved me so much time.
$2,918 saved
Erica Green, Fractional CFO
“
Sumly helped me uncover opportunities to maximize my refund. Way easier than my usual filing process.
$1,295 saved
Noah Obstfeld, Events Manager / Creator
The finance app you'll actually want to open
Start where you are.
Free to get going. Built to grow with you.
Strive
Running it yourself, smartly.
Your books, handled.
$49Save $189/yr (32%)
~$33/month
billed annually at $399
Thrive
Ready for a team in your corner.
Books, payroll, and a dedicated tax pro.
$149Save $789/yr (44%)
~$83/month
billed annually at $999
Frequently Asked Questions
Need clarity?
Talk to a real person and we'll walk you through it, no commitment.
Tax tips, gently delivered.
A short email when something is worth knowing. Deadlines, deductions, and the occasional pep talk for your business.
Get tax tips and updates delivered to your inbox