Sumly Logo

    Expense tracking

    Every deduction you earned, actually claimed.

    Sumly sorts your expenses as they happen and flags the deductions most people miss. No spreadsheets, no receipts to file.

    Start free trialEstimate my tax savings

    Transactions

    Notion

    Software

    $10.00

    WeWork

    Coworking

    $350.00

    Delta Air Lines

    Client travel

    $412.60

    Zoom

    Software

    $15.99
    $788.59 in deductions found this month

    Deductions get lost in the weekly admin.

    "I track expenses in a spreadsheet I never update."

    Then I rebuild it from bank statements every March.

    "I'm sure I'm missing deductions."

    Software, coworking and client travel are easy to lose track of across cards and accounts.

    "Tracking expenses feels like an unpaid job."

    Most tools are built for businesses with employees and an accountant, not for one person.

    How it works

    1

    Connect your accounts.

    Every bank and card you use for work, read-only through Plaid, in minutes.

    2

    Expenses sort themselves.

    Each transaction lands in a category for your review, ready for tax time.

    3

    Deductions get flagged.

    Sumly points out what is deductible and keeps your receipts attached to the transaction.

    You review. You never re-enter.

    Sumly does the sorting and you approve it. Every category is one click from the transaction behind it, so anything that looks off is easy to fix.

    Deductions self-employed pros often miss

    Tools of the trade

    Software subscriptions, AI tools, research and data services.

    Workspace

    Coworking, home office, and the business share of internet and phone.

    Travel to clients

    Flights, lodging, rideshare, parking and mileage to client work.

    Learning and community

    Coaching, masterminds, conferences and certifications.

    Equipment

    Laptop, monitors, headset and video setup.

    Marketing and operations

    Website, LinkedIn Premium, CRM, contractor pay and business formation.

    What you can deduct depends on how you use it. Your tax pro can confirm anything you are unsure about.

    "Their tech made it easy to pull in my revenue and categorize everything automatically. Saved me so much time."
    Erica Green, Fractional CFO$2,918 saved

    Expense tracking, receipt capture and the deduction finder are included in Strive and Thrive, with unlimited bank and card connections. Both start with a 14-day free trial.

    Compare plans

    Common questions

    Bookkeeping

    Sorted expenses become books that stay current.

    Quarterly tax payments

    Every deduction found lowers what you pay each quarter.

    Claim every deduction you earned.

    Connect your accounts and see what Sumly finds.

    Start free trial

    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