Your all in one financial dashboard and finance companion
Sumyfi is your all-in-one finance dashboard, personal finance website, and budgeting platform, bringing subscriptions, balances, budgets, and goals into one connected online dashboard, with an AI assistant and finance companion to help.
Category fit
Start with subscription tracking, not dashboard sprawl
The clearest first use case is recurring-spend visibility. Sumyfi works best when it helps you catch leaking subscriptions, then keeps the rest of your accounts and plans in the same review loop.
Trust surface
Built for cautious money decisions
Finance buyers need visible security details, realistic institution expectations, and public support paths before they trust a new platform. Sumyfi keeps those surfaces visible instead of burying them.
High-intent use cases
Start with recurring charges, stay for the full money picture
The product is designed for buyers who want one place to review subscriptions, spending, balances, and goals quickly, then act without rebuilding the context every week.
Popular entry points
Start with the financial problem you actually want to solve
Savings tracking
Savings trackingSee whether savings goals are actually on pace, which recurring habits are helping, and where the month is getting in the way.
Subscription tracking
Subscription trackerReview streaming services, app renewals, and recurring bills in one dashboard instead of piecing the story together manually.
Mint replacement
Mint alternative CanadaSee why buyers comparing Mint alternatives, budgeting apps, and financial dashboards often end up wanting one cleaner operating system.
Free tools
Start with a calculator if you want answers before you try the product
These tools are built for the broad questions people actually search: how much should I save, how big should my emergency fund be, how do I check net worth, and what are my subscriptions really costing.
Bank sync online
Online bank-sync budgetingFor people comparing web-based budgeting tools that connect accounts without needing a download.
No-download tracking
Browser subscription trackerA stronger fit for people who want recurring-charge visibility from a browser first, not another app install.
Connected dashboard
Connected budgeting dashboardBuilt for buyers who want one browser-based dashboard tied to synced balances, spending, and recurring bills.
Everything You Need to Run a Stronger Weekly Money Review
From savings tracking to recurring-spend review, Sumyfi gives you one place to understand what changed and what deserves attention next.
Smart Budgeting
Goal Achievement
Financial Insights
Connect the accounts behind your recurring spend
With our Premium plan, Sumyfi securely connects to over 12,000+ banks, credit cards, and investment accounts across North America. Your balances and transactions stay up to date automatically, but institution availability can vary by region, account type, and multi-factor authentication method.
Coverage
12,000+ institutions
Sync
Automatic updates
Security
Read-only via Plaid
Premium sync benefits
- Link checking, savings, credit cards, loans, and investments in minutes.
- See every account in one real‑time dashboard, no spreadsheets required.
- Stay ahead of your cash flow with fresh transaction data powering your budgets and goals.
- Review coverage expectations up front so unsupported institutions or MFA methods do not feel like hidden surprises.
What Sumyfi can see
Read-only balances and transaction data
When you use bank sync, Sumyfi can receive balances, account names, and transaction history needed to show your money picture and recurring charges in one place.
What Sumyfi cannot do
Move money or make account changes
The Plaid connection is read-only. Sumyfi cannot transfer funds, cancel subscriptions for you, or log in as you to change bank settings.
Before you connect
Review the trust details first
Read the public security page, support resources, and institution notes before linking anything sensitive.
Linked accounts
Your Money at a Glance
Institution names and balances shown are examples for illustration only.
Choose Your Plan
Start free, upgrade when you are ready for advanced features.
$79.99/year (Save 17%)