Connect All Your Accounts. Understand Your Money Instantly.
Track spending, subscriptions, balances, goals, and net worth in one AI-assisted dashboard built to make weekly money decisions faster and clearer.
Category fit
One dashboard, not five separate finance tools
Sumyfi is strongest when you want accounts, budgets, goals, recurring spending, and AI guidance to reinforce each other instead of living in disconnected apps.
Trust surface
Built for cautious money decisions
Finance buyers need visible security, support, and product transparency before they trust a new platform. Sumyfi makes those paths public instead of hiding them behind signup.
High-intent use cases
Budgeting, subscriptions, and net worth together
The product is designed for buyers who want to understand the full money picture quickly, then act on what changed without rebuilding the context every week.
Everything You Need to Master Your Money
From budgeting to goal tracking, Sumyfi provides all the tools you need to achieve financial success.
Let Sumyfi watch your accounts for you
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, so you can focus on the big picture instead of manual updates.
Coverage
12,000+ institutions
Sync
Automatic updates
Security
Bank‑level encryption
- 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.
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%)