Your money. All in one place.

See Your Entire Financial Picture in One Place

Connect your accounts, track your spending, subscriptions, budgets, and goals - then ask AI questions about your actual finances.

Free account available. 7-day Premium trial available with a credit card.

12,000+ financial institutions · Read-only connections · Your bank password is never shared with Sumyfi

Security Account connections Privacy policy

Example dashboard view

One connected financial picture

Balances at a glance

Checking$2,345.12

TD Bank

Credit card-$1,024.89

RBC

Savings$6,780.00

Scotiabank

Investments$18,902.44

Questrade

Spending

Recent transactions in one place

Subscriptions

Recurring charges stay visible

Goals

Savings progress stays in view

Institution names and balances shown are examples for illustration only.

The problem

Stop Piecing Together Your Finances

Your money can be spread across bank accounts, credit cards, investment accounts, spreadsheets, notes, and different apps. Sumyfi brings the important pieces together so you can see what is happening without rebuilding the picture yourself.

Bank accountsCredit cardsInvestmentsSpreadsheetsNotesSubscription billsSUMYFI

One connected financial picture

AI assistant

Ask Questions About Your Actual Finances

Sumyfi's AI assistant can help you understand your spending, recurring charges, cash flow, budgets, savings plans, and other questions using the financial information available in your Sumyfi account.

AI responses are based on the information available in your account and are meant to support decisions, not replace professional financial, tax, or legal advice.

Good for: unusual spending, recurring charges, budget pressure, savings timing, and follow-up money questions.

Grounded in: the balances, transactions, categories, and recurring charges available in your Sumyfi account.

🤖

Sumyfi AI Chat

Your personal AI financial assistant

Example conversation

Questions grounded in your Sumyfi financial data.

I spent way more than usual this week. What changed?

Dining out is up by $86 week over week, and two recurring charges renewed in the last four days. Groceries stayed flat, so the jump is mostly eating out plus renewals.

Can I still move $150 to savings on Friday?

Yes, if spending holds near this pace. After rent and your scheduled bills, your projected buffer is about $420. If you want more room, trimming dining out this weekend would protect the transfer.

Ask me about your spending, bills, or savings plan...Send

Weekly money review

A Simpler Way to Review Your Money

Check what changed, understand why it changed, and decide what to do next — all from the same financial picture.

Check what changed

Review balances, recent activity, bills, and spending without checking multiple accounts and apps.

Understand why

See category changes and recurring charges that may explain where your money went.

Decide what's next

Adjust spending, protect a savings goal, review a subscription, or ask AI a follow-up question.

Everything You Need in One Financial Dashboard

See the essentials quickly without turning the homepage into a feature manual.

Accounts & Balances

See checking, savings, credit cards, and investment balances together instead of switching between accounts.

Spending & Transactions

Review recent activity and category trends so spending changes are easier to spot and understand.

Subscriptions & Recurring Charges

Keep recurring bills visible so renewals and creeping monthly costs do not get buried.

Budgets

Create budgets and track progress with a clearer view of where spending is helping or drifting.

Goals

Set savings targets and monitor progress without losing sight of the rest of your finances.

Financial Insights

Use reports and insights to see patterns, tradeoffs, and momentum across your money decisions.

AI Financial Assistant

Ask follow-up questions about your own financial data instead of relying on generic money advice.

Security

Your Financial Data. Read-Only Access.

Sumyfi does not ask for your bank password directly and cannot move your money or change your bank account settings.

What powers connections

When bank sync is used, account linking happens through Plaid with read-only access. Sumyfi can access the account and transaction information needed to power the dashboard.

What Sumyfi cannot do

Sumyfi cannot transfer money, change account settings, or expose your banking credentials to staff inside the dashboard.

Verify it yourself through how account connections work, the security page, and the privacy policy.

Connected institutions

Connect the Accounts Behind Your Financial Picture

With Premium, Sumyfi can securely connect to 12,000+ banks, credit cards, and investment institutions across North America.

12,000+

Financial institutions

Automatic updates

Premium sync

Read-only

Plaid connections

Institution availability can vary by region, account type, and multi-factor authentication method. Review the connection details first if you want to confirm compatibility before upgrading.

Account connections Security page Compare plans

Choose Your Plan

Start free, upgrade when you are ready for advanced features.

Free

Start managing your finances for free.

Manual account linking

Budget creation & tracking

Goal setting & progress tracking

Sumyfi Score tracking

Basic financial reports

Premium

$7.99/month

$79.99/year — Save 17%

Unlock automatic syncing and advanced financial tools.

Everything in Free

AI Financial Chatbot

Automatic Plaid sync

Real-time updates

Predictive analytics

Advanced insights

7-day free trial. Credit card required.

Free resources

Free Resources to Help You With Your Money

These guides and tools are free to use and separate from the core product, so visitors can learn or calculate something useful before creating an account.

Guides and articles