Sumyfi

    Simple, Transparent Pricing

    Choose simple, transparent pricing for budgeting and premium finance tools that fit your workflow, then upgrade through Stripe when you are ready.

    Transparent pricing • Cancel anytime • Stripe-managed checkout

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    Free
    $0.00 (USD)
    Perfect for getting started
    Manual account linking
    Budget creation & tracking
    Goal setting & progress tracking
    Sumyfi Score tracking
    Basic financial reports
    Transaction categorization
    Mobile-responsive design
    Email support
    Premium
    $7.99 (USD)/month
    Everything you need to excel in one connected premium workflow
    Everything in Free
    AI Financial Chatbot
    Automatic Plaid sync
    Real-time account updates
    Advanced analytics & insights
    Predictive financial modeling
    Custom spending alerts
    Priority support

    $79.99 (USD)/year (Save 17%)

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    Feature Comparison

    See what's included in each plan

    Core Features
    Essential tools for financial management
    Budget Creation
    Transaction Tracking
    Goal Setting
    Sumyfi Score
    Premium Features
    Advanced tools for power users
    AI Financial Assistant
    ×
    Automatic Bank Sync
    ×
    Advanced Analytics
    ×
    Predictive Insights
    ×
    Support & Security
    Strong security practices and support
    Email Support
    Priority Support
    ×
    256-bit Encryption
    Encrypted Connections

    Frequently Asked Questions

    Can I change plans anytime?

    Yes! You can upgrade, downgrade, or cancel your subscription at any time. Changes take effect at your next billing cycle.

    Is my financial data secure?

    We use strong encryption and never store your banking credentials. All connections are read-only. Formal third-party certifications (such as SOC 2) are part of our roadmap and may not yet be in place.

    How does billing work?

    When you subscribe to Premium, you'll be charged immediately and then on a recurring basis according to your selected plan (monthly or yearly). You can cancel at any time, and you'll retain access to Premium features until the end of your current billing period.

    Which banks are supported?

    We integrate with Plaid, which supports many financial institutions. Actual coverage depends on your region and institution, and availability may change over time.

    Ready to Transform Your Financial Future?

    Join people who are taking control of their finances with Sumyfi.