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.
One dashboard to see the full picture, plus AI that can answer questions about your actual finances.
Connect accounts, track recurring charges, review spending, and keep savings goals visible in one dashboard instead of bouncing between bank apps, spreadsheets, and notes.
The difference is that Sumyfi is not only a place to look at numbers. It is also a place to ask questions about what is happening in your own money picture, why spending changed, and what tradeoffs still look safe this week.
In practice, that means one home base for balances, categories, recurring costs, and the wider financial context, with AI available to help turn your specific financial situation into clearer next steps instead of generic advice.
Connected view
Balances, spending, subscriptions, and goals stay in one place.
Question-driven review
Ask about cash flow, category spikes, or whether a plan still holds.
Useful next steps
See what changed, what matters, and what to do next without leaving the same workflow.
Example conversation
Ask questions about your own accounts, spending patterns, and upcoming tradeoffs.
A better weekly money review
One dashboard for the questions people actually ask themselves.
The workflow is built around the sequence most people actually follow: check what changed, understand why it changed, and decide what to do next while the full money picture is still in view.
Check what changed
Review balances, recent activity, bills, and category movement without rebuilding the story manually.
Understand the pressure
Use recurring-charge visibility, categorization, and connected context to explain what is happening instead of guessing.
Decide what to do next
Cut waste, slow spending, move money toward a goal, or ask AI a follow-up question without leaving the same workflow.
Security and privacy
Built around security, read-only access, and respect for your privacy.
Sumyfi does not ask for your bank password directly, does not get the ability to move money, and does not use connected-account access to make changes on your behalf.
When bank sync is used, account linking happens through Plaid with read-only access. That means balances and transaction history can power the dashboard, while transfers, credential resets, and institution changes stay outside Sumyfi.
Your personal banking credentials are not something Sumyfi staff can view inside the dashboard. If you choose to connect an institution, the credential flow is handled through the connection provider, while Sumyfi works with the resulting read-only financial data needed to show your money picture clearly.
What Sumyfi can access is the account and transaction data needed to power the dashboard. What Sumyfi cannot do is transfer money, cancel subscriptions for you, or change account settings at your institution.
Verify it yourself through how account connections work, the security page, and the privacy policy.
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%)
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