Sumyfi
    Stop recurring money leaks faster

    Catch subscriptions and recurring charges early. Keep every account in one dashboard.

    Sumyfi helps you spot recurring spend, track balances, and keep budgets, goals, and subscriptions in one weekly review flow that is easier to trust and easier to revisit.

    Sumyfi - Your Financial Companion - AI-powered personal finance dashboard for all your accounts | Product Hunt

    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.

    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.

    Browse free tools

    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
    Create custom budgets with intelligent category suggestions and real-time spending tracking.
    Goal Achievement
    Set financial goals and track your progress with visual milestones and smart reminders.
    Financial Insights
    Get personalized insights and recommendations to optimize your financial health.

    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.

    Linked accounts

    Your Money at a Glance

    Live sync
    Checking • TD Bank$2,345.12
    Credit Card • RBC‑$1,024.89
    Investments • Questrade$18,902.44
    Savings • Scotiabank$6,780.00

    Institution names and balances shown are examples for illustration only.

    Choose Your Plan

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

    Free
    $0
    Perfect for getting started
    Manual account linking
    Budget creation & tracking
    Goal setting & progress tracking
    Sumyfi Score tracking
    Basic financial reports
    Premium
    $7.99/month
    Everything you need to excel
    Everything in Free
    AI Financial Chatbot
    Automatic Plaid sync
    Real-time updates
    Predictive analytics
    Advanced insights

    $79.99/year (Save 17%)

    Ready to Transform Your Financial Future?

    Join thousands of users who have taken control of their finances with Sumyfi.