Smarter expense classification, now live. Sumly's updated AI model categorizes your business expenses more accurately, so your books stay clean automatically.
Sumly is the financial home for the self-employed. Whether you're a freelancer, independent consultant, contractor, or single-member LLC, Sumly gives you one place to manage business and personal finances, file your taxes, and stop leaving money on the table.
The average self-employed professional overpays $2,350 in taxes every year. Sumly changes that.
What you can do with Sumly
File your taxes with confidence: A streamlined filing experience built for self-employed income, deductions, and the complexity that comes with working for yourself.
Automatic expense tracking: Your expenses are captured and categorized automatically. No spreadsheets, no manual uploads, no end-of-year scramble.
Real-time tax savings: Watch your tax bill decrease as deductions are applied. You always know where you stand.
Quarterly estimate reminders: Never miss an IRS deadline. Smart nudges keep you on schedule all year.
Top deduction opportunities: Sumly flags high-impact deductions you might be missing so nothing gets left behind.
Priority support from a tax expert: When you have questions, a real tax expert is available to help fast.
Stay organized year-round and walk into filing season with clarity and confidence.
Privacy Policy: https://www.getsumly.com/legal-pages/privacy-policy
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
I was using QB for yearsss and it took me forever to do taxes every year (and I dreaded it). I found Sumly and it’s a lifesaver. Makes it so much simpler to do taxes, track expenses, and literally saves me hours to days. Gonna be using them for years to come for my solo consulting business.
Say hello to notifications. Get weekly and monthly digests delivered by email and push, so you always know where your finances stand.
We'll also give you a heads up about large transactions, uncategorized items that need your attention, and new features as they go live.
Plus other small improvements across the app.
Version 3.0.12.4
The developer, Sumly, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
User Content
Identifiers
Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Sumly Inc.
Size
46 MB
Category
Finance
Compatibility
Requires iOS 15.6 or later.
iPhone Requires iOS 15.6 or later.
iPad Requires iPadOS 15.6 or later.
iPod touch Requires iOS 15.6 or later.
Mac Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
