Home
Loading

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

Get in touch

  • Contact

  • Request a demo

  • Request data updates

  • Add a company

Research

  • Companies

  • Investors

  • People

aVenture

  • Sitemap

  • Feature requests

Member

Backed by

© aVenture Investment Company, 2026. All rights reserved.

San Francisco, CA, USA

Privacy Policy

aVenture Investment Company ("aVenture") is an independent research platform providing detailed analysis and data on startups, venture capital investments, and key industry individuals. It is not a registered investment adviser, broker-dealer, or investment advisor and does not provide investment advice or recommendations. The data provided by aVenture does not constitute recommendations or advice, whether by methodology, analysis, AI-generated content, or a statement written by a staff member of aVenture.

aVenture is not affiliated with any of the people, companies, organizations, government agencies, regulatory bodies, or investment funds we provide coverage for on this site unless explicitly stated otherwise. Users assume full responsibility for decisions made based on information obtained from this platform. Links to external websites do not imply endorsement or affiliation with aVenture. Any links that provide the ability to invest in a primary or secondary transaction in a company are for convenience only and do not constitute solicitations or offers to buy or sell an investment. Investors should exercise heightened precaution and due diligence when investing in private companies, especially those not independently audited.

While we strive to provide valuable insights with objectivity and professional diligence, we cannot guarantee the accuracy of the information provided on our platform. Before making any investment decisions, you should verify the accuracy of all pertinent details for your decision. To the fullest extent permitted by law, aVenture shall not be liable for any direct, indirect, incidental, consequential, or financial damages arising from use of this site, whether by consumers of its contents directly or by persons or organizations covered by our research, even if we are advised of the possibility. Our best-efforts processes and correction request forms do not create a warranty or duty of care.

Profiles on this platform may include content generated in part by large language models (LLMs, artificial intelligence) that aggregate publicly available sources (e.g., SEC EDGAR, public filings, press releases). Source attribution is provided where known; always verify statements and claims here against original sources before relying on any data. Content on our site may contain inaccuracies, omissions, or what are commonly called 'hallucinations' if generated in part or in full by AI / LLMs. The risk can also exist even when content is written by a human, as internal and third-party sources may also have inaccuracies for the same or different reasons. While we randomly audit a proportion of content, this is not exhaustive.

We recommend that an independent auditor be hired to verify the accuracy of the information before relying on it for any sensitive decisions. By accessing this platform, you agree not to rely solely on any information generated by AI, aggregated, or sourced or written otherwise on this site, for investment, financial, or other decisions. aVenture assumes no responsibility for inaccuracies, omissions, or hallucinations. You must independently verify all data from primary sources. Use of this platform constitutes your waiver of claims for reliance-based damages, including negligent misrepresentation. To report an error, request a correction, or dispute information about a company or individual, contact us via our request data updates form.

Loading homepage
Loading
Home›Research›Companies

Companies

Loading
Home›
Research›
Companies›
Sumly›
Products & Services
AddedJun 11, 2026
UpdatedJun 15, 2026
Freelancer Tax and Bookkeeping

Sumly› offers Freelancer Tax and Bookkeeping

ProductCurrently Offered

AI-powered tax and expense tracking platform for self-employed professionals and small business owners.

Loading
Overview
Analysis

Sumly's AI Tax and Expense Platform connects to user bank accounts to automatically categorize expenses, identify missed tax deductions, and track income year-round. It uses machine learning to surface potential savings and reduce tax overpayment for solopreneurs and small business owners.

The platform includes an AI Taxbot for answering common tax questions and connects users with real tax professionals who can provide personalized advice and file returns on their behalf.

Freelancer Tax and Bookkeeping - Classification

Industry
  • FinTech
Ownership
  • Venture-backed private company
Technology
  • AI
  • Cloud
  • Mobile App
  • SaaS
Geographic Exposure
  • Americas
  • United States
Model
  • Software
Revenue
  • SaaS
Customer
  • Small Business
Tags
  • Accounting Tech
  • AI
  • Fintech
  • Mobile App
  • SMB
  • Tax

Freelancer Tax and Bookkeeping - Direct Competitors

  • Keeper

    Keeper logo

    Keeper Tax

    keepertax.com

  • Intuit

    Intuit logo

    QuickBooks, TurboTax

    intuit.com

AttributeFreelancer Tax and BookkeepingKeeper TaxQuickBooks, TurboTax
ProviderSumlygetsumly.com$0 raisedKeeperkeepertax.com$15.8M raised · Series AIntuitintuit.com$4B raised · Public
Founded202420191983
Sells ToSmall BusinessSmall BusinessEnterprise, Small Business
Pricing ModelSaaSRecurring, SoftwareRecurring, Software, Transactional
OwnershipVenture-backed private companyVenture CapitalPublic
Freelancer Tax and Bookkeeping

Provider Sumlygetsumly.com$0 raised

Founded 2024

Sells To Small Business

Pricing Model SaaS

Ownership Venture-backed private company

Keeper Tax

Provider Keeperkeepertax.com$15.8M raised · Series A

Founded 2019

Sells To Small Business

Pricing Model Recurring, Software

Ownership Venture Capital

QuickBooks, TurboTax

Provider Intuitintuit.com$4B raised · Public

Founded 1983

Sells To Enterprise, Small Business

Pricing Model Recurring, Software, Transactional

Ownership Public

Similar Products & Services

  • Nyc-Based Alt/Finance Innovates Insurance, Lending, And logo

    Nyc-Based Alt/Finance Innovates Insurance, Lending, And

  • Pennee Provides Credit Financing Solutions To logo

    Pennee Provides Credit Financing Solutions To

  • : Leveraging Alternative Data To Enhance logo

    : Leveraging Alternative Data To Enhance

  • Cloud Accounting Software logo

    Cloud Accounting Software

  • Cloud Accounting Software logo

    Cloud Accounting Software

  • Cloud Accounting Software logo

    Cloud Accounting Software

  • Online Tax Preparation Software logo

    Online Tax Preparation Software

  • H&R Block logo

    H&R Block

    hrblock.com