AI-powered tax and expense tracking platform for self-employed professionals and small business owners.
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.
| Attribute | Freelancer Tax and Bookkeeping | Keeper Tax | QuickBooks, TurboTax | |
|---|---|---|---|---|
| Provider |  |  |  | |
| Founded | 2024 | 2019 | 1983 | |
| Sells To | Small Business | Small Business | Enterprise, Small Business | |
| Pricing Model | SaaS | Recurring, Software | Recurring, Software, Transactional | |
| Ownership | Venture-backed | Venture-backed | Public |
Provider
Founded 2024
Sells To Small Business
Pricing Model SaaS
Ownership Venture-backed
Provider
Founded 2019
Sells To Small Business
Pricing Model Recurring, Software
Ownership Venture-backed
Provider
Founded 1983
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Public
Flare's entry-level managed bookkeeping service for early-stage companies, with local tax compliance, priced from USD 550 per month.
Online bookkeeping service for small businesses with dedicated bookkeepers and tax support.
Tax preparation and planning service for venture-backed startups covering federal, state, and local compliance.
FreshBooks is cloud accounting and invoicing software for small businesses.
Full-service bookkeeping service for venture-backed startups that keeps financial records audit-ready and up to date.
Consolidated bookkeeping for multi-entity startup structures across the US, UK, BVI, Singapore, and Cayman, from USD 795 per month.
Online bookkeeping and accounting service for small businesses with weekly reconciliation and monthly reports.
Outsourced accounting service for venture-backed startups covering bookkeeping, GAAP financials, and investor-ready reporting.
Pilot's bookkeeping service handles monthly closes, categorization, and reporting for startups and small businesses.
Flare's entry-level managed bookkeeping service for early-stage companies, with local tax compliance, priced from USD 550 per month.
Online bookkeeping service for small businesses with dedicated bookkeepers and tax support.
Tax preparation and planning service for venture-backed startups covering federal, state, and local compliance.
FreshBooks is cloud accounting and invoicing software for small businesses.
Full-service bookkeeping service for venture-backed startups that keeps financial records audit-ready and up to date.
AI-powered bookkeeping and accounting platform for startups and small businesses.
Consolidated bookkeeping for multi-entity startup structures across the US, UK, BVI, Singapore, and Cayman, from USD 795 per month.
Tax preparation and filing for businesses and individuals.
Online bookkeeping and accounting service for small businesses with weekly reconciliation and monthly reports.
Outsourced accounting service for venture-backed startups covering bookkeeping, GAAP financials, and investor-ready reporting.
Pilot's bookkeeping service handles monthly closes, categorization, and reporting for startups and small businesses.
Online accounting software for managing finances, invoicing, and compliance.
