Sumly — AI Tax and Expense Platform
ProductCurrently Offered
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.
Sumly is an AI-powered tax and expense platform built for self-employed professionals, fractional CFOs, coaches, consultants, and independent providers. It connects to user bank accounts to track income and deductions year-round, automatically categorize expenses with machine learning, and identify missed tax write-offs.
The platform includes an AI Taxbot for answering common tax questions and offers access to real tax professionals who can provide personalized advice and file returns on behalf of users. Sumly is currently operating a waitlist for early access, with the first users receiving a free one-on-one consultation with a tax professional.
AI-powered tax and expense tracking platform for self-employed professionals and small business owners.
Keeper Tax
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| Attribute | Sumly — AI Tax and Expense Platform | Keeper Tax | QuickBooks | TurboTax | Nyc-Based Alt/Finance Innovates Insurance, Lending, And | Pennee Provides Credit Financing Solutions To | : Leveraging Alternative Data To Enhance | Xero — Cloud Accounting Software | Online Tax Preparation Software | H&R Block | Credit Karma Tax | Bank Data Connectivity Platform | Financial Data APIs | Brex Card | Klutch Credit | FreeTaxUSA | Privy Wallet Infrastructure | BILL Spend & Expense | Privacy Virtual Cards | Ramp Corporate Cards | : A Business Services Provider Offering | Klutch Spend | Apple Card | Mercury Card | Stripe Payments | : Specialized Software Provider For Mobile | Mobile Payment And Wallet Services For | Payment Network Services | Braintree | PayPal Checkout | Square Payments | Point-of-Sale Financing | Shift4 Payments | Olo Pay | Toast Payments | Klarna Pay Later | PayPal Pay Later | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Provider |  Sumlygetsumly.com$0 raised |  Keeper |  Intuit | Intuit |  Alt.Fn |  Pennee Technologiespennee.co$450k raised · Pre-Seed |  Shuboxshubox.ai$0 raised · Pre-Seed | Xeroxero.com$0 raised · Public |  TaxActtaxact.com$0 raised |  H&R Block Company$0 raised · Public | Intuit |  Plaidplaid.com$734.3M raised · Series D | Plaidplaid.com$734.3M raised · Series D |  Brexbrex.com$1.5B raised · Late Stage Private |  Klutch |  FreeTaxUSA Companyfreetaxusa.com$0 raised |  Privyprivy.io$41.3M raised · Acquired |  Bill.com Holdingsbill.com$216M raised · Public |  Privacy.comprivacy.com$0 raised |  Rampramp.com$2.1B raised · Series D |  Astriusastrius.co$100k raised · Pre-Seed | Klutch |  Appleapple.com$0 raised · Public |  Mercurymercury.com$446M raised · Series C |  Stripestripe.com$8.7B raised · Series A |  Buyable |  Storspaystorspay.com$120k raised · Pre-Seed | American Express |  PayPalpaypal.com$5.2B raised · Public | PayPalpaypal.com$5.2B raised · Public |  Blockblock.xyz$601.2M raised · Public | PayPalpaypal.com$5.2B raised · Public |  Shift4shift4.com$13.7M raised · Public |  Olo |  Toast |  Klarnaklarna.com$4.8B raised · Public | PayPalpaypal.com$5.2B raised · Public | |
| Founded | 2024 | — | — | — | — | 2021 | 2022 | 2006 | 1998 | 1955 | — | 2013 | 2013 | 2017 | — | 2001 | 2021 | 2006 | 2014 | 2019 | 2010 | — | 1976 | 2017 | 2010 | — | 2022 | — | 1998 | 1998 | 2009 | 1998 | 1999 | — | — | 2005 | 1998 | |
| Sells To | Small Business | — | — | — | — | Small Business | Enterprise, Small Business | Small Business | — | Consumers, Small Business | — | Enterprises | Enterprises | Enterprise | — | — | Enterprises | Enterprises, Small Business | Individuals | Enterprise, Small Business | — | — | Enterprises, Individuals | Startup | Enterprises, SMB | — | Small Business | — | Enterprises | Enterprises | Individuals, SMB | Enterprises | — | — | — | Enterprises, Individuals | Enterprises | |
| Pricing Model | SaaS | — | — | — | — | Recurring, Software, Transactional | Recurring, Software, Transactional | SaaS, Subscription | — | Transactional | — | Subscription | Subscription | Recurring, Software, Transactional | — | — | Recurring | Recurring, Software | Subscription | Recurring, Software, Transactional | Recurring, Transactional | — | Services, Subscription | SaaS | Recurring, Transactional, Usage-based | — | Recurring | — | Transactional Commission | Transactional Commission | Transactional Commission | Transactional Commission | — | — | — | Transactional Commission | Transactional Commission | |
| Ownership | Venture-backed private company | — | — | — | — | Venture Capital | Venture Capital | Public | — | Public | — | Private | Private | Acquired | — | — | Venture Capital | Public | Private | Equity, Venture Capital | Private, Venture Capital | — | Public | Private | Private Equity, Venture Capital | — | Venture Capital | — | Public | Public | Public | Public | — | — | — | Public | Public |
Provider Sumlygetsumly.com$0 raised
Founded 2024
Sells To Small Business
Pricing Model SaaS
Ownership Venture-backed private company
Provider Keeper
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Intuit
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Intuit
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Alt.Fn
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Pennee Technologiespennee.co$450k raised · Pre-Seed
Founded 2021
Sells To Small Business
Pricing Model Recurring, Software, Transactional
Ownership Venture Capital
Provider Shuboxshubox.ai$0 raised · Pre-Seed
Founded 2022
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Venture Capital
Provider Xeroxero.com$0 raised · Public
Founded 2006
Sells To Small Business
Pricing Model SaaS, Subscription
Ownership Public
Provider TaxActtaxact.com$0 raised
Founded 1998
Sells To —
Pricing Model —
Ownership —
Provider H&R Block Company$0 raised · Public
Founded 1955
Sells To Consumers, Small Business
Pricing Model Transactional
Ownership Public
Provider Intuit
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Plaidplaid.com$734.3M raised · Series D
Founded 2013
Sells To Enterprises
Pricing Model Subscription
Ownership Private
Provider Plaidplaid.com$734.3M raised · Series D
Founded 2013
Sells To Enterprises
Pricing Model Subscription
Ownership Private
Provider Brexbrex.com$1.5B raised · Late Stage Private
Founded 2017
Sells To Enterprise
Pricing Model Recurring, Software, Transactional
Ownership Acquired
Provider Klutch
Founded —
Sells To —
Pricing Model —
Ownership —
Provider FreeTaxUSA Companyfreetaxusa.com$0 raised
Founded 2001
Sells To —
Pricing Model —
Ownership —
Provider Privyprivy.io$41.3M raised · Acquired
Founded 2021
Sells To Enterprises
Pricing Model Recurring
Ownership Venture Capital
Provider Bill.com Holdingsbill.com$216M raised · Public
Founded 2006
Sells To Enterprises, Small Business
Pricing Model Recurring, Software
Ownership Public
Provider Privacy.comprivacy.com$0 raised
Founded 2014
Sells To Individuals
Pricing Model Subscription
Ownership Private
Provider Rampramp.com$2.1B raised · Series D
Founded 2019
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Equity, Venture Capital
Provider Astriusastrius.co$100k raised · Pre-Seed
Founded 2010
Sells To —
Pricing Model Recurring, Transactional
Ownership Private, Venture Capital
Provider Klutch
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Appleapple.com$0 raised · Public
Founded 1976
Sells To Enterprises, Individuals
Pricing Model Services, Subscription
Ownership Public
Provider Mercurymercury.com$446M raised · Series C
Founded 2017
Sells To Startup
Pricing Model SaaS
Ownership Private
Provider Stripestripe.com$8.7B raised · Series A
Founded 2010
Sells To Enterprises, SMB
Pricing Model Recurring, Transactional, Usage-based
Ownership Private Equity, Venture Capital
Provider Buyable
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Storspaystorspay.com$120k raised · Pre-Seed
Founded 2022
Sells To Small Business
Pricing Model Recurring
Ownership Venture Capital
Provider American Express
Founded —
Sells To —
Pricing Model —
Ownership —
Provider PayPalpaypal.com$5.2B raised · Public
Founded 1998
Sells To Enterprises
Pricing Model Transactional Commission
Ownership Public
Provider PayPalpaypal.com$5.2B raised · Public
Founded 1998
Sells To Enterprises
Pricing Model Transactional Commission
Ownership Public
Provider Blockblock.xyz$601.2M raised · Public
Founded 2009
Sells To Individuals, SMB
Pricing Model Transactional Commission
Ownership Public
Provider PayPalpaypal.com$5.2B raised · Public
Founded 1998
Sells To Enterprises
Pricing Model Transactional Commission
Ownership Public
Provider Shift4shift4.com$13.7M raised · Public
Founded 1999
Sells To —
Pricing Model —
Ownership —
Provider Olo
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Toast
Founded —
Sells To —
Pricing Model —
Ownership —
Provider Klarnaklarna.com$4.8B raised · Public
Founded 2005
Sells To Enterprises, Individuals
Pricing Model Transactional Commission
Ownership Public
Provider PayPalpaypal.com$5.2B raised · Public
Founded 1998
Sells To Enterprises
Pricing Model Transactional Commission
Ownership Public