Sumyfi
Connect accounts and see spending, bills and goals together
About Sumyfi
Sumyfi is a personal finance dashboard for people whose money is spread across bank accounts, credit cards, investment accounts and spreadsheets. It brings balances, transactions, subscriptions, budgets and savings goals into one connected view, so users can see what is happening without rebuilding the picture themselves.
Premium adds automatic read-only bank sync through Plaid, covering a large number of banks and credit card and investment institutions in North America. Users can also manually link accounts on the free plan. The product states that it cannot move money or change account settings, and that it does not ask for bank passwords directly.
A built-in AI assistant answers follow-up questions about the user's own balances, transactions, recurring charges and budgets. The company says its answers are meant to support decisions rather than replace professional financial, tax or legal advice.
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