Sumly
Techstars '26New York City, US · Founded 2024 · 3 employees on LinkedIn · 1 known investors
Sumly is bookkeeping software built for self-employed workers and freelancers, offering automatic expense tracking, quarterly estimated tax calculations, tax filing by licensed tax pros, and LLC setup. It connects to users' bank accounts read-only via Plaid to categorize expenses and keep books organized.
Founders & leadership
Sumly was founded in 2024 by Maggi Heneghan and Maximo Librandi.
Investors · 1
Competitors · 10
by search overlap
Jackson Hewitt10 shared keywordsJackson Hewitt is a tax preparation company offering in-person and year-round tax filing, amendments, refund tracking, and IRS tax resolution services for individual consumers across the United States. It operates through franchised local offices, including locations inside Walmart stores, and also offers franchise ownership and business acquisition options.
Keeper10 shared keywordsKeeper Tax provides tax filing and accounting software for W2 employees, contractors, sole proprietors, and small business owners, with tiered plans ranging from self-service to dedicated accountant support. The company serves individual taxpayers and businesses with varying complexity levels, from simple returns to S-Corps and partnerships.
SmartAsset10 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Intuit®10 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Bonsai9 shared keywordsBonsai is an all-in-one platform for agencies and small businesses that combines project management, time tracking, invoicing, and client relationship management in a single integrated system. The platform is designed to help teams manage projects, client workflows, and payments efficiently.
Everlance8 shared keywordsEverlance provides productivity tools that help businesses and independent workers automate routine tasks to save time and money. The platform focuses on reducing administrative burden and enabling users to redirect resources toward core business activities.
ADP8 shared keywordsADP provides cloud-based human capital management solutions that integrate payroll, HR, talent management, time and attendance, tax, and benefits administration for businesses globally. The company serves as a comprehensive provider of HCM software and business outsourcing services with analytics and compliance expertise.
Fincent8 shared keywordsFincent provides a transaction management and collaboration platform that aggregates bank and credit card feeds into a unified view for personal finance tracking and bookkeeper coordination. The platform offers transaction search, automatic categorization, and real-time collaboration features for users managing their financial records.
Taxfyle7 shared keywordsTaxfyle connects individuals and businesses with US-based CPAs and Enrolled Agents to prepare and file tax returns, including back taxes, extensions, and prior-year filings. It operates a marketplace of tax professionals and also offers firm partnerships and client services.
Mileiq6 shared keywordsMileIQ provides an automated mileage tracking app that helps drivers log vehicle miles for tax deductions and reimbursement purposes. The company serves drivers and fleet managers who need simplified mileage reporting.
Companies competing with Sumly for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Sumly do?
- Sumly is bookkeeping software built for self-employed workers and freelancers, offering automatic expense tracking, quarterly estimated tax calculations, tax filing by licensed tax pros, and LLC setup. It connects to users' bank accounts read-only via Plaid to categorize expenses and keep books organized.
- Who founded Sumly?
- Sumly was founded by Maggi Heneghan, Maximo Librandi in 2024.
- Who are Sumly's investors?
- Sumly's investors include Techstars.
- Where is Sumly headquartered?
- Sumly is headquartered in New York City, US.