SumSwift for your money
Connect your bank and SumSwift knows your money: books matched to the cent, taxes worked out, payroll, invoices and a forecast before you need it.
What SumSwift does with your money
Books, done and matched
Every transaction sorted, every account matched to the bank to the cent, every day. Receipts read and matched from a photo or your email.
Taxes, worked out
Estimated tax, sales tax, 1099s and Schedule C, for every state, ready for your CPA.
A CFO on call
A 13-week cash forecast, your runway, key numbers and what-ifs: hire someone, lose a customer, buy equipment, and see what happens.
Payroll, invoices and bills
Run payroll with federal, state and local taxes worked out, send invoices customers can pay online, and keep bills on track.
Your business, in four numbers
Every morning, from books matched to your bank to the cent. An example business.
Ask it about your money
Connected to how you already run things
Give them read-only access to everything, free.
Contractors, restaurants, stores, landlords, clinics, charities and more.
Keep QuickBooks in sync automatically.
Shopify, Square, Amazon, Etsy and more, connected.
Item by item, with costs and what's running low.
Each state's taxes built in.
Questions
SumSwift connects to your bank read-only through Plaid. It can't move or send money.
They still file your taxes. SumSwift gives them clean, matched books and everything they ask for.
Across the US and Canada, with each state's and province's taxes built in.
Connect your bank or drop in statements; a full year of books is ready in minutes.
Put your money in order
Connect your bank read-only and see your books, taxes and forecast in minutes.
Join the waitlist