Sumly vs SlimBooks

Sumly is the financial home for the self-employed. Whether you're a freelancer, independent consultant, contractor, or single-member LLC, Sumly gives you one place to manage business and personal finances, file your taxes, and stop leaving money on the table. The average self-employed professional overpays $2,350 in taxes every year. Sumly changes that. What you can do with Sumly File your taxes with confidence: A streamlined filing experience built for self-employed income, deductions, and the complexity that comes with working for yourself. Automatic expense tracking: Your expenses are captured and categorized automatically. No spreadsheets, no manual uploads, no end-of-year scramble. Real-time tax savings: Watch your tax bill decrease as deductions are applied. You always know where you stand. Quarterly estimate reminders: Never miss an IRS deadline. Smart nudges keep you on schedule all year. Top deduction opportunities: Sumly flags high-impact deductions you might be missing so nothing gets left behind. Priority support from a tax expert: When you have questions, a real tax expert is available to help fast. Stay organized year-round and walk into filing season with clarity and confidence. Privacy Policy: https://www.getsumly.com/legal-pages/privacy-policy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

When you were an employee, tax time meant a W-2 showed up. Nobody hands a business owner that form. SlimBooks is how self-employed service providers — consultants, freelancers, creators, developers, and single-member LLCs — make one: a tax-ready Schedule C (Form 1040) summary built from your business spending, without learning bookkeeping. HOW IT WORKS - Connect your bank securely through Plaid, or import a CSV - On mixed accounts, swipe to separate personal from business — left for personal, right for business - Categorize expenses into real Schedule C categories. SlimBooks suggests as it learns your vendors - Generate a clean report of income and expenses, ready for your accountant or your tax software WHY IT'S DIFFERENT - Purpose-built for Schedule C filers, not scaled-down business software - No accounting vocabulary required - Your bank credentials are never stored — connections run through Plaid, the same infrastructure other major financial apps use WHAT IT'S NOT SlimBooks doesn't file your return and doesn't give tax advice. It's made for people who sell services. If you also keep products in stock, turn on inventory and SlimBooks works out your cost of goods sold for the report. SlimBooks does the sorting, so your accountant bills you for expertise instead of data entry. PLANS - Manual — free. Import CSVs, categorize, and generate reports. - Autopilot — automatic sync for up to two banks, with suggested categories. $9.99 a month through the App Store, with the first month free for new subscribers. It renews monthly until you cancel, and you can cancel any time in your Apple ID subscriptions. Questions? gustavo@getslimbooks.com Privacy: https://www.getslimbooks.com/privacy Terms: https://www.getslimbooks.com/terms