Your Entire Financial Life,
Unified in One Intelligent Platform

Whether you're managing a household budget, running a freelance business, or planning your family's future, SunFin brings every part of your financial world together — securely, privately, and effortlessly.

SunFin Interactive Dashboard
Private Vault Storage
Enterprise-Grade Encryption
Multi-Workspace Support
Built for Individuals, Freelancers & Families
Core Platform

Everything you need, built right in.

We didn't just build a budgeting app. We built a full-stack accounting engine hidden behind a beautiful, intuitive interface.

Receipt OCR & Parsing

Snap a photo of any receipt. SunFin automatically extracts the merchant, date, amount, and maps it to the correct transaction.

Bank Synchronization

Connect securely via Plaid or use our powerful manual ledger. Real-time updates keep your net worth and cash flow perfectly accurate.

Intelligent Budgets

Set hard limits or soft warnings. Envelope-style savings goals ensure you're always prepared for upcoming expenses.

Cash Flow Forecasting

Project your 90-day runway using your recurring subscriptions, expected invoices, and historical spending patterns.

Invoicing & CRM

Draft, send, and track payments from clients. Automatically link payments to your ledger and balance sheet.

Multi-Workspace Architecture

Separate your freelance gig, household budget, and LLC into completely isolated workspaces with their own settings.

Designed for every stage of your financial journey.

Individuals

Track every cent, set strict budgets, and forecast your savings effortlessly.

Freelancers

Calculate your True Hourly Wage, log mileage, and map expenses to tax schedules.

Small Businesses

Run double-entry general ledgers, issue invoices, and monitor accounts receivable.

Families

Manage youth allowances and assign dependent roles with restricted ledger access.

Advanced Modules

Go beyond basic budgeting.

Gig Dashboard

Stop guessing your freelance profitability. SunFin calculates your True Hourly Wage by tracking billable hours against associated expenses.

Mileage Tracking

Log trips automatically or manually. Link vehicles to workspaces and assign standard IRS deduction rates for seamless tax prep.

Youth Allowances

Teach financial literacy early. Set up dependent roles with restricted views, manage allowance payouts, and track chores.

Enterprise Security

Your financial data is locked down.

We use secure, isolated blob storage with cryptographically signed, short-lived URLs. Your receipts and documents are never exposed directly to the public internet.

  • Strict Workspace Isolation
  • Role-based Access Control
  • Encryption in Transit & At Rest
{
  "policy": "zero_trust",
  "encryption": "AES-256-GCM",
  "key_rotation": "automated",
  "access_urls": "short_lived_signed",
  "tenant_isolation": "strict"
}

Start tracking your finances in minutes.

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