Feature Deep Dive
Explore the powerful tools that make SunFin the ultimate financial operating system.
Overview
Your daily financial command center
Dashboard
Real-time balances, net worth tracking, and quick insights across all your workspaces.
Transactions
Smart search, split transactions, receipt OCR, and status tagging for complete clarity.
Insights
Interactive charts for cash flow, net worth, category spending, and budget progress.
Accounting & CRM
Professional-grade tools for freelancers and businesses
Customers & Vendors
Manage client and vendor profiles with linked transaction histories.
Reports & P&L
Generate Profit & Loss statements and export CSVs for accountants or tax software.
Invoices
Create multi-item invoices with tax rates and track statuses from Draft to Paid.
Balance Sheet
Real-time asset, liability, and equity calculations in a clean, print-ready format.
Banking & Ledger
A complete financial engine under the hood
Bank Accounts
Connect via Plaid or create manual offline accounts for cash and envelopes.
General Ledger
Full double-entry accounting with debit/credit audit trails and linked references.
Categories
Custom income and expense categories with color tags and tax schedule mapping.
Rules Engine
Automate categorization with keyword-based rules that respect user overrides.
Planning Tools
Plan ahead with clarity and confidence
Calendar
A monthly financial calendar showing recurring schedules and daily cash flow.
Budgets
Set monthly or yearly limits with smart warnings at 75% and 90% thresholds.
Savings Goals
Envelope-style saving with target amounts, deadlines, and progress tracking.
Recurring
Manage predictable income and expenses like bills, subscriptions, and rent.
Cash Flow Forecast
A 90-day runway projection that warns you before balances dip too low.
Advanced Modules
Premium tools for power users, freelancers, and families
Mileage Tracking
Track business vehicle usage with odometer logs and deduction-ready summaries.
Tax Prep
Organize categories into tax schedules and generate CPA-friendly reports.
Gig Dashboard
Calculate your true hourly wage by comparing income, expenses, and logged hours.
Youth Allowances
Automated allowance payouts with dependent roles and savings goals for kids.