The Complete Ecosystem
From basic budgeting to double-entry accounting, SunFin grows with you.
Real-time Dashboard & Insights
Get an instant pulse on your net worth, available balances, and spending trends. The dashboard aggregates data from all connected accounts and manual ledgers, presenting it in beautiful, easy-to-read charts.
Seamless Bank Sync & Transactions
Connect your bank accounts securely. SunFin automatically pulls in transactions, categorizes them using your custom rules engine, and allows you to attach OCR-scanned receipts with a single click.
Professional Invoicing
Draft, send, and track professional invoices. Move invoices from Draft to Sent to Paid. When a client pays, it automatically updates your accounts receivable and balances.
Cash Flow Forecasting
Look into the future. SunFin's cash flow forecast uses your recurring bills, subscriptions, savings goals, and scheduled invoices to project your 90-day runway.
Multi-Workspace Architecture
Manage your personal life, your freelance gig, and your family's finances under one login. Workspaces provide complete isolation for transactions, budgets, and settings.
Personal
Everyday tracking, grocery budgets, and savings goals.
Freelance LLC
Invoices, mileage tracking, and tax schedule mapping.
Family Hub
Shared budgets and restricted dependent youth roles.