SUMLY​

There’s a strange loneliness that comes with being self-employed.

 

One minute you’re answering emails, sending invoices, and managing clients. The next, you’re staring at tax forms wondering how something so important can also feel completely impossible.

And somewhere in between all of that, expenses pile up. Receipts disappear. Savings get overlooked. And financial planning becomes something people promise themselves they’ll “figure out later.”

That’s where Sumly came in.

 

Sumly was created for solopreneurs, freelancers, and self-employed workers trying to build sustainable careers without burning themselves out in the process. The platform uses machine learning to help users identify missed savings opportunities, track expenses, and navigate tax season with a little less stress.

When our team joined the project, Sumly’s V1 sign-up flow was preparing to launch.

Our challenge? Design what happened after.