sumlino
Pricing
Sumlino is free until billing starts. Join now and keep Pro at the founding price of $15 a month billed yearly for as long as you subscribe.
One payment a year. Save 17% on Pro. Founding members keep $15 a month on this term.
Free
Try Sumlino on a few of your own clients.
No card. No clock.
Available now. Yours to keep.
Pro
One accountant, every client.
$288 billed yearly · $29 month to month
Founding members: $15 a month, billed yearly
Everything in Starter, plus
Free until billing starts · founding members keep $15 a month, billed yearly
Client reporting Coming soon
From the close to the client conversation.
$948 billed yearly · Pro included
Everything in Pro, plus planned client reporting
Coming soon. Billing and paid reporting are not active; this is a planned total price, not an add-on.
Team At launch
For firms. Priced per seat.
$288 per seat, yearly · $29 month to month
Everything in Pro, plus
Seat billing starts at launch; two seats minimum. Tell us about your firm
Larger firm? Talk to us about Enterprise for SSO, procurement, and custom terms.
Pro+ reporting slots and Team seats are separate. Team includes Pro workspace features; it does not include Pro+ reporting. Existing reporting promises will be honored for eligible early and founding members. We will review eligibility and confirm those terms before paid reporting starts.
Founding price
Swipe sideways to see every plan.
| Feature | Starter | Pro | Pro+ | Team |
|---|---|---|---|---|
| Client workspace | ||||
| Client workspaces | 3 | Unlimited | Unlimited | Unlimited |
| Client characters | ||||
| Typed notes and to-dos | ||||
| Voice notes: transcribed, cleaned up, filed with reviewed suggestions | Pilot | Pilot | Pilot | |
| Follow-ups carried month to month | ||||
| Notes and to-dos synced across your computers | ||||
| The close | ||||
| QuickBooks shortcuts and favorites | ||||
| Bank-feed history, search, ticked totals | ||||
| Reconciliation clues | ||||
| Journal-entry review | ||||
| Dashboard batch cleanup | Sandbox preview | Sandbox preview | Sandbox preview | |
| Reports | ||||
| Margins, liquidity, cash flow totals | Basic | Full | Full | Full |
| Period comparison prompts | ||||
| Dashboard client overview and Advisor | Sandbox preview | Sandbox preview | Sandbox preview | |
| Client reporting company slots | — | Legacy eligibility | 5 · Coming soon | Separate from seats |
| Downloads and regeneration within reporting slots | — | Legacy eligibility | Unlimited when paid reporting launches | Separate from seats |
| Working together (Team) | ||||
| Firm workspace and shared inbox | At launch | |||
| Hand notes and to-dos to a colleague | At launch | |||
| Invitations, roles and client access | At launch | |||
| Support | Community | Priority | ||
In QuickBooks, Sumlino’s helpers are read-only: they read what is on screen and prompt your review. Batch cleanup in the dashboard changes records only after you preview and confirm each batch, and runs against a sandbox company for now. Sumlino never posts to the general ledger on its own.
No. Every plan is free until billing starts. The prices on this page are the planned launch prices in US dollars. Joining does not add a card or start a subscription; we will tell you well before anything changes.
Anyone who joins before billing starts can take Pro at $15 a month billed yearly when billing starts, and that rate stays for as long as the subscription continues. The planned standard price is $24 a month billed yearly, or $29 month to month. If you let the subscription lapse and come back later, the price on the page at that time applies.
One QuickBooks Online company you keep notes, follow-ups and shortcuts for. Starter holds three; Pro is unlimited. In QuickBooks, Sumlino’s helpers only read what is on your screen. The dashboard can connect to a company you authorize for its client overview, which only reads, and for batch cleanup, which changes records only after you preview and confirm each batch, never on its own.
Starter and Pro workspace features are available now, with the QuickBooks helpers read-only. Voice notes are a limited pilot. Dashboard batch cleanup is a sandbox preview: you can filter, select and preview changes, and only fictional test records can be applied until live-company changes are enabled. The dashboard’s client overview (close progress, financials, what needs attention and a balance sheet you can break down to the accounts) reads a sandbox company today and never changes records. The Team plan’s firm workspace (invitations, roles, client access and a shared inbox for notes and to-dos) arrives with seat billing at launch. Pro+ client reporting is coming soon; the public report is a fictional preview, and paid reporting is not active.
The interactive walkthrough runs in your browser with fictional clients and no account. Members sign in with Google or Microsoft to use the extension beside QuickBooks Online. The public Chrome Web Store listing is not available yet.
When personal billing opens, you’ll be able to cancel renewal and keep paid access until the end of the paid period. After that, Starter keeps your saved personal notes and to-dos. Switching between monthly and yearly terms isn’t available yet.
Planned launch prices, shown so you know where Sumlino is headed. No paid subscriptions are offered yet.