Source & Sum Join the waitlist

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Answers that always show their work.

Source & Sum turns messy financial records into clear analysis, with every result connected to the transactions and files behind it.

Get an invite when we’re ready. No noise in the meantime.

Traceable Private Reproducible

From source to sum

See the answer. Inspect the path.

Explore the files, transformations, supporting rows, and final analysis in one connected workspace.

Source & Sum workspace showing Amazon order data flowing into a spending analysis with charts and supporting rows
01

Bring the source material

Start with statements, exports, receipts, and purchase histories—not manual re-entry.

02

Ask real questions

Turn raw records into useful views, reports, and explanations for the decisions at hand.

03

Follow every number back

Keep the evidence beside the analysis, so an answer never becomes a mystery.

Be first to know

Your financial picture should add up.

Join the waitlist