1Documents are scattered
Bills and receipts remain spread across inboxes, chats, staff and contractors, and shared folders—leaving finance unsure what is still missing.
AI bookkeeping operations
Stop chasing documents.Stop retyping transactions.
Capture bills, receipts, expenses, timesheets and bank statements from WhatsApp, email, staff and cloud folders. Sumext extracts the data, checks for errors, matches bank activity and prepares reviewed entries for your accounting system.
- 14-day free trial
- No card required
- Review before sync
Your accounting software is not the problem.Everything before it is.
Bills arrive through WhatsApp, email, staff and cloud folders. Approvals happen outside the system. Bank transactions wait for supporting documents and correct coding. By the time the ledger is updated, your team has already chased, checked and entered the same information more than once.
2Your team retypes everything
Supplier, tax, totals, projects and line items are repeatedly entered by hand—wasting time and introducing avoidable errors.
3Approvals are difficult to prove
Decisions happen in messages, email and conversations, with no reliable record of who reviewed or approved the transaction.
4Bank lines remain unexplained
Transactions wait for the right supporting document and coding, creating extra review work and slowing month-end close.
Sumext brings these disconnected steps into one controlled workflow—from document arrival to reviewed accounting entry.
See how the workflow worksOne controlled workflow from
document arrival to clean books.
Sumext brings every document, approval and bank match into one review process—so your team handles exceptions instead of repeating routine data entry.
- 1
Capture
Collect documents from WhatsApp, email, staff, uploads and cloud folders.
- 2
Extract
Read supplier, date, tax, totals, line items and references.
- 3
Validate
Check tax IDs, totals, duplicates and missing fields.
- 4
Review
Compare suggestions with the source and approve uncertain entries.
- 5
Reconcile
Match bank activity with the supporting document.
- 6
Sync
Send approved entries and source documents to your connected accounting systems.
Xero
QuickBooks
Zoho Books
Review & approval
Status: Needs reviewSource document
INVOICEABC Office Supplies
DescriptionAmount (AED)
A4 Copy Paper (Ream)714.29
Blue Pens (Box)476.19
- Subtotal
- AED 1,190.48
- VAT 5%
- AED 59.52
- Total
- AED 1,250.00
Extracted details
- Supplier
- ABC Office Supplies
- Invoice
- INV-12345
- Invoice date
- 15 May 2024
- Total
- AED 1,250.00
- Account
- Office expenses ⌄
- Tax
- VAT 5% ⌄
Suggested bank match
AED 1,250.00· 15 May 2024
Match reasons: Exact amount · Same date
Duplicate check
No duplicate foundConfidence
96%This entry remains in human review until approved.
Less chasing
Documents arrive through controlled channels.
Less retyping
Routine fields and coding suggestions are prepared automatically.
More control
Exceptions remain visible until someone reviews and approves them.
Bank reconciliation
Match bank activity with the documents behind it.
Sumext analyses imported statement lines, suggests likely matches and coding, explains the confidence, and keeps uncertain transactions in review.
Suggested matches
Find the most likely supporting document or accounting treatment for each bank line.
Explainable confidence
See why Sumext suggested a result using amount, date, reference and recognised patterns.
Human review
Accept, reject or leave uncertain transactions in review before taking action.
Faster month-end
Spend less time searching for documents behind bank transactions.
Better evidence
Keep supporting documents, coding and review notes together.
More confidence
Approve matches with clearer reasons and fewer surprises.
Capture from anywhere
Documents arrive everywhere.Sumext brings them into one queue.
Bills, receipts, expenses and statements can arrive through customers, staff, contractors, email or cloud folders. Sumext gives your bookkeeping team one controlled place to review what comes in.
One place to review
Bring documents and statements from multiple channels into one controlled queue.
Fewer missing documents
See what has arrived and what still needs attention without chasing across different tools.
Less channel switching
Reduce the need to jump between email, messaging apps, staff portals and cloud folders.
Product proof · traceable numbers
Every extracted number is traceable.
Sumext does not ask you to trust AI blindly. Click any extracted field and see the exact source on the invoice, receipt, or timesheet before you approve.
Source-linked fields Source-first review Audit-ready Built for finance teams
Capture channels
Capture documents from the people closest to the work.
Meet your team and vendors where they already are. Sumext collects, extracts, and syncs, with no extra steps for them.
Frictionless for senders.Nothing posts until you approve.
From: billing@acme.in
To: intake@sumext.com
To: intake@sumext.com
PDF INV-1247.pdf 258 KB
Works with any inbox.Zero learning curve.
No chasing.Just clean submissions.
Policy checks built in.Approvals in one place.
Secure & privateEncrypted end to end
Auto extractionCapture what matters
Review before syncApproval stays in your control
Audit-readyEvery step tracked
Cloud connectivityDrive, Dropbox, SharePoint
Tax-ID validationTRN, GSTIN, VAT details
AI assistantAsk your documentsThree ledgersXero, QuickBooks, Zoho Books
Contractor portal
Stop chasing contractors for paperwork.
Let subcontractors submit invoices, receipts, worksheets, and time logs from their phone. Your finance team reviews and approves before anything reaches the ledger.
Mobile-first for the fieldBuilt for speed. Works anywhere.
Time tracking on siteLog hours against a project, submit the week for approval.
Clean, compliant submissionsStandardised data, fewer follow-ups.
Built-in approval workflowNothing posts until it is approved.
Sumext is built for contractor and subcontractor submission — invoices, receipts, worksheets and time logs, reviewed by finance before anything reaches the ledger.
Ideal for construction, interiors, maintenance, agencies, field teams and subcontractor-heavy businesses.
Project cost receivedPaid
ACME Solutions · Site A₹1,24,500
Timesheet submittedSubmitted
Week of 21–27 Apr42h 15m
Awaiting approvalPending
INV-1247 · Site A₹70,800
Secure. Compliant. Built for trust.
Regional workflows
Built for regional bookkeeping workflows.
Localised compliance. Native tools. Smarter intake.
UAE & Gulf Popular
Built for VAT, TRN, and multi-entity businesses across the GCC.
- TRN validation & VAT compliance checks
- VAT-aware expense capture
- Multi-level approvals & audit trails
- Syncs with Zoho Books
Zoho Books
Preparing for UAE e-invoicing (pilot 2026).
Australia
Purpose-built for contractor, tradie, and professional-service businesses.
- Xero-first contractor & subbie workflows
- Receipts, bills & timesheets in one flow
- Project-based bookkeeping support
- Bank rules & reconciliation ready
- BAS & GST-ready reporting
Xero
India & Pakistan
Built for fast-growing SMEs across South Asia.
- TallyPrime available by request
- WhatsApp document capture
- Automated categorisation & mapping
- GST-ready data & exports
- Designed for SME scale
TallyPrime
Also built for the UK on Xero·and the USA & Canada on QuickBooks Online
Use cases
One intake system for every document-heavy team.
From first-mile capture to audit-ready data, for the teams that keep businesses moving.
Bookkeeping firms
Standardise client intake, reduce back-and-forth, and deliver clean books faster.
Construction & interiors
Capture site docs, subcontractor bills, timesheets, and project expenses in one place.
Trading & distribution
Streamline purchase invoices, GRNs, payments, and stock documents with ease.
SMEs
Automate everyday document intake and stay compliant without the complexity.
Compare
Built beyond document capture.
Most tools digitise paperwork. Sumext focuses on the full intake workflow — contractor submission, combined document, time and expense capture, and review before sync.
| Capability | Sumext | Dext | Tofu | Generic OCR |
|---|---|---|---|---|
| Starting price | $19/mo | Custom pricing | $79/mo | Varies |
| Source-highlight review | — | |||
| Staff expense submitter portal | — | |||
| Contractor submission portal | — | — | — | |
| Billable time tracking | — | — | — | |
| Zoho Books sync | — | |||
| Human approval before sync | — |
Comparison based on publicly available information as of July 2026. Competitor features vary by region, plan and setup.
Integrations Xero QuickBooks Zoho Books
Works with the accounting software your clients already use.
Approved documents sync with attachments, categories, tax details, and audit history.
Xero QuickBooks Zoho BooksTallyPrime available by request
Connect the ledger each organisation uses. Firm workspaces manage different client ledgers separately.
Security & control
AI speed with finance-team control.
Every document is reviewed before it syncs, access is permissioned by role, and every action is logged, so you can move fast with confidence.
Review before sync
QuickBooks and Zoho entries sync after approval. Xero can optionally auto-sync documents that meet your rules.
Role-based access
Granular permissions ensure the right people see and edit the right data.
Audit history
Every action is logged with who, what, when, and from where.
Source document attached
Original files stay attached to every entry for full context.
No blind posting
No journalling without visibility. Review first, then sync.
Encrypted storage
Encryption in transit and at rest for your financial data.
Capture, extract, review, syncNothing posts to the ledger until a person approves it.
Audit trail
INV-1247Captured
Rakesh Kumar · 10:32
Rakesh Kumar · 10:32
Extracted
Sumext AI · 10:32
Sumext AI · 10:32
Review started
Rakesh Kumar · 10:33
Rakesh Kumar · 10:33
Approved
Rakesh Kumar · 10:34
Rakesh Kumar · 10:34
Synced to Xero
Sumext · 10:34
Sumext · 10:34
Enterprise-grade security.
Your data stays private, protected, and under your control. Encryption in transit & at rest Role-based access Audit logs Documented access and audit controls
Your data stays private, protected, and under your control. Encryption in transit & at rest Role-based access Audit logs Documented access and audit controls
PricingMost popular
Simple plans for clean books.
Transparent pricing. Every plan includes AI extraction, review, and ledger sync.
Solo
$19 /mo
or $15/mo billed annually
For one operator or a small business.
- 300 documents / month
- 1 user
- All three ledgers
- Line items & bank statements
- Tax-ID validation & AI assistant
- Bulk PDF split
Starter
$29 /mo
or $23/mo billed annually
For small teams that need automated intake.
- Everything in Solo
- 3 users · 750 documents / month
- Drive, Dropbox & SharePoint
- Email capture
- Mileage tracking
Team
$49 /mo
or $39/mo billed annually
For teams with contractors, WhatsApp capture, and approvals.
- Everything in Starter
- Unlimited users · 2,000 documents / month
- Contractor portal & 5 seats
- Expense submitter & time tracking
- Job costing & bill this job
- WhatsApp capture & approvals
Firm
$99 /mo
or $79/mo billed annually
For bookkeeping firms managing multiple clients.
- Everything in Team
- 5,000 pooled documents / month
- Up to 50 client workspaces
- 15 contractor seats
- Practice dashboard & client health
- Per-client usage & optional limits
Add +100 documents for $10 or a contractor seat for $5 beyond those included. Hit your limit? Add a document pack or pause — your call. No surprise bills. Statements count per page, so a 50-page statement uses 50 documents.
Firm includes one pooled document allowance across all clients, with per-client usage visible. Clients are included, never billed per client.
FAQ
Questions before you start.
Straight answers on how capture, review, and sync actually work.
Does Sumext post directly to my ledger?
Sumext is review-before-sync by default. QuickBooks Online and Zoho Books sync after one-tap approval. Xero organisations can optionally enable hands-off auto-sync for documents that meet their rules.
Which accounting software do you support?
Xero, QuickBooks Online and Zoho Books. TallyPrime is available by request.
How does WhatsApp capture work?
Forward a document to your Sumext intake and it lands in your review queue. It is captured, not posted. A person approves the extracted data before anything reaches the ledger.
Can contractors submit without learning accounting software?
Yes. Contractors upload invoices, receipts, worksheets, and time logs from a simple mobile portal. Your finance team handles the review and sync.
Do you track time?
Yes. Team and Firm users can track time against clients and projects, submit it for approval, sync approved time natively to Zoho Books, or export it as CSV for Xero and QuickBooks.
Do I need to build a template for each supplier?
No. Extraction works without per-supplier templates, and Sumext learns your vendor-to-ledger mapping over time so repeat documents get faster.
Is there a free trial?
Yes. Every plan includes a 14-day trial with no card required.
Approve documents. Don't retype them.
Start with one workflow: invoices, receipts, contractor bills, or staff expenses. Sumext captures the document, verifies the data, you approve it, and it syncs to your ledger.
14-day trial No card needed Review before sync