Collect
Capture documents from email, portals, or secure uploads.
AI Document Automation
Stop processing.
Start scaling.
Clear document work faster.
Focus on sales, leads, and profit.
14-day trialNo cardCancel anytime
Trusted by accounting firms and finance teams
Ledger & Co.NorthwindBright LabsStudio 56Acme Inc.Pinecone Tax
What Sumext Handles
Less Admin, More Momentum
Give your team a cleaner path from document collection to export.
Extract
AI pulls key fields from invoices, receipts, and forms.
Validate
Smart checks help your team keep accuracy high.
Export
Send clean data to accounting and ERP systems.
Monitor
Track status, exceptions, and workflow performance.
How It Works
Clean records in four simple moves.
A focused workflow for teams that need speed without losing accuracy.
2.3 hrs saved98% accuracyNo chasing
1
Upload
Add files from email, portals, or desktop.
2
Extract
AI reads the right details in seconds.
3
Validate
Review only what needs attention.
4
Export
Send clean data to your systems.
Connected Workflow
Works with the tools you already use.
Export clean, structured data to your accounting and ERP systems without extra copy-paste.
QuickBooks
Online
Xero
Sage
Intacct
NetSuite
Microsoft
Dynamics 365
CSV
Export
Secure By Design
Secure data. Cleaner decisions.
Protect client files while Sumext validates details and prepares reliable exports.
SOC 2
TYPE II
TYPE II
Built for secure workflows
Practical controls for files, teams, and export activity.
Learn about securityProtected files
Encryption in transit and at rest.
Smart checks
Automated validations reduce risk.
Audit trail
Complete history for every action.
Access control
Role-based access and permissions.
Simple Pricing
Pick the plan. Free the team.
MonthlyYearly (save 20%)
Solo
For solo bookkeepers and small clinics
$19 /mo
Up to 300 documents/month
- 2 team members
- Xero + QuickBooks integration
- AI self-learning rules
- WhatsApp notifications
- Contractor seats $5/month
- Email + chat support
Team
For growing accounting firms
$49 /mo
Up to 2,000 documents/month
- 5 team members
- Xero + QuickBooks + Zoho + Tally
- 5 contractor seats included
- Email ingestion inbox
- Chat with documents (AI)
- Priority support
Firm
For established accounting practices
$99 /mo
Unlimited documents/month
- Unlimited team members
- All integrations (Xero, QB, Zoho, Tally)
- Unlimited contractor seats
- Client portal
- White-label option
- Dedicated account manager
14-day free trialNo credit cardCancel anytime
Compare more features
Open the full plan details when you need them.
+-
Compare more features
Open the full plan details when you need them.
| Feature | Solo | Team | Firm |
|---|---|---|---|
| Documents / month | 300 | 2,000 | Unlimited |
| Team members | 2 | 5 | Unlimited |
| Xero + QuickBooks | |||
| Zoho Books + Tally | - | ||
| Contractor seats | $5/month | 5 included | Unlimited |
| WhatsApp notifications | |||
| Email ingestion inbox | - | ||
| Chat with documents | - | ||
| Client portal | - | - | |
| White-label | - | - |
Real Results
Teams get time back where it matters.
"The contractor portal is the feature we didn't know we needed. No more WhatsApp invoices at 9pm — they submit from their phones, we review in the morning."
R
Rozi International
Services · Australia
"Sumext gave us back hours every week. Invoices that used to take 15 minutes each now just appear in Xero, already coded and ready to approve."
M
Massagedynamics
Healthcare clinic · Australia
Learn & Decide
Resources for smarter document workflows.
Guides, answers, and practical ideas for teams ready to process less.
Start with Sumext
Ready to process less?
Join teams using Sumext to save time, improve accuracy, and move faster.