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AI Assistant

Ask your books a question.

Chat with your workspace data — vendors, totals, pending reviews, recent documents — and get an answer, instead of exporting a report to go find it yourself.

14-day free trial · No credit card

AI Assistant · Sample workspaceReview queue
Ask SumextWorkspace context
Which documents are waiting for review?
I can help you find pending documents in this workspace and open the source record for review.
Ask about vendors, documents or reviews

Illustrative interface · Sample data · No live posting

The problem

Answers should not require another report.

The answer to a simple question — what did we spend with this vendor last quarter? — usually means opening three screens and doing the math by hand.

How it works

Ask, inspect, and open the source.

01

Open the assistant from your dashboard.

02

Ask in plain language — about a vendor, a document, or a pending review.

03

The assistant answers from your live workspace data.

04

Follow up, or jump straight to the document it references.

What makes it different

Questions against your own workspace.

This is conversational access to your own live data, not a static rule engine. Dext's automation is rules you configure once; Sumext's assistant answers what you ask, when you ask it.

FeatureSumextOthers
Conversational assistantYesNo (static rules only)
Answers from live workspace dataYes—

See it in your workflow

Ready to try it?

Guided setup · 14-day free trial · No credit card