How to Manage Your Sumext Billing
View Your Current Plan
Go to Settings → Billing.
Solo Plan - $19/month
- 300 documents/month
- 1 team member
- Xero, QuickBooks Online and Zoho Books; TallyPrime by request
- Contractor seats: $5/seat add-on
- Extra docs: +100 for $10
- Not included: WhatsApp, Approval workflows, Expense claims, Email ingestion, Chat with docs
Starter Plan - $29/month
- 750 documents/month
- 3 team members
- Xero, QuickBooks Online and Zoho Books; TallyPrime by request
- Email capture and cloud folder connections
- Extra docs: +100 for $10
Team Plan - $49/month
- 2,000 documents/month
- Unlimited team members
- Xero, QuickBooks Online and Zoho Books; TallyPrime by request
- 5 contractor seats included
- WhatsApp notifications
- Approval workflows
- Expense claims + submitter portal
- Email ingestion
- Chat with documents
- Extra docs: +100 for $10
Firm Plan - $99/month
- 5,000 documents/month
- Unlimited team members
- Xero, QuickBooks Online and Zoho Books; TallyPrime by request
- Up to 50 client workspaces
- 15 contractor seats included; more available on request
- All Team features
- Multi-client dashboard
- White-label option
- Extra docs: +100 for $10
One accounting platform per organisation; Firm supports one per client workspace.
Upgrade Your Plan
Click Upgrade Plan on the Billing page.
Select your new plan. The upgrade takes effect immediately. You're charged a prorated amount for the remainder of your current billing period.
Current monthly document limits:
- Solo: 300 documents/month
- Starter: 750 documents/month
- Team: 2000 documents/month
- Firm: 5000 documents/month
- Custom: Negotiated
Switch to Annual Billing
Annual billing saves 20% compared to monthly billing.
On the Billing page, click Switch to Annual.
Pricing:
- Solo: $180/year
- Starter: $276/year
- Team: $468/year
- Firm: $948/year
Add Contractor Seats (Solo plan)
On the Solo plan, contractor seats are available as an add-on at $5/month per seat.
Go to Settings → Billing → Add contractor seats. Select the number of seats. Click Confirm, charge is immediate.
Document Add-On Packs
If you reach your monthly document limit, you can purchase additional capacity without upgrading your plan.
Add-on pricing: 100 extra documents - $10 one-time.
Available on Solo, Starter, Team, and Firm plans.
How to add:
- Go to Settings → Billing → Add document pack.
- Select the number of packs needed.
- Confirm the purchase. The charge is applied immediately.
- Your extra document capacity is valid until the end of the current monthly usage period.
Compare the cost of extra packs with the next plan before you upgrade.
Custom Plan
For large accounting practices or enterprise firms needing more than 5,000 documents/month, custom contractor volumes, or dedicated support, email support@sumext.com.
Use the subject "Custom plan enquiry". We'll respond within 1 business day.
Cancel Your Subscription
Go to Settings → Billing → Cancel subscription.
Your account remains active until the end of your current billing period. After that, you lose access to the app but your data is retained for 30 days.
To export your data before cancelling, go to Settings → Export Data.
Billing Questions
Where is my invoice/receipt?
Go to Settings -> Billing -> Billing History. Download any past invoice as a PDF.
I was charged incorrectly.
Email support@sumext.com with your account email and the charge amount. We'll resolve it within 1 business day.
Do you offer refunds?
See our full refund policy at sumext.com/refund-policy.