Solo
300 documents/month
$19/mo
Or $15/mo billed annually
- ✓1 user · 300 documents/month
- ✓Xero, QuickBooks, Zoho Books, and TallyPrime
- ✓Line items and bank statements included
- ✓Tax-ID validation
- ✓AI assistant
- ✓Bulk PDF split
Pricing
Simple subscriptions for document automation.
Every plan includes all four ledgers, line items, bank statements, AI extraction, and a 14-day free trial.
Starter
750 documents/month
$29/mo
Or $23/mo billed annually
- ✓Everything in Solo
- ✓3 users · 750 documents/month
- ✓Google Drive, Dropbox, and SharePoint
- ✓Email capture
- ✓Mileage tracking
Team
2,000 documents/month
$49/mo
Or $39/mo billed annually
- ✓Everything in Starter
- ✓Unlimited users · 2,000 documents/month
- ✓5 contractor seats included
- ✓Contractor portal and expense submitter
- ✓Time tracking, job costing, and bill this job
- ✓WhatsApp capture and approvals
Firm
5,000 documents/month
$99/mo
Or $79/mo billed annually
- ✓Everything in Team
- ✓Unlimited users · 5,000 pooled documents/month
- ✓Up to 50 client workspaces
- ✓15 contractor seats included
- ✓Practice dashboard and client health
- ✓Per-client usage visibility and optional limits
Add capacity when you need it
Add 100 documents for $10, or add a contractor seat for $5 beyond the seats included in your plan.
Statements count per page, so a 50-page statement uses 50 documents.
Hit your limit? Add a document pack or pause — your call. No surprise bills.
One allowance for the whole firm
One pooled document allowance across all your clients, with per-client usage visible — and clients are included, never billed per client.
Want to see Sumext with real workflows?
Book a 30-minute live demo and we will walk through invoice extraction, review, approvals, and accounting sync.
All integrations available on every plan · One accounting platform per organisation · Switch anytime · No lock-in
Choosing for a lean operation? Read the owner-operator workflow. Adding external workers? The contractor invitation guide explains included seats, overages and deactivation.
| Feature | Solo | Starter | Team | Firm |
|---|---|---|---|---|
| Documents/month | 300 | 750 | 2,000 | 5,000 pooled |
| Extra documents | +100/$10 | +100/$10 | +100/$10 | +100/$10 |
| Team members | 1 | 3 | Unlimited | Unlimited |
| Line items | Included | Included | Included | Included |
| Bank statements | Included | Included | Included | Included |
| Xero integration | Included | Included | Included | Included |
| QuickBooks integration | Included | Included | Included | Included |
| Zoho Books integration | Included | Included | Included | Included |
| TallyPrime integration | Included | Included | Included | Included |
| Integrations at once | 1 | 1 | 1 | 1/client |
| Client workspaces | 1 | 1 | 1 | Up to 50 |
| AI assistant | Included | Included | Included | Included |
| Tax-ID validation | Included | Included | Included | Included |
| Duplicate + fraud detection | Included | Included | Included | Included |
| Contractor seats | - | - | 5 included | 15 included |
| WhatsApp capture | - | - | 10 senders | 25 senders |
| Approval workflows | - | - | Included | Included |
| Expense submitter portal | - | - | Included | Included |
| Email capture | - | Included | Included | Included |
| Cloud connectivity | - | Included | Included | Included |
| Mileage tracking | - | Included | Included | Included |
| Time tracking | - | - | Included | Included |
| Job costing + bill this job | - | - | Included | Included |
| Multi-client dashboard | - | - | - | Included |
| Per-client usage + health | - | - | - | Included |