Pricing · Straightforward plans

Simple plans for your paperwork workflow.

Every plan includes all three ledgers, line items, bank statements, AI extraction, and a 14-day free trial.

Solo

300 documents/month

$19/mo

Or $180/year (just $15/mo) billed annually

✓1 user · 300 documents/month
✓Xero, QuickBooks Online, and Zoho Books
✓Line items and bank statements
✓Tax-ID format checks
✓AI assistant
✓Bulk PDF split

Start free

Starter

750 documents/month

$29/mo

Or $276/year (just $23/mo) billed annually

✓Everything in Solo
✓3 users · 750 documents/month
✓Google Drive, Dropbox, and SharePoint connections
✓Email capture
✓Mileage tracking

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Team

2,000 documents/month

Firm

5,000 documents/month

$99/mo

Or $948/year (just $79/mo) billed annually

✓Everything in Team
✓Unlimited users · 5,000 pooled documents/month
✓Up to 50 client workspaces
✓15 contractor seats included
✓25 authorized WhatsApp senders
✓Practice dashboard and client health
✓Per-client usage visibility and optional limits

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On Team and Firm, authorized contractors can send document photos or PDFs by WhatsApp. Their number is verified on first use, and each document goes to accounts review before any accounting action.See how capture works.

Add capacity when you need it

+100 documents for $10, one-time, valid for the current month. 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.

Book Demo

Xero, QuickBooks and Zoho Books on every plan · TallyPrime by request · 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 one-time	+100/$10 one-time	+100/$10 one-time	+100/$10 one-time
Team members	1	3	Unlimited	Unlimited
Line items	Included	Included	Included	Included
Bank statements	Included	Included	Included	Included
Direct Xero integration	Included	Included	Included	Included
Direct QuickBooks Online integration	Included	Included	Included	Included
Direct Zoho Books integration	Included	Included	Included	Included
TallyPrime integration	By request	By request	By request	By request
Integrations at once	1	1	1	1/client
Client workspaces	1	1	1	Up to 50
AI assistant	Included	Included	Included	Included
Tax-ID format checks	Included	Included	Included	Included
Duplicate 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 folder connections	-	Included	Included	Included
Mileage tracking	-	Included	Included	Included
Time tracking	-	-	Included	Included
Job costing	-	-	Included	Included
Multi-client dashboard	-	-	-	Included
Hourly terms, cross-checks, bank-detail protection, decision history	Early access: ask us	Early access: ask us	Early access: ask us	Early access: ask us