Northside Studio
Xero- Documents
- 3 awaiting review
- History
- 18 documents synced
- Client settings
- Supplier coding
SUMEXT FOR ACCOUNTING FIRMSEvery client’s paperwork,
Every client’s paperwork,
in view.
Give each client their own workspace, with one firm overview of the work waiting across clients.
Firm overview for owners and admins on the Firm plan. Explore plans ↗ Your practiceIllustrative interface
Client overview
Select a client to preview their queue below.
6items waiting
Three separate workspacesOpen selected sample ↘
FROM THE PRACTICE TO THE PAPERWORK
Open a client. See the whole bill.
Keep the original beside its extracted details.
Resolve the exception, then make an approval decision inside that client’s workspace.
Northside Studio/ Document queueInteractive illustration · no live posting
ORIGINAL BILL · SAMPLE
Cedar Print Studio
Billed to Northside Studio
Print & stationeryAED 300.00
VAT · 5%AED 15.00
Total dueAED 315.00
Original retained with the documentExtracted details
Hover or focus to locateReview needed · confirm taxCompare the extracted tax with the original before approving.
Approval and accounting sync are separate steps in this example.
Sample actions affect this illustration only.Full review workflow ↗
SEPARATE CLIENTS. CLEAR CONTROLS.The right records.
The right records.
The right workspace.
Accounting connections, document history and applicable settings stay with the client workspace. Open that client before reviewing or preparing records for accounting.
A practice-level view helps you prioritise; the document review stays inside the selected client. Check the workspace name and connection before continuing.
Understand roles and access ↗Meadow Retail
QuickBooks Online- Documents
- 2 awaiting review
- History
- 12 documents synced
- Client settings
- Approval settings
Atlas Consulting
Zoho Books- Documents
- 1 awaiting review
- History
- 9 documents synced
- Client settings
- Tax mappings
BUILT FOR THE WORK BETWEEN DEADLINES
A clearer start to month-end.
Find the client that needs attention, work through the evidence, and leave the next decision clear.
Use a workflow review to walk through your practice’s client mix, document intake and approval routine, so you can see where Sumext fits.
Book a workflow review- Monthly catch-upStart with outstanding documents.
- Invoice inbox cleanupBring the source and status together.
- AP reviewCheck the bill before accounting.
- Pending-work visibilitySee which client needs attention.
Setup, approvals and accounting connections
Connect each client’s supported accounting platform separately. QuickBooks Online and Zoho Books require approval. Optional review-free processing is limited to eligible Xero documents under enabled, previously approved vendor rules. This sample illustrates manual review, not automated posting.