Documents arrive everywhere
Invoices and receipts come in via WhatsApp, email, phones, and staff — and forwarded PDFs have no structure.
The AI back office
AI document intake for bookkeeping teams that need control.
Capture invoices, receipts, timesheets and expenses from WhatsApp, email, staff or contractors. Sumext extracts the data, shows the source, lets you approve it, and syncs clean entries to Xero, QuickBooks, Zoho Books or TallyPrime.
14-day trialNo card neededReview before sync
Syncs with Xero · QuickBooks · Zoho Books · TallyPrime
Captured via WhatsApp
Nothing posts until you approve
Captured via email
billing@acme.in
Approved & synced
Entry JE-9821 · TallyPrime
The problem
Bookkeeping breaks before the ledger.
Documents, approvals, and ledgers get messy long before your accounting software is in sync.
Data entry slows everything down
Teams retype supplier names, dates, tax, totals, and line details — wasting hours and increasing the risk of costly errors.
Approvals are scattered
Managers approve in chat, email, and verbally, with no central record or clear audit trail.
Ledgers get messy
Wrong categories, missing attachments, duplicate bills, and delayed reconciliations create unreliable books.
How Sumext works
From messy documents to clean ledger entries.
Capture from anywhere, extract with confidence, review in context, and sync clean data to your accounting system.
1 Capture
Collect documents from WhatsApp, email, upload, staff, or contractors. Sumext organises them for processing.
2 Extract
AI reads supplier, date, tax, total, line items, and project details, with no templates or manual entry.
3 Review
Review extracted data in context. Click any field to see exactly where the number came from in the source.
4 Sync
Approve once and send clean, structured data to your ledger. Everything stays in sync and audit-ready.
Product proof · traceable numbers
Every extracted number is traceable.
Sumext does not ask you to trust AI blindly. Click any extracted field and see the exact source on the invoice, receipt, or timesheet before you approve.
Source-linked fields Source-first review Audit-ready Built for finance teams
Capture channels
Capture documents from the people closest to the work.
Meet your team and vendors where they already are. Sumext collects, extracts, and syncs, with no extra steps for them.
Frictionless for senders.Nothing posts until you approve.
From: billing@acme.in
To: intake@sumext.com
To: intake@sumext.com
PDF INV-1247.pdf 258 KB
Works with any inbox.Zero learning curve.
No chasing.Just clean submissions.
Policy checks built in.Approvals in one place.
Secure & privateEncrypted end to end
Auto extractionCapture what matters
Review before syncApproval stays in your control
Audit-readyEvery step tracked
Cloud connectivityDrive, Dropbox, SharePoint
Tax-ID validationTRN, GSTIN, VAT details
AI assistantAsk your documentsFour ledgersXero, QBO, Zoho, Tally
Contractor portal
Stop chasing contractors for paperwork.
Let subcontractors submit invoices, receipts, worksheets, and time logs from their phone. Your finance team reviews and approves before anything reaches the ledger.
Mobile-first for the fieldBuilt for speed. Works anywhere.
Time tracking on siteLog hours against a project, submit the week for approval.
Clean, compliant submissionsStandardised data, fewer follow-ups.
Built-in approval workflowNothing posts until it is approved.
Sumext is built for contractor and subcontractor submission — invoices, receipts, worksheets and time logs, reviewed by finance before anything reaches the ledger.
Ideal for construction, interiors, maintenance, agencies, field teams and subcontractor-heavy businesses.
Project cost receivedPaid
ACME Solutions · Site A₹1,24,500
Timesheet submittedSubmitted
Week of 21–27 Apr42h 15m
Awaiting approvalPending
INV-1247 · Site A₹70,800
Secure. Compliant. Built for trust.
Regional workflows
Built for regional bookkeeping workflows.
Localised compliance. Native tools. Smarter intake.
UAE & Gulf Popular
Built for VAT, TRN, and multi-entity businesses across the GCC.
- TRN validation & VAT compliance checks
- VAT-aware expense capture
- Multi-level approvals & audit trails
- Syncs with Zoho Books
- Export-ready for TallyPrime
Zoho BooksTallyPrime
Preparing for UAE e-invoicing (pilot 2026).
Australia
Purpose-built for contractor, tradie, and professional-service businesses.
- Xero-first contractor & subbie workflows
- Receipts, bills & timesheets in one flow
- Project-based bookkeeping support
- Bank rules & reconciliation ready
- BAS & GST-ready reporting
Xero
India & Pakistan
Optimised for Tally users and fast-growing SMEs across South Asia.
- TallyPrime-native workflows
- WhatsApp document capture
- Automated categorisation & mapping
- GST-ready data & exports
- Designed for SME scale
TallyPrime
Also built for the UK on Xero·and the USA & Canada on QuickBooks Online
Use cases
One intake system for every document-heavy team.
From first-mile capture to audit-ready data, for the teams that keep businesses moving.
Bookkeeping firms
Standardise client intake, reduce back-and-forth, and deliver clean books faster.
Construction & interiors
Capture site docs, subcontractor bills, timesheets, and project expenses in one place.
Trading & distribution
Streamline purchase invoices, GRNs, payments, and stock documents with ease.
SMEs
Automate everyday document intake and stay compliant without the complexity.
Compare
Built beyond document capture.
Most tools digitise paperwork. Sumext focuses on the full intake workflow — contractor submission, combined document, time and expense capture, review before sync, and native TallyPrime support.
| Capability | Sumext | Dext | Tofu | Generic OCR |
|---|---|---|---|---|
| Starting price | $19/mo | Custom pricing | $79/mo | Varies |
| Source-highlight review | — | |||
| Staff expense submitter portal | — | |||
| Contractor submission portal | — | — | — | |
| Billable time tracking | — | — | — | |
| Zoho Books sync | — | |||
| TallyPrime sync | — | — | — | |
| Human approval before sync | — |
Comparison based on publicly available information as of July 2026. Competitor features vary by region, plan and setup.
Integrations
Xero
QuickBooks
Zoho Books
TallyPrime
Works with the accounting software your clients already use.
Approved documents sync with attachments, categories, tax details, and audit history.
Xero QuickBooks Zoho Books TallyPrimeConnect the ledger each organisation uses. Firm workspaces manage different client ledgers separately.
Security & control
AI speed with finance-team control.
Every document is reviewed before it syncs, access is permissioned by role, and every action is logged, so you can move fast with confidence.
Review before sync
QuickBooks, Zoho, and Tally entries sync after approval. Xero can optionally auto-sync documents that meet your rules.
Role-based access
Granular permissions ensure the right people see and edit the right data.
Audit history
Every action is logged with who, what, when, and from where.
Source document attached
Original files stay attached to every entry for full context.
No blind posting
No journalling without visibility. Review first, then sync.
Encrypted storage
Encryption in transit and at rest for your financial data.
Capture, extract, review, syncNothing posts to the ledger until a person approves it.
Audit trail
INV-1247Captured
Rakesh Kumar · 10:32
Rakesh Kumar · 10:32
Extracted
Sumext AI · 10:32
Sumext AI · 10:32
Review started
Rakesh Kumar · 10:33
Rakesh Kumar · 10:33
Approved
Rakesh Kumar · 10:34
Rakesh Kumar · 10:34
Synced to TallyPrime
Sumext · 10:34
Sumext · 10:34
Enterprise-grade security.
Your data stays private, protected, and under your control. Encryption in transit & at rest Role-based access Audit logs Documented access and audit controls
Your data stays private, protected, and under your control. Encryption in transit & at rest Role-based access Audit logs Documented access and audit controls
PricingMost popular
Simple plans for clean books.
Transparent pricing. Every plan includes AI extraction, review, and ledger sync.
Solo
$19 /mo
or $15/mo billed annually
For one operator or a small business.
- 300 documents / month
- 1 user
- All 4 ledgers
- Line items & bank statements
- Tax-ID validation & AI assistant
- Bulk PDF split
Starter
$29 /mo
or $23/mo billed annually
For small teams that need automated intake.
- Everything in Solo
- 3 users · 750 documents / month
- Drive, Dropbox & SharePoint
- Email capture
- Mileage tracking
Team
$49 /mo
or $39/mo billed annually
For teams with contractors, WhatsApp capture, and approvals.
- Everything in Starter
- Unlimited users · 2,000 documents / month
- Contractor portal & 5 seats
- Expense submitter & time tracking
- Job costing & bill this job
- WhatsApp capture & approvals
Firm
$99 /mo
or $79/mo billed annually
For bookkeeping firms managing multiple clients.
- Everything in Team
- 5,000 pooled documents / month
- Up to 50 client workspaces
- 15 contractor seats
- Practice dashboard & client health
- Per-client usage & optional limits
Add +100 documents for $10 or a contractor seat for $5 beyond those included. Hit your limit? Add a document pack or pause — your call. No surprise bills. Statements count per page, so a 50-page statement uses 50 documents.
Firm includes one pooled document allowance across all clients, with per-client usage visible. Clients are included, never billed per client.
FAQ
Questions before you start.
Straight answers on how capture, review, and sync actually work.
Does Sumext post directly to my ledger?
Sumext is review-before-sync by default. QuickBooks Online, Zoho Books, and TallyPrime sync after one-tap approval. Xero organisations can optionally enable hands-off auto-sync for documents that meet their rules.
Which accounting software do you support?
Xero, QuickBooks Online, Zoho Books, and TallyPrime. You connect one integration per organisation at a time and can switch whenever you need to.
How does WhatsApp capture work?
Forward a document to your Sumext intake and it lands in your review queue. It is captured, not posted. A person approves the extracted data before anything reaches the ledger.
Can contractors submit without learning accounting software?
Yes. Contractors upload invoices, receipts, worksheets, and time logs from a simple mobile portal. Your finance team handles the review and sync.
Do you track time?
Yes. Team and Firm users can track time against clients and projects, submit it for approval, sync approved time natively to Zoho Books, or export it as CSV for Xero and QuickBooks.
Do I need to build a template for each supplier?
No. Extraction works without per-supplier templates, and Sumext learns your vendor-to-ledger mapping over time so repeat documents get faster.
Is there a free trial?
Yes. Every plan includes a 14-day trial with no card required.
Approve documents. Don't retype them.
Start with one workflow: invoices, receipts, contractor bills, or staff expenses. Sumext captures the document, verifies the data, you approve it, and it syncs to your ledger.
14-day trial No card needed Review before sync