Collect
Capture documents from email, portals, or secure uploads.
AI Bookkeeping Automation
Stop processing.
Start advising.
Upload any invoice. AI extracts every field and syncs to Xero automatically.
In 5 seconds.
14-day free trialNo credit cardSetup in 2 minutes
Works with
What Sumext Handles
Less Admin, More Momentum
Give your team a cleaner path from document collection to export.
Extract
AI pulls key fields from invoices, receipts, and forms.
Validate
Smart checks help your team keep accuracy high.
Export
Send clean data to accounting and ERP systems.
Monitor
Track status, exceptions, and workflow performance.
How It Works
Clean records in four simple moves.
A focused workflow for teams that need speed without losing accuracy.
2.3 hrs saved98% accuracyNo chasing
1
Upload
Add files from email, portals, or desktop.
2
Extract
AI reads the right details in seconds.
3
Validate
Review only what needs attention.
4
Export
Send clean data to your systems.
Connected Workflow
Works with the tools you already use.
Native sync - not just CSV export. Bills created automatically with PDF attached.
Native Integrations
Works wherever you work
Xero Integration
Australia · NZ · UK · Global
Bills created with PDF attached. Tax codes auto-mapped. Awaiting Approval in seconds.
Learn more →
QuickBooks Integration
USA · Canada
Vendors matched. Expense accounts mapped. Bill + attachment created automatically.
Learn more →
Zoho Books Integration
India · UAE · Middle East · SEA
Full sync - contacts, accounts, taxes, items. Bill creation with PDF. First platform to support Zoho in this category.
Learn more →
TallyPrime Integration
Pakistan · India · Bangladesh
The only AI bookkeeping platform with native Tally support.
Learn more →Secure By Design
Secure data. Cleaner decisions.
Protect client files while Sumext validates details and prepares reliable exports.
Bank-grade encryption
AES-256 at rest · TLS in transit
Protected files
Encryption in transit and at rest.
Smart checks
Automated validations reduce risk.
Audit trail
Complete history for every action.
Access control
Role-based access and permissions.
Simple Pricing
Pick the plan. Free the team.
MonthlyYearly (save 20%)
Solo
For solo bookkeepers and small clinics
$19 /mo
Up to 300 documents/month
- 2 team members
- Xero + QuickBooks integration
- AI self-learning rules
- WhatsApp notifications
- Contractor seats $5/month
- Email + chat support
Team
For growing accounting firms
$49 /mo
Up to 2,000 documents/month
- 5 team members
- Xero + QuickBooks + Zoho + Tally
- 5 contractor seats included
- Email ingestion inbox
- Chat with documents (AI)
- Priority support
Firm
For established accounting practices
$99 /mo
Unlimited documents/month
- Unlimited team members
- All integrations (Xero, QB, Zoho, Tally)
- Unlimited contractor seats
- Client portal
- White-label option
- Dedicated account manager
14-day free trialNo credit cardCancel anytime
Compare more features
Open the full plan details when you need them.
+-
Compare more features
Open the full plan details when you need them.
| Feature | Solo | Team | Firm |
|---|---|---|---|
| Documents/month | 300 | 2,000 | Unlimited |
| Team members | 2 | 5 | Unlimited |
| Xero + QuickBooks | ✓ | ✓ | ✓ |
| Zoho + Tally | — | ✓ | ✓ |
| Contractor seats | $5/mo | 5 inc. | Unlimited |
| WhatsApp alerts | ✓ | ✓ | ✓ |
| Email ingestion | — | ✓ | ✓ |
| Chat with docs | — | ✓ | ✓ |
| Client portal | — | — | ✓ |
| White-label | — | — | ✓ |
Compare Alternatives
Switching from Dext or Hubdoc?
See exactly how Sumext compares - features, price, and integrations.
Real Results
Teams get time back where it matters.
"The contractor portal is the feature we didn't know we needed. No more WhatsApp invoices at 9pm — they submit from their phones, we review in the morning."
R
Westfield Services
Services · Australia
"Sumext gave us back hours every week. Invoices that used to take 15 minutes each now just appear in Xero, already coded and ready to approve."
M
Brightfield Clinic
Healthcare clinic · Australia
FAQ
Answers before you start.
How does Sumext work?
You upload an invoice - PDF, photo, Word, or Excel. AI reads every field and creates a bill in your accounting software (Xero, QuickBooks, Zoho Books, or TallyPrime) automatically. The original PDF is attached to the bill. The whole process takes about 5 seconds.
Which accounting software does Sumext connect to?
Sumext natively integrates with Xero, QuickBooks Online, Zoho Books, and TallyPrime. We are the only AI bookkeeping platform that supports both Tally and Zoho - covering Pakistan, India, UAE, and Southeast Asia.
Is there a free trial?
Yes. Every plan includes a 14-day free trial with no credit card required. You get full access to all features including the Xero integration and AI extraction.
How accurate is the AI extraction?
98% accuracy rate on clean invoices. AI reads vendor name, invoice number, date, line items, tax amounts, and totals. After you approve 3 invoices from the same vendor, it auto-syncs future ones without review.
Is my data secure?
Yes. All files are encrypted in transit (SSL/TLS) and at rest (AES-256). Your data is stored on Supabase infrastructure and is never shared with third parties or used to train AI.
Can my contractors submit invoices?
Yes. The contractor portal lets field workers submit invoices and timesheets directly from their mobile. You review and approve. Bills sync to Xero automatically. Available as an add-on on the Solo plan ($5/seat) and included on Team and Firm plans.
What file types can I upload?
PDF, JPG, PNG, Word (.docx), and Excel (.xlsx). Multi-page PDFs supported. Maximum 10MB per file.
Start with Sumext
Ready to process less?
Join teams using Sumext to save time, improve accuracy, and move faster.