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Sumext

The AI back office·sumext.com

Sumext is an AI-powered document intake tool for bookkeeping teams that captures invoices, receipts, timesheets, and expenses from WhatsApp, email, staff, or contractors. It extracts data with source-linked fields for review, lets a person approve entries, and syncs clean data to Xero, QuickBooks Online, Zoho Books, or TallyPrime. It also includes a contractor submission portal, staff expense submitter, and time tracking synced to supported ledgers.

What it's for

Capture invoices, receipts, timesheets and expenses from WhatsApp, email, staff or contractorsExtract supplier, date, tax, total and line-item data with AIReview extracted data with source-linked fields before approvalSync approved entries to Xero, QuickBooks Online, Zoho Books, or TallyPrimeLet contractors/subcontractors submit invoices, receipts, worksheets and time logs from a mobile portalTrack billable time against clients and projectsManage multi-client bookkeeping workspaces (Firm plan)

Features 20

AI assistant to ask questions of documents/books
AI document extraction from invoices, receipts, timesheets, and expenses
Audit trail/logging of actions
Bulk PDF split
Cloud storage connectivity (Drive, Dropbox, SharePoint)
Contractor submission portal
Email forwarding/capture
Encrypted storage in transit and at rest
Job costing / bill this job
Mileage tracking
Multi-client workspace management
Optional hands-off auto-sync for Xero
Practice dashboard & client health (Firm plan)
Role-based access control
Source-linked field review before approval
Staff expense submitter portal
Sync to Xero, QuickBooks Online, Zoho Books, or TallyPrime
Tax-ID validation (TRN, GSTIN, VAT)
Time tracking against clients and projects
WhatsApp document capture

At a glance

free trial

TypeWeb app

DeploymentCloud

PlatformsWeb

ForAccounting Firms, Bookkeepers, Healthcare & Clinics, Construction & Trades, Small Business, Finance Teams, bookkeeping firms, SMEs, contractors and subcontractors

CompanySumext

Integrations

XeroQuickBooks OnlineZoho BooksTallyPrimeGoogle DriveDropboxSharePointWhatsApp

Pricing

Comparison table against competitors (Dext, Tofu, Generic OCR) as of July 2026. Offer price $19.00 USD valid until 2027-12-31.

Solo$19/mo

For one operator or a small business.

300 documents / month, 1 user

Starter$29/mo

For small teams that need automated intake.

3 users, 750 documents / month

Team$49/mo

Most popular. For teams with contractors, WhatsApp capture, and approvals.

Unlimited users, 2,000 documents / month, contractor portal includes 5 seats

Firm$99/mo

For bookkeeping firms managing multiple clients. Clients are included, never billed per client.

5,000 pooled documents / month, up to 50 client workspaces, 15 contractor seats

Save about 20% when billed annually