Open the assistant from your dashboard.
AI Assistant
Ask your books a question.
Chat with your workspace data — vendors, totals, pending reviews, recent documents — and get an answer, instead of exporting a report to go find it yourself.
14-day free trial · No credit card
The problem
Where this comes from
The answer to a simple question — what did we spend with this vendor last quarter? — usually means opening three screens and doing the math by hand.
How it works
From capture to your books
Ask in plain language — about a vendor, a document, or a pending review.
The assistant answers from your live workspace data.
Follow up, or jump straight to the document it references.
What makes it different
Not another capture tool
This is conversational access to your own live data, not a static rule engine. Dext's automation is rules you configure once; Sumext's assistant answers what you ask, when you ask it.
| Feature | Sumext | Others |
|---|---|---|
| Conversational assistant | Yes | No (static rules only) |
| Answers from live workspace data | Yes | — |