Solo
300 documents/month
$19/mo
Annual: $15/mo, save $48/year
- ✓300 documents/month
- ✓2 team members
- ✓All integrations - one at a time
- ✓AI self-learning rules
- ✓Duplicate + fraud detection
- ✓Contractor seats as add-on
- +100 extra docs for $10
Pricing
Simple subscriptions for document automation.
Every plan includes AI extraction, approval protection before syncing, and a 14-day free trial.
Team
2,000 documents/month
$49/mo
Annual: $39/mo, save $120/year
- ✓2,000 documents/month
- ✓5 team members
- ✓All integrations - one at a time
- ✓5 contractor seats included
- ✓Approval workflows
- ✓Expense claims + submitter portal
- ✓WhatsApp notifications
- ✓Email ingestion
- ✓AI document chat
- ✓Priority support
- +100 extra docs for $10
Firm
5,000 documents/month
$99/mo
Annual: $79/mo, save $240/year
- ✓Up to 5,000 documents/month
- ✓Unlimited team members
- ✓All integrations - 1 per client
- ✓Up to 50 client workspaces
- ✓Unlimited contractor seats
- ✓Approval workflows
- ✓Expense claims + submitter portal
- ✓WhatsApp notifications
- ✓Email ingestion
- ✓AI document chat
- ✓Multi-client dashboard
- ✓Dedicated account manager
- +100 extra docs for $10
Custom
For large practices and enterprise firms
Let's talk
Tailored to your volume
- ✓Everything in Firm plan
- ✓Custom document volume
- ✓Unlimited client workspaces
- ✓Custom contractor seats
- ✓All integrations
- ✓Dedicated onboarding
- ✓SLA-backed support
- ✓Negotiated pricing
Want to see Sumext with real workflows?
Book a 30-minute live demo and we will walk through invoice extraction, review, approvals, and accounting sync.
All integrations available on every plan · One accounting platform per organisation · Switch anytime · No lock-in
Choosing for a lean operation? Read the owner-operator workflow. Adding external workers? The contractor invitation guide explains included seats, overages and deactivation.
| Feature | Solo | Team | Firm | Custom |
|---|---|---|---|---|
| Documents/month | 300 | 2,000 | 5,000 | Custom |
| Extra documents | +100/$10 | +100/$10 | +100/$10 | Negotiated |
| Team members | 2 | 5 | Unlimited | Custom |
| Xero integration | Included | Included | Included | Included |
| QuickBooks integration | Included | Included | Included | Included |
| Zoho Books integration | Included | Included | Included | Included |
| TallyPrime integration | Included | Included | Included | Included |
| Integrations at once | 1 | 1 | 1/client | 1/client |
| Client workspaces | 1 | 1 | Up to 50 | Unlimited |
| AI self-learning rules | Included | Included | Included | Included |
| Duplicate detection | Included | Included | Included | Included |
| Fraud detection | Included | Included | Included | Included |
| Contractor seats | $5/mo | 5 included | Unlimited | Custom |
| WhatsApp notifications | - | Included | Included | Included |
| Approval workflows | - | Included | Included | Included |
| Expense claims | - | Included | Included | Included |
| Expense submitter portal | - | Included | Included | Included |
| Email ingestion | - | Included | Included | Included |
| Chat with documents | - | Included | Included | Included |
| Multi-client dashboard | - | - | Included | Included |
| White-label | - | - | Included | Included |
| Dedicated onboarding | - | - | - | Included |
| SLA support | - | - | - | Included |
| Custom pricing | - | - | - | Included |