Monthly bookkeeping catch-up
Now live — the only AI capture tool with native TallyPrime sync (as of July 2026).Learn more
For multi-client practices
Accounting Firms
Run client invoice intake, approvals, and accounting sync from one clean firm workspace.
Sumext gives accounting firms a shared operating layer for client document work. Each client can keep their own workspace, accounting connection, approval rules, vendor mappings, and document history while the firm sees the work waiting across every client.
What Sumext handles
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Separate client workspaces with one firm-level pipeline
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Approval queues for invoices that need a human check
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Vendor rules that learn from approved documents
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Xero, QuickBooks, Zoho Books and TallyPrime workflows
Workflow
From document intake to accounting sync
1
Invite a client or create their workspace from the firm dashboard.
2
Connect the accounting platform used by that client.
3
Upload, email, or receive documents from the client portal.
4
Review exceptions, approve, and sync clean bills with attachments.
Best fit
Common use cases
Client invoice inbox cleanup
AP review before bill creation
Firm-wide visibility into pending work
Questions
How this solution works
Can each client use a different accounting system?
Yes. Client workspaces can be connected independently, so a firm can support different accounting platforms across its client base.
Can staff only see assigned client work?
Firm workflows are designed around controlled workspaces, roles, and review queues so access can stay aligned with how the practice operates.