Sumskeeper Start free
New Pay once. Reading credit included.

The quiet order
behind your books.

Extract details from bills and receipts, review them alongside the original documents, and download import files for Xero, QuickBooks Online and Zoho Books.

Start free Explore the demo Watch the 2-minute walkthrough
Free trial, no card Documents saved on your device Lifetime licence
Review brightwater-energy-oct.png Check against the original
A sample energy bill from Brightwater Energy Co. for $463.85

Hover over or select a value to highlight it on the document

Import files ready for XeroQuickBooks OnlineZoho Booksany spreadsheet
0of receipt totals matched the reference values in our test (488 of 496)
0of receipt totals were incorrect but unflagged in our test (3 of 496)
0reading cost per receipt in our tests, each read twice and compared
0four-bill walkthrough

Tested on 496 public scanned receipts from the SROIE dataset using Claude Haiku 5.5 in Sumskeeper. Results vary by document. Review extracted values before approving.

How it works

From bills and receipts to an import file

Add documents, review the details, assign accounts and run a monthly health check for each client.

See each step in action

Add documents to each client’s workspace

Add PDFs, photos, scans or e-invoices. Sumskeeper extracts supplier details, invoice numbers, dates and amounts, checks the totals and flags possible duplicates or client name mismatches.

  • Split PDFs containing multiple invoices
  • Extract data from supported Factur-X, ZUGFeRD and UBL e-invoices, with no reading credit used
  • Keep each client’s documents in a separate workspace

Features

Built for the person who signs off the books

Review against the original

Review extracted data alongside the document. Source highlights help you locate values, and flags identify fields to check. Select document text to fill or correct a field.

Total 463.85
Bank details changedPrevious bill: account ending 6621. This bill: account ending 0193.

Check for changes to bank details

For known suppliers, Sumskeeper flags bank details that differ from the last approved bill. Verify changes before paying.

✓✓✓Bulk approval available

Approve repeat bills together

Approve three bills from a supplier without corrections to enable bulk approval for eligible repeat bills. A correction resets the count.

E-invoices, read exactly

Extract structured data from supported Factur-X, ZUGFeRD and UBL invoices without using reading credit.

Oct3 to requestDraft ready to review

Monthly health checks

Review possible duplicates, missing recurring bills and documents awaiting approval or export in one place.

Your client workspace

Document storage on your device

Your documents, extracted data and supplier defaults are saved in this browser. Keep backups so you can recover your work or move it to another device.

  • Review offline
  • Export files
  • Save backups

Reading documents requires an internet connection and sends each document straight from your browser to our processing providers. Details

Client documentsSaved locally
energy-oct.pdfOriginal document + extracted dataPDF
receipt-0412.jpgOriginal document + extracted dataJPG
invoice-1042.xmlStructured e-invoice dataXML
Backups saved to a folder you choose

Watch

A client’s month, from bills to export, in 2 minutes

An unedited walkthrough, reading real documents: a PDF, a scan, a phone photo, a credit note, an e-invoice and a bill addressed to another business, checked, coded and exported to Xero.

Savings calculator

Find your plan. See your time back.

Enter your client count and monthly document volume to find a suitable plan and estimate time saved.

Allow one workspace per business, including your own.
Across all client workspaces.
Include opening the document, entering the data and assigning an account.
Suggested planTier 3One-time payment$299
Estimated monthly reading cost$2.00After the 3,000 included documents, which last about 5 months at 600 a month. Paid in $10 prepaid packs.
Estimated time saved each month17 hAssumes 20 seconds to review each bill
See Tier 3Start free trial

Start with reading credit for about 3,000 documents included. Top up only when you need to.

How we estimate this

Monthly reading cost is your monthly volume at $10 for about 3,000 documents. Above 3,000 a month, the $25 pack (about 9,000 documents) costs less per document, and that lower figure is shown too. It starts once the about 3,000 documents included with each licence are used. Packs are paid in full when bought; there’s no subscription. Time saved assumes 20 seconds to review each bill. Actual usage and time vary; structured e-invoices use no reading credit.

Your data

Control over your documents

Your documents are saved on your device. Sign in to access your plan and reading credit. See how storage, backups and reading work today.

Your document workspace Saved locally
This browser Documents, extracted data and supplier defaults Saved on your device
When you back upFiles saved to a location you choose
When a document is readSent straight to our processing providers, not stored by us
Documents go straight from your browser to our processing providers to be read; they never pass through our servers, which only handle sign-in, licences and reading credit. How documents are processed

Your account and your workspace

Sign in to access your plan and remaining reading credit on another device. Client documents stay in the browser where you saved them; restore a backup to transfer them.

Work offline

Review documents, run checks, export files and save backups offline. Reading documents requires an internet connection.

Choose your backup location

Download a client backup or choose a folder for automatic backups in a supported browser.

No bank connection required

Sumskeeper creates import files. It does not access bank accounts, transfer money or make payments.

Coming later: Sumskeeper Office. An optional subscription that runs your back office for you: bills arrive by themselves, clients get reminded about missing documents, and the same workspace is on every device with end-to-end encrypted sync.
Read the privacy policy

Pricing

Pay once. Make room for better work.

Choose a plan for your client count and monthly document volume. Every plan includes all export formats. Tier 3 and above let you add your business name and logo to reports.

Suggested planTier 1$79 once
  • 5 client workspaces
  • 1,000 documents a month
  • Reading credit for about 3,000 documents
  • All export formats
For your own business or a small client list
Suggested planTier 2$159 once
  • 15 client workspaces
  • 3,000 documents a month
  • Reading credit for about 3,000 documents
  • All export formats
For a growing client list
Suggested planTier 3$299 once
  • 35 client workspaces
  • 8,000 documents a month
  • Reading credit for about 3,000 documents
  • Your name and logo on reports
For an established bookkeeping firm
Suggested planTier 4$449 once
  • 75 client workspaces
  • 18,000 documents a month
  • Reading credit for about 3,000 documents
  • Your name and logo on reports
  • Priority support
For firms with higher document volumes
A head start, included

About 3,000 documents.
Already covered.

Every licence includes reading credit to get you started. When you need more, choose a one-time reading pack.

No automatic top-ups. No subscription.

More reading, when you need it

$10one-time purchaseAbout 3,000 documents
$25one-time purchaseAbout 9,000 documents
Estimates vary by document. Available for eligible licences.

See it with your own bills. Try 50 documents free No card required. Every licence has a 60-day money-back guarantee.

A few things to know

Your plan’s monthly document limit and its reading credit are separate. Review, coding, exports, health checks and structured e-invoices do not use reading credit.

Reading is included once per licence code. Purchased credit does not expire while its licence remains active. Each additional code raises your plan by one tier, up to Tier 4, and adds more included reading.

Lifetime access covers the software and improvements to its included features. Optional encrypted sync and team services are planned separately. See the roadmap.

Roadmap

What’s available and what’s next

Lifetime plans include improvements to the features you purchase. Planned features are not available yet; optional sync and team services will be sold separately.

Available now

  • Data extraction and validation for PDFs, photos and scans
  • Text extraction and source highlights for PDFs New
  • Extract structured data from Factur-X, ZUGFeRD and UBL e-invoices, with no reading credit used
  • Split PDFs containing multiple invoices
  • Exports for Xero, QuickBooks Online and Zoho Books
  • Accounting data import, supplier defaults and bulk approval
  • New-supplier alerts in the board, document table and review screen, with a filter for documents from new suppliers New
  • Monthly health checks, client reports and export cover sheets
  • Open source documents and approval records from export cover sheets New
  • Automatic backups to a folder you choose, such as your Drive, OneDrive or Dropbox folder New
  • Browser storage for large document collections New
  • Assign different accounts to individual bill items New
  • Saved layouts that read recurring supplier PDFs without using reading credit New
  • Remove old original files to free up space while keeping previews, extracted data and duplicate detection New
  • An alert when a supplier's bank details change New
  • Compare supplier statements with processed bills New
  • Search documents across all clients: "Harper, around $420, March" New
  • Split photos containing multiple receipts New
  • Process a backlog, install the app and review saved documents offline

Later

Planned improvements

  • Excel (XLSX) and Google Sheets exports, alongside CSV
  • Client preferences for supplier names and rounding totals
  • A check that each bill's tax matches one of the client's tax rates
  • Separate indicators for recognised suppliers, validation checks and human approval
  • Recheck pending bills from a supplier after a correction
  • Links back to source documents from downloaded export files
  • Remove eligible originals when client storage exceeds a chosen limit
  • An option to connect directly to Anthropic

Planned for lifetime plans

  • Automatic document import from a folder you choose
  • Transfer workspace backups between your devices through your Google Drive or Dropbox
  • Client upload links connected to your Dropbox
  • Photo checks for blur, glare and cropped edges before reading
  • Document history and audit records in a downloadable pack for each client

Collection roadmap · plan not yet decided

  • A forwarding email address for each client, with incoming documents encrypted before storage
  • Google Drive pickup, Outlook connection and phone capture

Monthly plan, sold separately not part of the lifetime deal

  • Opt-in, end-to-end encrypted sync between your devices
  • Automatic encrypted backups and 90 days of version history
  • Document collection while your computers are off
  • A branded client portal for requests and uploads
  • Shared client workspaces for teams
  • Direct integrations with Xero, QuickBooks Online and Zoho Books
Can I use it for my own business?

Yes. Add your business as a client workspace and export to Xero, QuickBooks Online or Zoho Books. Tier 1 includes up to five workspaces.

Do I need any other account or subscription?

No. Sign in to Sumskeeper with Google or email. The trial includes reading credit for about 50 documents, once per person; each licence code includes credit for about 3,000 documents, once. More credit is available in prepaid packs where supported for your licence: $10 for about 3,000 documents or $25 for about 9,000. Credit does not expire while the licence remains active; actual usage varies.

Where are my documents kept?

The current app saves documents in your browser on your device. Our servers handle sign-in, licences, purchases and reading credit, rather than storing your workspace. Reading a document sends it straight from your browser to our processing providers, as described in the privacy policy. You can restrict requests to providers that support zero data retention. Optional end-to-end encrypted sync is planned separately and is not available yet. See the privacy policy.

How do I move to another device?

Sign in with Google or the email linked to your licence to access your plan and remaining reading credit. Device sync is not available yet. Open Settings and choose Restore a backup to transfer each client workspace. You can download backups manually or choose a folder for automatic backups. Backups for clients with more than 400 documents exclude original files, so transfer any originals you need separately.

Which accounting software does it support?

Sumskeeper creates CSV import files for Xero, QuickBooks Online and Zoho Books. You can also download all available document data as a general CSV file for a spreadsheet or other software.

Does it connect to my accounting software or bank?

The current app uses files: import your accounting data, then download prepared bills for upload to your accounting software. Direct accounting integrations are planned separately. Sumskeeper does not connect to bank accounts, transfer money or make payments.

Can I install Sumskeeper?

Yes. In Chrome, Edge, Brave, Vivaldi and other Chromium-based browsers, Sumskeeper offers an Install app button when installation is available. You can also use your browser’s install option. Open it from your Start menu, dock or desktop. Review, checks, exports and backups work offline. Reading documents, sign-in and credit purchases require an internet connection.

Which browsers are supported?

Sumskeeper supports modern desktop browsers, including Chrome, Edge, Firefox, Safari, Brave and Vivaldi. App installation and automatic folder backups require a Chromium-based browser. Brave may disable folder access by default. If folder backups are unavailable, download backups regularly.

How accurate is the extraction?

When we processed 496 public scanned receipts through the app, 98.4% of totals matched the test’s reference values and 0.6% were incorrect without being flagged. Results vary by document. Review values against the original before approving.

What if Sumskeeper shuts down?

We will publish a final version without the licence check so the software you bought keeps working. This covers the app on your device, not continued operation of hosted services or the included reading service. Reading documents will still need an available provider and credit. This commitment is included in the terms.

Bring quiet order
to your bookkeeping.

Start with your own bills or explore the demo. No card required.

Start free Explore the demo