Dext is a bookkeeping automation platform designed for accountants, bookkeepers, and businesses. It helps you collect financial documents, automatically extract key data, and send it directly to your accounting software.
By reducing manual data entry and organising financial records in one place, Dext helps you save time, reduce errors, and keep your books accurate and up to date.
This article explains who Dext is built for and what you can do with it.
Dext for accountants and bookkeepers
Dext helps accountants and bookkeepers automate bookkeeping workflows and manage multiple clients from a single platform. It reduces manual data entry and provides practices with clean, organised financial data for every client.
With Dext, accounting professionals can:
Collect receipts, invoices, and financial records from clients using the mobile app, email, or direct upload
Automatically extract and categorise financial data with high accuracy
Publish transactions directly to accounting software such as Xero, QuickBooks, and Sage
Manage multiple client accounts from one dashboard
Collaborate with clients in real time instead of chasing paperwork
Automation reduces repetitive work and gives firms more time to focus on advisory services and client relationships.
Practice accounts come in 2 plans: Practice Essentials and Practice Advanced. Both are priced per client. Advanced adds tools for managing teams, tracking workflows, and monitoring practice-level performance.
See Dext pricing for practices for details, or start a free 14-day trial.
Dext for small and medium businesses and self-employed professionals
Dext also supports business owners, teams, and self-employed professionals who want to simplify bookkeeping and stay organised.
Instead of manually entering data or managing paper receipts, Dext automatically captures and processes financial documents, helping you keep accurate records without the admin burden.
With Dext, businesses can:
Capture receipts and invoices using the mobile app, email, or direct uploads
Automatically extract key information from documents
Categorise expenses and detect duplicate transactions
Sync financial data with accounting software
Maintain a digital record of business expenses and documents
This automation gives businesses more time to focus on running and growing their business rather than managing paperwork.
Dext Business runs on a single plan, priced by the number of users and the volume of documents you process each month.
If your accountant or bookkeeper also uses Dext, you can give them direct access to your account so they can review and publish documents without you needing to send anything separately.
Seе Dext pricing for businesses for details, or start a free 14-day trial.
Dext features
Dext provides a set of bookkeeping automation tools designed to capture financial documents, extract data, and organise accounting records.
Most features are available to both businesses and accounting practices, while practice accounts include additional tools for managing clients.
Features available to all Dext accounts
These core bookkeeping tools are available to both business accounts and practice accounts:
Document capture - submit receipts, invoices, and financial documents via the mobile app, email, drag and drop, or direct upload
Data extraction - Dext automatically reads and extracts key information from documents with high accuracy
Bookkeeping automation - auto-categorisation, Supplier Rules, and Auto-Publish help keep records updated automatically
Bank statement extraction - extract financial data from bank statements to support reconciliation
Supplier statement extraction - upload supplier statements and Dext automatically extracts invoice and credit note details, then reconciles them against documents in Dext and your connected accounting software
Accounting software integrations - connect Dext with Xero, QuickBooks, Sage, and many other accounting platforms
Expense management - submit, track, and approve expense claims and mileage with a full digital audit trail
Approvals - create approval workflows for documents and expenses before they are published
Vault - securely store financial documents in encrypted cloud storage
Payments - pay suppliers and employee expenses directly from Dext
Mobile app - capture receipts and manage documents while on the go
Commerce - automatically import sales data from e-commerce platforms (available as Commerce Lite or Commerce Pro)
Features available only to practice accounts
Practice accounts include additional tools designed to help accountants and bookkeepers manage multiple clients and oversee bookkeeping workflows.
These features are available only to practice users:
Clients list - manage all client accounts from one central workspace
Data Health & Insights - monitor the quality and completeness of client bookkeeping data (Practice Advanced only)
Workflows - create structured bookkeeping task lists for your team (Practice Advanced only)
Teams & Locations - organise team access by structure and location (Practice Advanced only)
Practice Insights - track how clients are using Dext automation across your practice (Practice Advanced only)
Dext Solo - manage self-employed and landlord clients and support Making Tax Digital for Income Tax (MTD IT)
What you can do with Dext
Regardless of whether you are a practice or a business, Dext helps you turn financial documents into organised digital data that flows directly into your accounting software.
Here's an example of what an end-to-end bookkeeping automation workflow looks like with Dext:
Upload documents such as receipts, invoices, or bank statements.
Dext extracts the key data using AI-powered data capture.
Review and categorise transactions inside Dext.
Route documents through an approval workflow before anything is published.
Publish the data directly to your accounting software.
Pay approved supplier invoices and expenses directly from Dext using Payments (available as a paid add-on).