Your practice subscription controls your client limits, credits, and add-ons. You can view and manage all of these from the Subscription page in Practice settings.
Dext offers two practice plans — Practice Essentials and Practice Advanced — both available on an annual paid monthly or monthly paid monthly billing term, with a minimum of 10 clients.
Note: Only Practice Admins can access the Subscription page in Practice settings.
Accessing your subscription
To access your subscription, go to Practice settings in the left-hand navigation, then select Subscription. From here, you can view your current plan, monitor client usage and credits, and manage add-ons.
Your subscription overview
The Subscription page gives you an at-a-glance view of your current plan and client usage. The Client usage section shows how many clients you have active across Business clients and Self-employed clients (Dext Solo), alongside any active or available add-ons.
What's included in your plan
Every Dext practice plan includes the following at no extra cost:
Unlimited document extraction for all clients on your subscription - there are no document extraction limits for business or Dext Solo clients using Dext under your practice plan
Unlimited team members - you can add as many colleagues to your practice as you need
Unlimited users per client account - your clients can also add as many users to their accounts as they need
Your plan also includes a credits allowance for Bank Statement Extraction, Supplier Statement Extraction, Line Item Extraction, and Boost. These are not unlimited - once your allowance runs out, usage is billed on a pay-as-you-go basis. You can reduce costs by purchasing a prepaid bundle. Credits are covered in detail below.
How to see your client usage
To see a breakdown of credit usage across your clients, select View client usage on the Subscription page.
This opens a detailed breakdown per client for the current billing period. Each client row shows their active Modules alongside usage of Items extracted, Bank Statement Extraction, Line Item Extraction, Supplier Statement Extraction, and Boost. You can filter the breakdown by module using the filter icon, and export the data as a CSV.
Upgrading your client limit
To add more clients to your plan:
Go to Practice settings, then Subscription.
Select Upgrade client limit in the Bookkeeping tile.
Adjust the number of Business clients and/or Self-employed (Dext Solo) clients using the + buttons in each tile.
Review the updated credits included in your plan, then select Review purchase.
Review your purchase and select Upgrade plan. Your new client limit is available immediately, and payment starts from your next bill date.
Downgrading your plan
To reduce your client limit, go to Practice settings > Subscription and select Upgrade client limit. Use the − button to reduce the number of Business clients or Self-employed (Dext Solo) clients, then select Review purchase.
Note: You can only downgrade to a limit at or below your active client count. For example, to go from a 15-client bundle to 10, you must first bring your active count down to 10 or fewer — go to How to remove, deactivate, or delete a client in Dext to manage clients you no longer need. Freeing up slots this way doesn't reduce your bundle size or cost by itself; you still need to complete the downgrade steps above once your active count is low enough.
If the Review purchase button isn't selectable, contact your dedicated Dext Account Manager.
Credits
Credits are used when your clients use certain extraction features. Your included credits are shared across all client accounts, reset at the start of each billing period, and don't roll over.
How your included credits allowance is calculated
Your included credits allowance is based on the client seats you've purchased, not the number of clients you've added. Each credit type uses its own rate:
Credit type | Included allowance | Based on |
Bank Statement Extraction (sheets) | 5 per seat | Business and Self-employed (Dext Solo) seats |
Supplier Statement Extraction (statements) | 1 per seat | Business seats only |
Line Item Extraction (documents) | 1 per seat | Business seats only |
Boost (boosts) | 1 per seat | Business seats only |
Leaving a seat empty doesn't reduce your allowance. Buying more seats increases it straight away.
Example: a practice that has bought 65 Business client seats gets this allowance each billing period:
Bank Statement Extraction: 325 sheets (65 × 5)
Supplier Statement Extraction: 65 statements (65 × 1)
Line Item Extraction: 65 documents (65 × 1)
Boost: 65 Boosts (65 × 1)
If that practice also bought 10 Self-employed (Dext Solo) seats, its Bank Statement Extraction allowance would rise to 375 sheets (75 × 5). The other three allowances would stay at 65, because Solo seats don't count towards them.
Note: These rates cover standard practice plans. If your practice is on a custom plan, go to Practice settings > Subscription and check the Included column for your actual allowance.
Once your included allowance runs out, usage continues at the pay-as-you-go rate for that credit type. Purchasing a prepaid bundle gives you a set number of credits each month at a discounted rate - bundles follow your plan's billing term. A prepaid bundle is added on top of your included allowance, so your total available credits are the two combined.
Note: Credit usage from your practice's own business account counts towards your shared allowance in the same way as client usage.
Buying a prepaid bundle
Prepaid bundles are available in multiples of 50 for all credit types.
To buy or upgrade a bundle:
Go to Practice settings, then Subscription.
Scroll to the Credits section.
Select Buy bundle next to the credit type you want. If you already have a bundle, select Upgrade bundle.
Choose your bundle size and select Continue.
Review your purchase and select Upgrade bundle. Your new bundle is available immediately, and a prorated charge is applied from today until your next bill date.
For more on how each credit feature works, see:
Add-ons
Add-ons are features available to purchase on top of your base plan. Active add-ons appear on your Subscription page with their current status. To start a free trial or purchase an add-on, go to Practice settings > Subscription and find the relevant tile in the Client usage section.
Dext AI Assist is an AI-powered bookkeeping agent that learns from how you work and applies smart categorisation suggestions across client accounts. You can manage which clients have access and track usage from Subscription > AI Assist usage. See the Dext AI Assist collection for setup and usage guides.
Data Health & Insights monitors the completeness and accuracy of client bookkeeping data, helping you spot and fix issues quickly.
For details, go to What is Data Health & Insights?
Commerce Lite automatically imports online sales data from e-commerce platforms into your clients' accounts. See Using Commerce Lite to import online sales.
Vault provides secure, AI-powered document storage for your clients. See Using Vault in Dext and Managing a Vault plan.
Payments lets you pay suppliers, employee expenses, and payroll directly from Dext. See the Dext Payments collection for setup and usage guides.
Billing details and invoice history
You can view your billing details and past invoices from the Subscription sub-navigation. Select Billing Details to view or update your payment information, or Invoice history to see past charges.
Note: Managing your billing details is covered in a separate article. See How to manage billing details for your Dext practice.
Cancelling your subscription
To cancel your practice subscription, contact your dedicated Dext Account Manager directly.
Other subscription options
Get a month free - you can earn a free month on your subscription by referring another accountant or bookkeeper to Dext. Select Get a month free in the Subscription sub-navigation, or see How do I refer an accountant or bookkeeper to Dext?