Bank Fetch automatically collects new bank statements from your bank's website and adds them to Dext. Once collected, statements appear in the Bank workspace, where you can send them for extraction.
Important: Bank Fetch is only available for businesses in Australia. Only Admin users - including accountants and bookkeepers accessing a client account - can set up a Bank Fetch connection.
Set up a Bank Fetch connection
To set up a Bank Fetch connection in Dext, go to Business Settings and select Connections from the left sidebar.
Go to Bank Connectors and select Connect.
On the Bank Fetch page, select Add connection.
In the Connect to a bank window, search for your bank or browse the list. Select Connect next to your bank. Make sure you select the correct option for your account type - some banks have separate entries for personal and business accounts.
Choose a Document owner from the dropdown. This is the user that collected statements will be assigned to.
Select Connect to enter your bank credentials and complete the connection yourself. If you're an accountant or bookkeeper setting up the connection on behalf of a client, select Ask client to connect instead - the client will receive an email invitation to connect their bank themselves.
On the credentials page, enter your bank login details. Depending on your bank, you may need to fill in:
Username and Password
Include historical documents from - choose a specific start date, or select Entire available history
Account Number (Last 4 Digits)
Timezone
Select Connect.
Once the connection is successful, you'll return to the Bank Fetch page, where the bank is listed as Connected.
Find your collected statements
Bank Fetch collects statements from your bank's website automatically. To find them in Dext, go to Bank in the main navigation, then select Statements and open the Collected tab.
Use the dropdown to filter statements by bank account. Statements not yet assigned to a bank account appear under Unassigned.
Send a statement for extraction
To extract transactions from a collected statement, you need to link it to a bank account in Dext. The bank account must be added manually - accounts synced from bank feeds and accounting software aren't available here.
In the Collected tab, find the statement you want to extract and select Send for extraction.
In the Send for extraction window, select the correct account from the Bank account dropdown.
Select Send.
Note: If your bank account doesn't appear in the dropdown, select Add bank account to add one manually. For full instructions, see How to use Bank Statement Extraction in Dext.
Manage a Bank Fetch connection
To manage an existing Bank Fetch connection, go to Business Settings, then Connections. Go to Bank Connectors and select Manage next to the bank you want to update.
From there, you can force a sync, update your credentials, or delete the connection. For full details on each option, see How to manage a Fetch connection in Dext.