Upload your PDF bank statements to Dext and have every transaction automatically extracted into your account.
This guide walks you through the entire process, including setting up bank accounts, uploading statements, managing extracted data, and addressing any issues that may arise.
Important: Only Admin users are allowed to access this feature. Bank Statement Extraction has usage limits depending on your plan. If you exceed your plan's limit, additional charges may apply.
Tip: Practice Admins can view usage limits on Practice settings > Subscription, and Business Admins can find usage info under Business settings > Subscription.
Set Up a Bank Account in Dext
Before you can begin uploading bank statements, you need to create a corresponding bank account in Dext manually.
How to Add a Bank Account
1. Go to Bank > Bank Accounts from the sidebar.
2. Click the Add bank account button at the top of the page.
3. Choose Manually, then click Continue.
4. Use the Bank drop-down to select your bank, enter the account name and number, and select the correct currency.
5. Once you’re ready, click Continue to finish creating the account.
The new bank account will now appear in your list. You can edit or delete the account later by clicking the Manage option next to it.
Note: You’ll need to delete all associated bank statements before you can delete a bank account.
What to Do If Your Bank Isn’t Listed
If your bank doesn’t appear in the drop-down list during setup:
Click Request your bank
Enter your bank’s name
Upload an example bank statement
Click Submit
Our team will review your request and confirm via email whether your bank can be added to the list of supported banks.
Upload Your Bank Statements
Once you’ve added a bank account, you can begin uploading your statements to Dext.
Upload Process
1. Click Add Documents in the top left or right corner of your screen.
2. Switch to the Bank tab.
3. Choose the bank account that matches the statement you're uploading.
4. Select the files from your computer, or drag and drop them onto the highlighted green area.
Requirements to keep in mind:
Each file should contain only one statement for a single bank account
File size must be 50MB or less
Limit of 300 pages per file
Scanned documents should be at least 200dpi resolution
Processing Times
Digital (native) PDFs from online banking systems are processed much faster than scanned documents. While scanned PDFs can take up to 24 hours, about 75% of all statements are extracted within 4 hours, and some digital PDFs are processed in just minutes.
Monitor Your Uploads
Once uploaded, your bank statements appear in the Bank > Statements > Collected tab while they are being processed.
After extraction is complete, they are moved to the Processed tab.
If you manage multiple bank accounts, use the drop-down list to switch between them.
If a statement is rejected, it will remain in the Collected tab. Hover over the "Rejected" status to view the reason for rejection.
Common Reasons for Statement Rejection
Not all bank statements can be processed. Here are common reasons your file might be rejected:
It contains statements from multiple banks or accounts
The document is a photo taken by a camera (not a scan)
The scan quality is too low (below 200dpi)
The file combines different formats, like a mix of scanned and digital pages
There's heavy handwriting on transaction lines
The statement has no transactions or contains missing pages
Note: You won’t be charged for rejected statements.
Duplicate Uploads
If a file you upload matches one that was previously submitted, Dext will automatically reject it to avoid duplicate processing.
The rejection message will include the Source ID and the associated bank account
Click the Source ID to jump to the original statement
Managing Your Bank Statements
Moving a Statement to Another Account
Uploaded a statement to the wrong bank account? You can fix that easily:
1. Go to Bank > Statements > Processed
2. Select the incorrect statement by ticking the checkbox, and click Assign bank account
3. Choose the correct bank account, then click Assign
The statement will now be visible under the correct account.
Reporting Extraction Errors
If the data extracted from a statement looks incorrect (for example, some transactions are missing descriptions):
Go to Bank > Statements > Processed
Tick the checkbox next to the affected statement
Open the Tools menu and select Report mistake
This will resubmit the statement for reprocessing, free of charge.
Exporting Bank Statements
You can download both the extracted transaction data and the original uploaded PDF:
Go to Bank > Statements > Processed
Click Export on the right to download all transactions as a CSV
Click the Download icon on the left to get the original PDF file
Note: You can’t publish bank statements directly within Dext. You’ll need to export and upload them manually to your accounting software.
Detecting Missing Bank Data
Dext can automatically identify periods of missing transaction history between uploaded statements by comparing the opening and closing balances and dates.
How to Enable Missing Period Alerts
Go to Business settings > Extraction
In the Bank statements section, enable the Missing period toggle
Once turned on, Dext will display alerts in Bank > Statements > Processed whenever it detects missing periods between uploads.
Resolving Gaps in Data
Click Resolve next to the alert
Select Add Documents from the menu
The upload window will appear with the correct bank account preselected
Upload the missing statement to close the gap. To dismiss the alert without uploading a file, choose Dismiss from the same menu.
Managing Extracted Transactions
All transactions extracted from your uploaded bank statements can be found under Bank > Transactions.
If you have multiple bank accounts, use the drop-down to switch between them.
Searching and Filtering Transactions
You can easily find specific transactions using:
Advanced search, where you can search by description, amount, or date
Filters, which let you view transactions based on:
Whether there's a Bank Match
Whether there's a Paperwork Request
Whether the transaction is Paid in or Paid out
You can also customize the table view by clicking the Table settings (gear icon) to show or hide columns.
Exporting Transactions
You have two options for exporting:
Export all transactions: Click Export all and choose your preferred CSV format
Export selected transactions: Tick the checkboxes next to the ones you want, then click Export
Frequently Asked Questions (FAQs)
Do I need to be an Admin to use Bank Statement Extraction?
Yes, this feature is only available to Admin users.
How long does the extraction process usually take?
It can take up to 24 hours, but most digital statements are processed in under 4 hours. Some are completed in just a few minutes.
Can I upload credit card statements to Dext?
Yes, credit card statements can be uploaded just like regular bank statements. Make sure each file follows the same format and requirements for successful extraction.
What types of files can I upload?
Only PDF and TIFF files are supported. Both scanned and digital PDFs are accepted, though digital ones process much faster.
Will I be charged for failed uploads or duplicates?
No. If a file is rejected or flagged as a duplicate, you won’t be charged.
What happens if a statement is missing information?
You can use the "Report mistake" option to flag the issue, or enable missing period alerts to help identify gaps in your data.
Can I export statements and transactions?
Yes. You can export extracted transactions as CSVs or download the original PDF file.
My bank isn’t listed. What should I do?
You can request it to be added during manual bank account creation by uploading a sample statement.