Important: The Dext AI Agent is currently in Beta testing and available only to selected firms. During this phase, it will be automatically enabled for participating accounts.
Overview
Note: Admins can view, edit, create, and manage all AI Agent guidance. Standard users can still see the AI Agent’s suggestions on documents and apply them, but they cannot access or modify guidance.
The Dext AI Agent is your intelligent bookkeeping assistant. It learns how you and your team work, applying that knowledge to automate repetitive tasks with accuracy, transparency, and control.
It helps you save time on manual edits - like categorising receipts, reclassifying invoices, or updating fields - so you can focus on higher-value work.
The Agent suggests values directly within your Costs and Sales items and explains the reasoning behind every recommendation.
What the AI Agent does
The AI Agent enhances Dext’s automation by learning your unique bookkeeping patterns. It:
Learns from your corrections, edits, and classifications
Suggests the right values for the document fields from the list of available actions
Explains every recommendation with clear reasoning
Lets you accept or dismiss suggestions anytime; If a suggestion is dismissed, you can give feedback that would be directly used for future improvements.
Continuously improves its accuracy the more you use it
Examples of what it can automate:
Category preferences: Recognises how you categorise different types of purchases from certain suppliers (e.g., you buy fuel from Shell → “Fuel & Oil", you buy coffee from Shell → “Operating Expenses").
Description preferences: Generates the description content you want to see. Based on your guidance, the AI Agent pulls in the details you care about most, such as what was purchased, where it was bought, due dates, or any other meaningful information you consistently reference.
New suppliers: When a brand-new supplier is added, instead of waiting for a rule or manually coding the first few invoices, the AI uses your past judgments to give a high-quality suggestion with a clear explanation.
Client nuance: Understands that the same supplier may be treated differently per client.
Flag items: Use the agent to flag items that need your attention, whether they relate to personal expenses, motor vehicles and VAT claims, or anything else you’re concerned might slip under the radar.
How AI suggestions appear
The Agent’s suggestions appear directly on the Item Details Page for both Costs and Sales items.
Suggestions are displayed beneath the relevant field or directly applied if Auto-apply was selected for the guidance.
A ✨ sparkle icon indicates that the value comes from the AI Agent.
Hover over the suggestion to view the full explanation and the guidance used to generate it.
This transparency helps you understand why the Agent made its recommendation, building confidence and trust.
About guidance
Guidance is the set of rules and logic the AI Agent uses to generate suggestions. Admin users can view, edit, or create guidance to tailor how the AI works for their organisation.
How to access guidance
Go to Business Settings.
Select AI Agent in the left-hand menu.
Viewing existing guidance
If guidance already exists, you’ll see a list of rules, including:
Name and details of each rule
Action (Auto-apply or Suggest)
Enabled/Disabled status
From this view, Admins can:
Edit - refine the rule logic
Set to Auto-Apply - apply it automatically
Delete - remove guidance no longer needed
Disable - temporarily pause a rule
Creating or editing guidance
Generate guidance
If you haven’t set up any guidance yet:
Click Generate.
The Agent will create guidance automatically based on your current data and workflows.
Note: Generate can be clicked only once for now. After the initial set of guidance is created, the button will be greyed out.
We plan to let the Agent re-analyse a client and regenerate updated guidance in future, but this functionality is not yet available in the Beta.
Create new guidance
To define new rules for different workflows:
Click Create guidance.
Review the guidance writing tips at the top of the page to ensure your rule is clear, specific, and uses unambiguous language. These tips explain how to structure effective guidance and include examples and the full list of available actions.
Enter a Name and Instructions explaining the logic.
Choose how it should apply - Suggest or Auto-apply.
Click Create guidance to save.
Edit guidance
To refine an existing rule:
Select the guidance you want to edit.
Update the rule’s Instructions or application type.
Click Save to apply changes.
Reviewing and managing AI suggestions
When the Agent makes a suggestion:
You’ll see the recommended value and a note explaining the reason.
If it’s correct, accept it.
If not, you can dismiss it and add feedback.
Your feedback helps the AI learn and improve accuracy over time.
Benefits of using Dext AI Agent
Work smarter, not harder: Automate repetitive manual tasks like categorisation and flagging.
Cleaner data: Ensure consistent treatment and reduce errors across clients.
Full transparency: Every recommendation includes a clear explanation.
Personalised automation: Learns your preferences and adapts to your workflows.
Continuous improvement: The more you use it, the smarter it gets.
Summary
The Dext AI Agent helps you delegate routine bookkeeping confidently. By combining your expertise with AI-driven automation, you can reduce manual work, improve data accuracy, and give yourself more time for what matters most - supporting your clients and growing your business.