Dext AI Assist is available as a free trial. This article explains how to enable it and track usage - whether you're a practice managing clients or a business using Dext directly.
For accountants and bookkeepers
Accountants and bookkeepers can enable Dext AI Assist for up to 10 clients during the free trial, from either the client list or subscription settings.
Enable from the client list
To enable Dext AI Assist from the client list:
Go to Clients.
Select Try Dext AI Assist for free.
Select Try it for free with 10 clients.
Use the Trial fit (sustainability) ranking to help you decide where to begin.
Choose the clients you want to enable.
Select Review access, then confirm.
Enable from subscription settings
To enable Dext AI Assist from subscription settings:
Go to Practice settings.
Select Subscription.
Go to the AI Assist page.
Select Try it for free with 10 clients.
Choose the clients you want to enable.
Confirm your selection.
Once enabled, you'll be taken to the AI Assist usage page, where you can track usage across your clients.
How the fit ranking works
The fit ranking helps you prioritise which clients to enable first. The fit score is based on how much data and manual work exists for each client - clients with more documents and frequent edits are more likely to benefit from automation.
You'll see labels such as:
Great fit - ideal candidates to trial Dext AI Assist first
Good fit - likely to benefit, with slightly less automation potential
Worth trying - may still benefit, but with more limited impact
Track usage as a practice
To track Dext AI Assist usage across your clients:
Go to Practice settings.
Select AI Assist usage.
Review usage metrics and enabled clients.
For businesses
Businesses can enable Dext AI Assist directly from the subscription page.
Enable Dext AI Assist
To enable Dext AI Assist as a business:
Go to Business settings.
Select Subscription.
Select Try it for free.
Confirm to enable Dext AI Assist.
Track usage as a business
To track Dext AI Assist usage:
Go to Business settings.
Select Subscription.
View AI Assist usage information.