Dext gives you 2 ways to add a bank account: manually for uploading bank statements, or by connecting directly to your bank for a live transaction feed. Both start from the same place in the Bank workspace.
Before you start
Only Admin users can add or manage bank accounts. For a full breakdown of user roles, go to Roles and permissions.
If you've connected accounting software to Dext, your bank accounts are pulled in automatically — no setup needed.
Add a bank account for Bank Statement Extraction
To upload bank statements to Dext, you first need to add a bank account manually. Go to Bank > Bank accounts and use the Add bank account button.
Go to Bank > Accounts in the sidebar.
Select Add bank account.
Choose Manually, then select Continue.
Use the Bank dropdown to choose your bank, then enter the account name, account number, and currency.
Select Continue to finish.
The account will appear in your bank accounts list. To edit or delete it later, select Manage next to the account.
Note: You'll need to delete all associated bank statements before you can delete a bank account.
Once your account is ready, go to How to upload bank statements in Dext to start uploading.
What if your bank isn't listed?
If your bank doesn't appear in the dropdown, you can request it to be added. Dext supports over 500 global banking institutions — view the full list at supported banks for Bank Statement Extraction.
Select Request your bank.
Enter your bank's name.
Upload an example bank statement.
Select Submit.
Dext's team will review the request and confirm via email whether the bank can be added.
Connect a bank account for Bank Feeds
To connect a bank account for Bank Feeds in Dext, go to Bank > Bank accounts and connect via Plaid. Bank Feeds are available in the UK, France, and North America at no extra cost.
Go to Bank > Bank accounts in the sidebar.
Select Add bank account.
Choose Connect to bank, then select Continue.
Review the data access summary, then select Continue to Plaid.
Review Plaid's summary, then select Continue.
Choose your bank from the list.
Scan the QR code or select Go to your bank website, then follow the steps to log in and authorise the connection.
Once connected, the account appears on the Bank accounts page with Bank feed shown in the Source column.
Note: Bank Feeds import individual transaction data only — they don't pull in full bank statements. To upload statements instead, go to How to upload bank statements in Dext.
For the full guide to Bank Feeds including syncing timelines, feed expiry, and notifications, go to Using Bank Feeds in Dext.