Dext

Set up your Dext business account, add your team, and start capturing and publishing financial documents.

Getting started with Dext for businesses

Use the Tools menu in the Costs and Sales inboxes to export, merge, edit, flag, archive, or delete multiple items at once.

How to use the Tools menu in Dext

Set up your practice account, add your team and clients, and start collecting and publishing documents.

Getting started with Dext for accountants and bookkeepers

Learn how the Archive works in Dext, what moves items there, and how to export or unarchive them.

What is the Archive in Dext?

Learn how to view and edit item details in Dext, including document actions, tabs, extracted data, and available controls before publishing or exporting.

How to use the Item details page in Dext

An overview of the Practice Essentials and Practice Advanced plans — what's included in each, and how to choose.

Dext plans for accountants and bookkeepers

Use keyboard shortcuts in Dext to publish or archive items, move between inbox items, collapse the sidebar, or select multiple items.

Are there keyboard shortcuts in Dext?

Learn how roles and permissions work in Dext for practices and businesses, including access levels, account ownership, and how permissions differ between accounts.

Roles and permissions in Dext

Add your Practice or Business logo in Dext to display it in the Dext mobile app and on Expense claims PDF exports.

How to add your company logo in Dext

Dext stores financial documents digitally and complies with tax authorities that accept digital records as proof of purchase.

Does Dext comply with tax authority record-keeping rules?

Dext converts foreign currencies to your base currency using Fixer exchange rates from the document date. Learn where to view and change your base currency.

How does Dext convert foreign currency amounts?

Dext helps accountants, bookkeepers, and businesses automate bookkeeping, capture financial data, and stay organised with accurate records.

What is Dext, and who is it for?

Merge separate Dext logins into one email address. Works for both business and practice accounts. Your accounts and data aren't affected.

How to merge login details in Dext

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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