Dext

Dext AI Assist is an intelligent bookkeeping agent that automates repetitive bookkeeping tasks  - categorisation, field updates, and line item processing - using AI-powered suggestions.

What is Dext AI Assist?

Learn how to enable Dext AI Assist, track usage, and get started with AI-powered suggestions - for practices and businesses.

Getting started with Dext AI Assist

Create and manage Account guidance in Dext — individual account-level rules for standalone businesses and client accounts within a practice.

Dext AI Assist: Account guidance

Activate and manage Core guidance in Dext — a free, read-only library of compliance-based rules built by Dext, available for practices and direct business accounts in UK, France, and Australia.

Dext AI Assist: Core guidance

Create and manage Shared guidance in Dext — centrally managed guidance rules for practices to apply across client accounts.

Dext AI Assist: Shared guidance

Track how your guidance rules are performing in Dext AI Assist — see suggestions triggered, applied, and dismissed for each rule.

Dext AI Assist: Review suggestion performance

See every field and action Dext AI Assist can use in guidance, including which fields aren't supported yet.

What can Dext AI Assist guidance search for and update?

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Enable, manage, and refine Dext AI Assist to automate bookkeeping tasks.

Dext AI Assist

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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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