Dext

An overview of Business settings in Dext - what each section covers and where to go to manage connections, automation, exports, and more.

What is Business settings in Dext?

Invite your accountant or bookkeeper to access your Dext business account. Learn how Business Admins and User Admins can grant, manage, or switch accountant access.

How to invite your accountant to access your Dext account

Remove or change the accountant or bookkeeper who has access to your Dext account, or reactivate your account if it's been deactivated.

How to remove or change your accountant's access to your Dext account

Manage multiple Dext businesses (entities) with a single login. Add a new business, merge existing logins, and switch between accounts.

Multi-account management for businesses

Add users to your Dext business account, choose their role and login access, send invitations, and fix common access issues.

How to add users to your business account

Learn how to remove or deactivate a user in your business account, and manage users you've already deactivated.

How to remove or deactivate a user from your business account

See how much of your monthly document extraction allowance you've used and what to do if you reach the limit.

How to check your document extraction usage in Dext

Answers to common questions about Dext business accounts, including billing, login, team management, and publishing.

Common questions about your Dext business account

Your accountant asked to move your Dext account to a new practice? Log in to review the request, then confirm or decline it.

How do I accept or decline a transfer to a new accountant?

Change roles, pick the right role, check who the admins are, and manage billing and accountant access in your Dext business account.

How to manage users and roles in your business account

Learn what Business Admins, User Admins, and Standard Users can do in a Dext business account, and which options a Standard User can have.

What can each business role do in Dext?

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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