Dext

Alexander

Teodora

Albena

Managing your subscription plan and billing details — for businesses and practices

Subscriptions & billing

An overview of how Dext Business is priced, what's included, and how to manage your subscription.

Dext plans for businesses

Dext Business plans scale with your team size. See what's included and complete your purchase in a few steps.

How to buy a plan for your Dext business account

Change your Dext Business plan, switch your billing term, and manage add-on credit bundles from the Subscription page.

How to change your Dext Business plan

View and update your billing details, payment method, and invoice history for your Dext business subscription.

How to manage billing details for your Dext business account

Switch your Dext billing from your accountant to your business. Learn how to take over your subscription payments directly.

How to take over your Dext subscription from your accountant

Dext Business offers two types of add-ons: feature add-ons for extra capabilities, and credit bundles to top up your plan allowances.

What add-ons are available for the Dext Business plan?

Easily upgrade your Vault in Dext to get more AI credits and storage. Learn how to adjust your subscription, manage usage, and stay on top of AI-powered features.

Using Vault: Upgrade Storage and AI Credits

Reactivate your Dext account by buying a plan. Covers deactivation, disconnection, manual cancellation, and failed payments.

How do I reactivate my expired Dext business account?

Refer other businesses to Dext as a Business client and earn $70 for each successful referral. Share your referral link, your referral gets 20% off, and you get rewarded.

Refer and earn with Dext for Business

Cancel your Dext Business subscription from Business settings and understand renewal notice periods and restrictions.

How to cancel your Dext account

For businesses

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

Manage your Dext practice subscription — adjust client limits, monitor and top up credits, and activate add-on features like AI Assist and Vault+.

How to manage your Dext practice subscription

View and update your billing details, payment method, and invoice history for your Dext practice subscription.

How to manage billing details for your Dext practice

Refer an accountant or bookkeeper to Dext, and you’ll both receive 1 free month of Dext when they sign up for an annual plan. There’s no limit to the number…

How do I refer an accountant or bookkeeper to Dext?

Managing a Vault Plan

Ian McKay

For practices

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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.

Ship something

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

Connect your stack

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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