Dext

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?

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

Getting started with Dext for businesses

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

Getting started with Dext for accountants and bookkeepers

Find all Dext training options in one place — short videos, guides, live sessions, webinars, Dext U certification, and product updates.

What training and learning resources does Dext offer?

Find live and on-demand Dext training sessions by region — for accountants, bookkeepers, clients, and Dext Business users.

Dext live and on-demand training

Dext U is Dext's free online learning platform. Complete short video modules, earn badges, and get officially certified.

Learn and get certified with Dext U

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What Dext is, who it's for, first setup, and training resources

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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.

Prototype article-aware answer

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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