Dext is a bookkeeping software that automatically captures receipts, extracts invoice data, and categorizes company expenses.
Dext is an automated bookkeeping and financial document management platform designed for small to medium businesses as well as accounting and bookkeeping practices. The platform simplifies accounting administration by automatically collecting, reading, categorising, and storing receipts, invoices, expense records, and financial statements. By eliminating manual data entry, the software helps users save time and reduce errors in routine accounting tasks.
Users submit financial paperwork through various methods, including a mobile application scanning feature, email forwarding, drag-and-drop file uploads, and automatic invoice fetching from vendor portals. Dext reads these uploaded documents using optical character recognition and artificial intelligence technology. The system extracts key transaction details such as supplier names, amounts due, payment due dates, and line items, categorising each entry according to prior transaction history.
Once financial documents are extracted and categorised, they can be matched against bank feeds and reviewed for accuracy before being published directly into connected cloud accounting software. The system includes features to establish supplier rules, run automated duplicate checks, and manage approval workflows for disbursements. Practice-focused tools allow accounting professionals to oversee multi-client portfolios, assign team tasks, and track client data health scores.
Dext connects with third-party accounting platforms, e-commerce applications, payment gateways, and banking networks. Historically composed of distinct tools such as Receipt Bank (renamed Dext Prepare), Dext Precision for data health analytics, and Dext Commerce (formerly Greenback) for e-commerce sales itemisation, the platform consolidates these functional capabilities into a single integrated bookkeeping automation environment.
Original document scans are archived in cloud vault storage for long-term audit readiness, remaining retrievable for up to ten years. Dext also offers payment functionality that enables businesses to approve supplier invoices and settle expense claims directly within the software, automatically updating payment statuses in external accounting records.
Small business owners and team members can capture paper receipts and supplier invoices on the go using the mobile application scanner, direct email submissions, or drag-and-drop uploads. The platform automatically reads critical transaction details like vendor name, amount, tax, and due date, eliminating manual spreadsheet entry and ensuring expense documentation is organized and attached to financial records.
Businesses can manage staff expense reimbursements and track mileage claims without physical paper chains or manual tracking. Employees upload receipt photos or log mileage through the mobile application. Managers can review, track, and approve these expense submissions directly, establishing a digital audit trail and syncing approved expenses to accounting software for timely employee reimbursement.
Accounting and bookkeeping practices can streamline operations across multiple client accounts from a unified workspace. Practice staff can set up automated client workflows, assign tasks, track completion, and monitor data health across all client books. By reducing repetitive data entry and automating document collection, firms can free up capacity to offer higher-value advisory services to clients.
Online merchants and retailers selling through e-commerce channels or taking point-of-sale digital payments can collect itemised transaction details automatically. The platform extracts high-volume sales data, separating item price, taxes, payment processor fees, and refunds or reimbursements. This raw sales data is formatted and structured to sync cleanly into cloud accounting tools without manual calculations.
Businesses can manage end-to-end accounts payable workflows by approving supplier invoices and processing payments directly inside Dext. The platform consolidates multiple unpaid bills into payment batches, enforces multi-stage payment approval rules, and executes payment processing. Once completed, payment statuses automatically update from unpaid to paid in connected accounting software for immediate account reconciliation.
Organizations needing compliant record retention can store original digital copies of invoices, receipts, and bank statements in secure cloud vaults. Dext retains scanned records for up to ten years, keeping them fully searchable and accessible. This continuous record retention helps teams handle year-end financial reporting, address audit queries, and comply with tax regulatory requirements.
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Financial paperwork uploaded to the platform, including invoices, bills, and receipts, is stored in cloud servers for a minimum of seven to ten years. Documents are encrypted and archived so that businesses and accounting practices can locate digital copies whenever needed for auditing, year-end balance reviews, or tax compliance purposes.
Users can submit financial files into the platform using several different channels. These methods include taking photographs of paper records via the smartphone app, sending digital attachments to a dedicated email address, dragging and dropping files on the web interface, or configuring automated fetching to pull online utility and supplier statements directly.
Dext connects directly with thirty-six accounting software solutions, including systems such as Xero, QuickBooks, Sage, MYOB, and FreeAgent. Extracted data from receipts and bills is categorized and synchronized into the connected software in seconds, avoiding manual data transcription and eliminating duplicate entry.
The platform offers dedicated practice features that allow accountants to manage multi-client workflows from one central dashboard. Firms can monitor data health scores across client accounts, set up reusable onboarding and review workflows, delegate specific team tasks, and automate document processing to expand practice capacity without adding staff.
Dext maintains ISO 27001 certification for information security management. The application runs on Amazon Web Services cloud infrastructure across multiple availability zones. Data transmissions use TLS 1.2 or higher protocols, while stored assets are secured with AES-256 encryption. Access controls require single sign-on or two-factor authentication.
Data handling on the platform conforms with European Union GDPR standards. Software infrastructure is hosted in secure Amazon Web Services cloud facilities located within the European Union. Supported by ISO 27001 standards and encrypted backups, the platform preserves data privacy and integrity throughout the retention lifecycle.
Customers on monthly payment schedules may cancel their account at any time through their online profile. Subscribers can also increase client file allocations or upgrade plans as their needs expand. However, reducing the allocated number of client files is not permitted during an active annual subscription contract.
A fourteen-day trial is available to let new users test the software before committing. Business owners and accounting practices can sign up and connect their accounting platforms without providing credit card details during the trial period.
Dext Payments allows users to handle accounts payable directly from the application interface. The tool enables teams to process expense claims, pay supplier invoices, group transactions into batch payments, enforce multi-stage approval permissions, and automatically change bill statuses from unpaid to paid in connected accounting packages.
E-commerce seller functionality extracts sales figures from online storefronts, point-of-sale platforms, and payment gateways. The software categorizes high-volume digital transactions by separating line item sales, applicable taxes, merchant processing fees, and customer reimbursements before publishing formatted summary data to external accounting software.
Dext is built for small and medium-sized businesses, self-employed individuals, and accounting or bookkeeping practices. It caters to businesses across sectors including construction, professional services, hospitality and wellness, retail, and multi-entity or franchise operations. Practice features support sole practitioners up to large accounting firms managing multi-client portfolios.
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The mobile scanner application allows users to capture paper receipts, bills, and expense documentation on their smartphones. It uses image scanning and optical character recognition to read and extract transaction details instantly. Captured images are uploaded to cloud storage, categorised based on historical data, and made available for accounting reconciliation.
Users can submit financial paperwork by forwarding digital invoices to a dedicated email address or using the automatic invoice fetch feature. Invoice fetch connects to online vendor accounts to pull recurring statements and utility bills automatically, eliminating the need to manually log into individual vendor portals or save file attachments.
AI Assist is an artificial intelligence engine that learns from transaction decisions made by users and firm staff over time. As users categorize transactions and establish supplier rules, the system learns these choices and applies them automatically to future incoming documents, reducing routine transaction handling and manual review.
Dext automatically assigns expense categories and account codes to extracted document data based on historical entries. Users can establish specific supplier rules that dictate how transactions from designated vendors are handled, categorized, and assigned, ensuring consistent ledger posting and speeding up the financial reconciliation process.
The platform scans incoming documents and compares extracted transaction details against existing financial records and bank feeds. It performs automated transaction matching to link receipts directly to bank statements and flags duplicate document submissions, preventing double payments, misposted transactions, and tax reporting errors before records are finalized.
Vault document storage maintains original digital copies of all captured receipts, supplier invoices, and bank statements within secure cloud infrastructure. Uploaded documents are encrypted and retained for up to ten years, ensuring full audit readiness, compliance with legal recordkeeping requirements, and searchability whenever historical files are required.
Dext Payments allows users to pay supplier invoices and process employee expense claims directly from the platform interface. It supports payment batch preparation, multi-step payment approvals, and direct fund transfers. Upon payment completion, invoice statuses are automatically updated from unpaid to paid in connected accounting software.
Formerly known as Dext Precision, client data health tools evaluate the quality and accuracy of client accounting records. The system generates data health scores, highlights missing transaction details, detects posting errors or anomalies before they cause problems, and tracks task deadlines across client portfolios on practice dashboards.
Originating from Dext Commerce, this feature extracts detailed sales data from e-commerce platforms, payment gateways, and point-of-sale systems. It itemises high-volume sales transactions by automatically separating product prices, sales taxes, merchant processing fees, and customer refunds, ensuring accurate revenue and fee recording for online and physical retail operations.
The platform provides configurable multi-step and multi-stage payment approval controls. Organization managers can set up custom approval pathways for supplier bills and employee expense reimbursements, ensuring that all financial disbursements are properly reviewed, authorized, and recorded by designated personnel before any payments are processed.
Designed for accounting and bookkeeping practices, workflow management tools allow firms to standardize recurring operational processes such as client onboarding or year-end reviews. Practice leaders can create reusable workflow templates, assign specific tasks to team members, track real-time completion statuses, and maintain operational accountability across client engagements.
Dext prepares extracted financial paperwork to match directly against line items from bank feeds. By linking verified document scans directly to corresponding bank transactions, the platform simplifies reconciliation workflows, allowing accountants and bookkeepers to confirm statement lines quickly and close financial periods without manual spreadsheet matching.
We don't publish prices: they change often and differ by country. Check current plans on Dext's own pricing page.
Dext organizes its subscription pricing into separate plans tailored for small businesses and accounting practices. Subscriptions are offered on monthly or annual payment schedules, with discounts available for annual billing commitments. Monthly subscriptions can be canceled at any time. Subscribers can upgrade plans or add client files, but reducing client file counts during an active annual subscription is not permitted. Specific subscription pricing details are not stated on the vendor's website.
Dext connects with cloud accounting applications, e-commerce platforms, payment service providers, and financial institutions. It supports direct data publishing to cloud accounting software and integrates with payment gateways and digital storefronts to collect itemised sales and fee records.
Dext offers customer support and educational resources through a Help Centre, Dext U certification courses, and video tutorial libraries. The vendor provides expert-led weekly live training sessions and step-by-step setup guides. UK-based support teams assist users during software migration, and dedicated account managers handle subscription adjustments and custom quote requests.
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This page was written with AI from 9 pages of dext.com's own website (read on Sep 15, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested Dext.
