The bookkeeping AI agent that learns accounting first. Then learns from you.
AI Assist notices the calls you make on categories, tax rules and suppliers, then offers to make them for you. It runs on Dext's own models, trained on accounting documents rather than the open internet, so it understands a purchase invoice before it ever sees one of yours. Every suggestion comes with its reasoning, and none of them apply until you say so.
No credit card required.
Dext already automates the obvious. AI Assist goes after the rest.
Capture, extraction and categorisation are handled. What is left is judgement: the way you treat one particular supplier, the tax rule that only applies to one kind of purchase, the correction you find yourself making every month.
AI Assist learns those from you and offers to apply them across everything that follows.
16+ years and 2bn+ accounting documents went into teaching our models bookkeeping.
Your ledger teaches them the rest.
The same decision, a hundredth time. Made without you.
Categorising transactions, rewriting descriptions, applying the right tax rule — AI Assist takes on the parts of the day that never varied anyway.
One supplier, one treatment. Every document after that.
Consistency is what stops rework. AI Assist applies the same approach across suppliers and transactions, so a decision made once does not get made differently three months later.
Books in the background. You in the business.
The hours that went on admin go back to customers, pricing and the decisions only you can make.
Review mode or full auto. Your call, either way.
AI Assist runs on your judgement rather than its own. Check every suggestion before it applies, or switch to auto once it has earned that. And when our AI is unsure of something, a human reviewer settles it and the model learns from the answer.
Watch it learn. Then watch it work.
A short walkthrough of the AI bookkeeping agent picking up your decisions, proposing automations, and waiting for your answer on each one.
Five steps to a complete ledger. You manage the advisory.
How the bookkeeping AI agent learns your way of working, what it does with that, and where you come in.
1. Send in the documents
Receipts, invoices and expenses arrive by mobile, email, WhatsApp or desktop. Dext turns them into structured data at over 99% accuracy before AI Assist sees a thing.
2. It notices how you decide
The categories you choose, the tax treatments you apply, the edits you keep making — AI Assist learns from all of it, across every document you process.
3. It suggests, and shows its reasoning
AI Assist proposes automations for the patterns it has found, each one with a plain explanation of why. No black box, and nothing to take on faith.
4. You approve, refine or ignore
Apply a suggestion, adjust it, or leave it where it is. Nothing is automated without your say-so, and every action stays auditable afterwards.
5. You can tell it what to do
Give AI Assist your own instructions when a new supplier, project or rule turns up. It takes direction as readily as it takes examples.
The decisions that keep repeating. Handed over.
AI Assist takes the calls you have already made and offers to keep making them, across every document that comes in from here.
It reads what is on the invoice. Not just who sent it.
The same supplier can mean three different things. AI Assist decides on the content of the document, so a one-off purchase does not get filed like a monthly subscription.
Your tax rules, learned once. Applied from then on.
AI Assist picks the right treatment from the type of transaction and the rules you already follow, rather than from the supplier name alone.
Every supplier has a quirk. It remembers each one.
Due dates, cost centres, the way you always handle one particular bill — AI Assist recognises how you manage a supplier and offers to keep managing it that way.
The odd one out gets stopped. Before it reaches your books.
When a document does not fit the pattern, AI Assist flags it for a second look instead of guessing at it.
The fiddly steps nobody wrote down. Automated anyway.
Marking any invoice carrying a project reference as rebillable, for instance. The small actions that never made it into a process are exactly the ones AI Assist can pick up.
Hand over the repetitive half. Keep the judgement.
Trust your numbers without spending an evening checking them.
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*AI Assist can only be enabled by a practice admin
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CUSTOMER TESTIMONIAL
“Dext AI Assist has already made a noticeable difference to how we work. It’s reduced the amount of manual entry and corrections we need to do, saving us several hours. It’s easily the smartest AI tool I’ve seen to date and has real potential to change how bookkeeping gets done".
Michele Grisdale, Founder, Rainforest Bookkeeping
Learn how businesses just like yours
save time and hassle with Dext
Bright Shift and Dext:
"I would much prefer to not have a stack of receipts and invoices..Dext just makes life so much easier."
Toby, Founder
The AI is automated. The support is not.
Chat or email our team and a real person answers, in plain language rather than tech jargon — whether you are setting AI Assist up for the first time or working out how far to let it run. Dext U is there too, for self-paced training when you want to go deeper.
customer satisfaction rating (NPS)
48 hours
average time to our first response
+ 250 tutorials
available on our Help Centre
Frequently Asked Questions
Dext AI Assist is the bookkeeping AI agent built into Dext. It learns from how you process documents — the categories you choose, the tax rules you apply, the corrections you repeat — and suggests ways to automate those decisions going forward. It runs on Dext's own models, built in-house and trained on invoices, receipts and statements rather than general text, and it applies nothing you have not approved.
The AI bookkeeping agent learns from the decisions you make in Dext: how you categorise items, how you apply tax, and the corrections you find yourself making again and again. It turns those patterns into suggested automations, each with an explanation of why it is being proposed. You can apply a suggestion, refine it, reject it, or switch AI Assist to auto mode once you are comfortable with what it is doing.
Dext AI Assist currently works with items processed in the Costs and Sales spaces in the Dext platform.
Dext AI Assist is available on a free trial, and as an add-on for $10.50 per month as part of a launch offer. See our pricing page for current rates.
Yes. AI Assist follows the same security and compliance standards as the rest of Dext: ISO/IEC 27001 certified, GDPR compliant, and with a live Trust Centre you can check any time. All customer data is stored in the EU, encrypted at every stage, with access on a least-privilege basis. Data processed by AI Assist is never used to train external AI models, and we never sell your data or share it with third parties.
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Over 700,000 businesses and 12,000 accounting and bookkeeping firms worldwide use Dext to make more time for what matters.