MONDAY 23RD MARCH 2026 - Dext, the trusted leader in bookkeeping automation, today announces Dext AI Assist, a new AI agent designed to help Canadian accountants, bookkeepers and finance teams automate everyday bookkeeping decisions even further, while remaining fully in control.

Built into the Dext platform, AI Assist learns how users work in Dext from their decisions, preferences and edits. It uses this understanding to surface suggestions on how to automate those repetitive tasks across future workflows.. The result is less time spent manually applying judgment across repetitive tasks and more time delivering insight. 

Dext has already removed millions of hours of manual data entry from bookkeeping, with its automation capturing and processing over 350 million documents at scale with high accuracy. With AI Assist, the company is tackling the next stage of automation: applying the nuanced, organization-specific decisions that sit on top of the data. 

Every suggestion AI Assist provides remains transparent and reviewable, ensuring professionals retain full control over how automation is applied. This human-in-the-loop approach allows the system to continuously learn from user feedback, improving accuracy and consistency across financial data over time.

Helping finance teams keep pace with growing workloads 

Across the accounting and finance profession, teams are under increasing pressure as transaction volumes rise, compliance requirements expand and clients expect faster financial insight.

At the same time, productivity growth in Canada remains below long-term trends, according to the Bank of Canada. Improving productivity increasingly depends on technology that removes operational bottlenecks while maintaining professional oversight.

While document capture and data extraction are now highly automated, workflows often still depend on human judgement. These decisions vary between firms, clients and finance teams, from how transactions are categorized to how description fields are used, and how data is structured for reporting and workflows. 

These decisions often reflect client-specific preferences and internal ways of working, creating a level of nuance that goes beyond standard rule-based automation. As a result, teams need a way to apply these decisions consistently across similar transactions, based on how they choose to work.

Dext AI Assist addresses this by learning from user decisions, preferences and edits, understanding the context behind them and how each organization works. It applies those decisions consistently across similar transactions, helping professionals turn their expertise and ways of working into intelligent automation while reducing repetitive manual effort. This means teams no longer need to adapt their processes to fit rigid rules as the automation adapts to how they work.

Automation that reflects how your practice works 

Sabby Gill, CEO of Dext, says, “Dext has already helped remove millions of hours of manual data entry from bookkeeping by automating document capture and processing at scale. With AI Assist, we’re taking the next step; helping firms and finance teams apply their own judgement and way of working more consistently across every transaction.

“Every organization, whether a firm or a finance team, has its own approach to categorizing transactions, structuring data and managing workflows. AI Assist learns how you work and helps align those decisions automatically, while keeping you fully in control. This frees up teams to focus on higher-value work like insight, advisory and strategic decision-making.”

Building on automation that is already transforming bookkeeping

Dext’s existing automation already demonstrates the scale of efficiency technology can unlock. In January 2026 alone, the platform processed 31.4 million receipts and invoices globally.

Based on a conservative estimate of three to four minutes to manually process each document, this represents more than two million hours of administrative work. Using Dext, users spent approximately 206,000 hours processing those documents, reducing processing time by more than 90%.

For firms and finance teams, this reclaimed time is increasingly redirected toward higher-value work such as financial analysis, strategic advisory and stronger client relationships.

Dext AI Assist extends how professionals already use Dext, by enabling them to automate the consistent application of decisions that reflect how they work.

AI designed to support, not replace, professional expertise

A core principle behind Dext AI Assist is ensuring automation remains transparent, controlled and aligned with professional oversight.

Rather than replacing human decision-making, the system learns from it. By recognizing patterns in how users handle specific client nuances, categorize transactions and apply tax treatments, Dext AI Assist helps apply those decisions more consistently across future transactions. 

Every suggestion generated is clearly surfaced and can be reviewed, refined or rejected before it is applied. This human-in-the-loop approach ensures accounting professionals remain the final decision-makers, while the system continuously learns from their expertise.

Stephen Edginton, Chief Product & Technology Officer at Dext, adds, “We designed Dext AI Assist to work alongside users, not replace them. The platform already processes financial data at scale with high accuracy; AI Assist builds on that by learning how each team works and applying those decisions consistently. Human judgment remains central to the process, while AI helps reduce the manual effort that slows teams down.”

Early beta feedback 

During beta testing, users reported measurable improvements in workflow efficiency and consistency. 

Michael Shafman, Co-CEO of faascloud inc, says, “What stands out is how quickly AI Assist becomes useful once you start using it in real workflows. For certain clients and use cases, it’s already making a real difference.

We’re focused on growing without adding more headcount, so using technology to do more with the same team is critical. AI Assist supports that by helping automate parts of the process that would otherwise take time and manual effort.

For example, we have a manufacturing client where job codes are essential for how we manage revenue and cost of goods sold. AI Assist is able to recognise that context, extract the right information and apply it consistently, which has been a big help.

As you spend more time with it, you learn how to tailor it to your workflows and get more out of it. It’s easy to see this becoming a standard part of how we work.”

Dext AI Assist is now rolling out across the Dext platform. The feature will be available as a free trial until 23rd April, with additional capabilities planned as the system continues to evolve.

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NOTES TO EDITORS

About Dext

Dext, part of the IRIS Software Group, is the world’s leading provider of AI-powered bookkeeping automation. Since 2010, Dext has empowered accountants, bookkeepers, and businesses to thrive by eliminating the manual work that slows them down. Its advanced AI, trained on more than 1 billion receipts and invoices with 99.5% accuracy, streamlines the capture, coding, publishing, and reconciliation of financial data, giving professionals more time to add value and grow.

Trusted by over 12,000 accounting and bookkeeping firms and 700,000 businesses worldwide, Dext integrates seamlessly with all major accounting software and connects to more than 11,500 banks, suppliers, and marketplaces. As part of IRIS Software Group since 2024, Dext continues to innovate with its clients to deliver a more seamless, end-to-end accountancy workflow that enables smarter, more timely financial decisions.

For more information, visit www.dext.com.