Dext’s Global Product Update Q4 – The Round-up
We’ve had a busy quarter, rolling out updates that are all designed to take the faff out of your financial admin. Thanks for joining us at our latest Global Product Update, but, in case you missed it, here’s a quick recap.
Built for Bigger Things: a message from Sabby Gill
Dext CEO Sabby Gill opened with a reminder that the shift in the financial forecast isn’t just coming, it’s already here. According to our research, SMBs are spending an average of 21 hours a month on financial admin, which is the equivalent of half a working week every month.
With the Autumn Budget on the horizon and speculation around further taxes, businesses are spending more time managing the engine than driving forward. The good news is that those embracing AI and automation are setting a new standard.
Sabby’s message was clear: Dext is built to help you keep pace, not just catch up. With live data, proactive insights and AI-powered precision, Dext is helping accountants, bookkeepers and businesses alike to work faster, stay compliant and grow stronger.
AI: From Potential to Power
Stephen Edginton, Chief Product and Technology Officer, compared today’s AI evolution to the new industrial revolution. Just as factories transformed productivity in the past, large language models (LLMs) are now reshaping how we work, but only when applied with human intent.
At Dext, we’re not chasing hype. We’re applying AI where it creates real impact.
- 1.7 billion documents trained into our models
- 350 million documents processed annually
- 99.9% accuracy
- 10+ model improvements per day
AI now powers faster document processing, smarter categorisation, and better decisions — giving you leverage, not extra work. And with Dext AI Agent, we’re moving into the next evolution of automation. The agent-led approach:
- Learns your workflows
- Automates repetitive tasks
- Offers full transparency and control
- Includes credits in every plan
We’re not out of a job. Our jobs are just evolving.
New in Dext
Practice Client Defaults
Back by popular demand, defaults are now available in Practice Settings for smoother, faster client setup.
CSV Extraction Defaults
Easily customise data exports, including quantity and line item fields.
Line Item Extraction
Now including extraction of costs and sales data on demand.
Approvals Workflow Enhancements
Introducing filters, advanced search, and increased limits of up to 50 items.
Custom List Visibility
A highly requested feature that controls which categories or groups appear to reduce confusion and improve accuracy.
Practice Users in Approvals
Include practice team members directly in approval workflows to streamline reviews and sign-offs.
Mileage Summary Overview
Gain clearer visibility of mileage claims — by driver, vehicle, or tax year — to improve control and reporting.
Practice Management Integration
Seamlessly connect Dext with your practice management system for one unified client list. Add clients to Dext directly and sync across systems automatically.
Data Health & Insights
Now available to both partners and businesses. Track data quality with a Health Score, monitor prepayments, uncover anomalies and join the beta waitlist for early access.
Vault for Dext Solo
Vault is now live in Dext Solo. Vault gives you and your clients a secure, intelligent space to store and manage key documents. It’s perfect for managing client paperwork, from receipts to rental records.
Coming Soon
Payments Update
A new supplier payments experience is on the way, letting you upload, approve and pay invoices directly within Dext. Enjoy instant reconciliation, multi-level approvals, and complete control. Beta opening soon.
Dext AI Agent in Action
See automation in motion with features like smart payment status detection, category tracking, and next-gen supplier rule learning.
MCP for Dext
Connect your AI tools (like Claude and others) directly into Dext Data Health & Insights for richer, faster analysis.
Time Tracking
Find out how your team’s time is being spent, so you can manage any inefficiencies or increased workloads that could translate into higher fees. (This feature is available in the Advanced Plan.)
One Platform. Smarter Decisions.
The pace of change is accelerating — and so are we.
With Dext, you can trust your data, reduce admin, and focus on what matters most:
building bigger things.
Join Us
Stay connected by talking to your Account Manager, clicking the ? icon in your app, or joining our next sessions worldwide:
🇺🇸 🇨🇦 Global Partner Update: NA - 23 October at 11am EDT
🇦🇺Global Partner Update: AU - 23 October at 4pm AEDT
