Bookkeeping automation for accountants. The corrections stop here.
Dext captures, extracts and categorises client documents with over 99% accuracy and sends them into the accounting software you already use. Intelligent automation handles the repetition; your expertise decides the exceptions.
Less unpicking at month end.
More of the work worth doing.
Documents arrive on their own. The chasing stops.
Clients send invoices and receipts by mobile app, email or upload, and Dext reads them on arrival. Your team starts from structured data rather than a folder of photographs.
Categorised on arrival. Duplicates caught before they post.
Recurring entries take the coding your practice has already set, duplicates are flagged, and reports route to the right approver. Fewer errors reaching the ledger means fewer to unpick at review.
Automatic where you trust it. Manual where you don’t.
Set rules for recurring costs and they land in the accounting software you already use without another click. Everything else waits for your review, and the match tool lines cost data up against your records while it does.
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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
- Data capture
- Data automation
- Data health and insight
- Practice productivity
Paper, PDF or portal.
One clean set of data.
Invoices, receipts and bank statements come in from wherever your clients keep them — paper, email, online banking or an e-commerce store — and leave as structured data your ledger accepts.
1. Upload
Clients submit receipts, invoices and bank statements by mobile app, email or auto-fetch, and itemised transactions come straight from retailers, marketplaces, point-of-sale systems and payment providers.
2. Process
Dext extracts the fields with over 99% accuracy and applies the categorisation your practice has used before. What needs a closer look is flagged rather than quietly passed on.
3. Publish
Send it to the accounting software you already use — the connection takes seconds to set up — and the document stays stored securely for seven years, attached to the entry it belongs to.
The same coding decision, month after month.
Make it once.
Dext’s intelligent automation applies your practice’s rules across the whole client base, so the repetitive processing happens without your team touching it. The exceptions are what is left to look at.
Suppliers, categories and payment methods, filled in.
By what you decided last month. Dext learns how your practice codes each supplier and applies it as documents arrive, so the same invoice never needs coding twice.
Auto-publish, switched on where you want it. Off where you don’t.
Documents from a named supplier can post to the accounting software you already use the moment they are submitted, and you can turn that off for any supplier whose invoices you would rather see first.
Set the split once. Later invoices arrive already divided.
Smart Split holds pre-defined line items for a supplier’s invoices, so a multi-cost bill comes through broken out the way the client’s accounts need it.
Get the data right first.
Everything after it gets easier.
Compliance work, reporting and advisory all rest on the same records. When those arrive structured and checked, your team spends its time interpreting the numbers instead of repairing them.
Missing and mismatched entries, flagged now. Not at year-end.
Dext surfaces discrepancies as documents come in, so your team resolves them while the client still remembers the transaction.
Health Scores show what you are taking on. Gaps included.
Dext scores each client’s data for accuracy and completeness, so your team knows where the problems sit and can price the work against what is actually there.
Numbers current enough to advise on. Not just to file.
With records up to date, reports come out of live data and the client conversation moves on to the decision in front of them.
Give the team a standard process.
And the visibility to run it.
Dext holds the same workflow across offices and teams, so the checks happen in the same order on every client and progress stays visible while the work is still moving.
Client metrics in a single view. Wherever the work sits.
Status, key metrics and data Health Scores across every client and office, so your team knows what it should pick up next.
A shared view of data quality. And of what is due when.
Build reports on data quality across the client base, and run deadline management from one dashboard rather than from a spreadsheet somebody maintains on the side.
Subtasks, checks and hand-offs in one place. Visible as they happen.
Team members collaborate on the same file in real time, so work moves through the practice without anyone having to ask where it got to.
The platforms your clients sell and bank on.
Dext reads them directly.
Dext pulls transactions from e-commerce providers such as Shopify, Amazon, Etsy and WooCommerce, payment providers such as Square and Stripe, and 11,500+ banks and institutions — from the source, rather than from a download someone has to remember to run.
Business documents processed annually
Businesses supported globally
Accounting and bookkeeping firms
Join the businesses and practices already on Dext
We're proud to have helped thousands of accounting & bookkeeping firms and businesses better manage their processes, saving millions of hours of manual work.
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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.