We understand your time is valuable
Nobody should have to deal with bad bookkeeping data, manual tasks, and overwhelming workloads. Dext means you don’t have to. Neither do your clients.
- Simple submission methods
- Save on storage
- Automate tasks
- Improve communication
- Delegate tasks
- Grow together
6 reasons to use Dext
Supplier invoices, expenses, bank statements. Sales invoices and digital sales. All captured, coded and sent to the accounting products your clients use, or the export formats your practice needs.
Dext takes the stress out of data entry with a range of submission tools and 99% extraction accuracy. Snap and scan with a mobile phone, automatic ‘Fetch’ and bank transactions, or email-in documents; there’s flexibility for each of your clients.
Year end or VAT returns. Client onboarding or pricing reviews. Dext’s features link to, and fast-track, client jobs your firm does day in, day out. Monitor bookkeeping at any time for efficient compliance control and results your clients really value.
Dext turns client bookkeeping data into invaluable insights that create better outcomes for your clients, and your practice. Review individual clients, or your whole portfolio and spot problems before they arise. Dext gives you the insights you need to give great results to your clients, and directly impacts your own bottom line.
Dext is your technology partner now and in the future whatever your growth plans. Add clients as you win them. Our in-house qualified accounting experts deliver webinars, support and more whenever you need it.
Support clients across all industries, whether they trade on retail terms, e-commerce, on credit and invoice. Dext will make their bookkeeping much more efficient, and make your jobs in practice much easier too.
3 tools to manage your practice and client data with ease
Complete with in-app tutorials and Monday to Friday chat support.
Accelerate your practice with live training sessions
Our in-house experts share everything you need. Whether that's getting started quickly, or a refresher of our powerful tools.
- Live training sessions last approximately 45 minutes
- Q&A at the end of the session
Frequently asked questions
Free trial period
Your trial account will last between 14 to 30 days depending on the product.
Each trial period is linked to an email account of your choice. You can easily subscribe to the service at any time during the Trial.
Dext Prepare: once your trial period is completed we will stop processing your items in Dext Prepare, they will be left under the In Processing page of the Costs Workspace. You’ll be presented with a chance to choose a subscription plan or export your data.
Please, also note that upon the expiration of your Trial we advise that you download all of your data as after 10 days from the end we may permanently delete all data without further notice. Please refer to our Terms and Conditions.
Dext Precision: once your trial period expires you’ll be given a chance to choose a subscription plan or contact the sales team for a more personalised solution.
Dext Commerce: when your trial period is complete, many of the features become limited. You’ll be presented with a chance to choose a subscription plan or continue to work in a limited capacity.
Dext does not request credit card information during the trial period. You would be prompted to give such details only if you decide to subscribe.
Data
To get the best experience with any of our software it’s recommended that you link your accounting software to Dext.
Dext Prepare will pull across your Chart of Accounts so you can apply these to your paperwork in Dext and set automations so these get assigned automatically.
We will also send the data extracted by our software, along with the images and create suppliers/customers if they don’t exist in your integrated account.
Dext Prepare: Your practice can submit transactions with Dext Prepare on your client's behalf. You can do this by a variety of submission methods available to you and your clients.
Dext Commerce: when integrations are connected, there is no need for a practice to submit data to Dext Commerce on the client’s behalf. Given your particular arrangement with your client, you may export data from Dext Commerce to your accounting file - between automated features and your client’s ability to export, your involvement in the pre-accounting process is entirely up to you.
Yes, you can set up your client on Dext Prepare to submit their invoices or receipts through a variety of methods.
Dext Prepare: While your Subscription is active we securely store your items in your Dext account for at least 10 years. You can find unprocessed transactions in your inbox and processed transactions in your Archive.
Upon cancellation of your subscription, we advise that you download all of your data as after 10 days from the cancellation we may permanently delete all data without further notice. Please refer to our Terms and Conditions.
Dext Prepare: will send all the key data we have extracted along with the actual image or a link to the image. Even, if you cancel your subscription all the data sent to your accounting software will remain there and won’t be affected.
You can also backup your items to the cloud storage providers Dropbox and Google Drive and Microsoft OneDrive (+Sharepoint). More options are coming soon.
Dext Commerce: images do not apply to Dext Commerce sales. Dext Commerce gathers this data directly from upstream providers and displays your transactions in a summary or itemized format.
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