Question 1

How does Dext work?

Accepted Answer

Dext uses OCR (optical character recognition) and templating technology to extract written information from receipts, invoices and other financial documents. It presents visible data in an electronic and easy-to-manage format.

Question 2

What kind of documents can I send to Dext?

Accepted Answer

Dext accepts receipts, bills, invoices and other documents in the following file formats: JPG, PNG, GIF, BMP, TIFF, HTML, PDF, DOC, DOCX, ODT, RTF. These must all be 6MB for images; 100MB for ZIP archives. For bank statements, Dext only accepts PDF and TIFF file formats.

Question 3

Is it possible for both me and my employees to send invoices?

Accepted Answer

You can add additional users onto your Dext account. Each user will have the ability to submit, view and edit paperwork with Dext, depending on what is permitted.

Question 4

How do I reset my password?

Accepted Answer

If you’ve forgotten your password, head over to the Dext web app to reset it. Click on ‘forgot password?’ and fill in the email address you normally use to log in to Dext. We'll email you a link where you can securely reset your own Dext Password.

Question 5

Who should I contact if I have a specific question?

Accepted Answer

Submit a support request to get all your questions answered. You can submit these from the support centre, web app or mobile app. Once your request has been processed, you’ll be placed in a live chat with a member of our support team.

Question 6

Does Dext support multiple currencies?

Accepted Answer

Dext automatically converts any foreign currencies into your base currency using Fixer conversion rates for the day that the item is dated. Currency data delivered by Fixer is sourced from financial data providers and banks, including the European Central Bank.

Question 7

Can I connect Dext to my clients' preferred accounting software?

Accepted Answer

Yes. Dext can be integrated with a number of other types of accounting software, like Xero, QuickBooks Online, Sage and many more. To view the full list of available softwares, please click here. Please note that some of these are unavailable in certain regions.

Question 8

How can clients submit their documents?

Accepted Answer

If you're an Accountant or Bookkeeper with a Dext partner subscription, you can create an unlimited number of unique accounts for your clients and their staff. Each of these people can upload their financial paperwork to Dext, via the normal submission options, and have the associated data extracted automatically.

Question 9

How can I view client data?

Accepted Answer

To view client data, you need to create a Client Account. Log in to your Dext account and click on ‘My Clients’ under the manage section and click the green ‘+Add Client button’ at the top of the page. Fill in the form and a new client will be added to your Dashboard. Here, you can receive, review and manage the financial documentation for one of your clients' businesses. Note: this functionality is only available for Bookkeeper and Accountant Partner Accounts. Find out more about the different Dext products here.

Question 10

How is my data saved?

Accepted Answer

Dext uses the strictest possible controls in place to keep your data safe. In line with GDPR regulations, we don’t even store your bank details. Your records are protected by bank-level encryption, supported by a dedicated online security team. Read more about where your data is saved in our terms and conditions.

Question 11

Do I need to do anything to transfer my account?

Accepted Answer

No. Simply use your existing login details and you’ll head straight through to the Dext platform. Receipt Bank is now Dext Prepare, and Xavier is now Dext Precision – all under one roof.

Question 12

How many people in my team can use a company Dext account?

Accepted Answer

Yes. Dext keeps all extracted data safe, and accessible from anywhere at any time – even if your systems are down.

Question 13

Who should I contact if I have a specific question?

Accepted Answer

Submit a support request to get all your questions answered. You can submit these from the support centre, web app or mobile app. Once your request has been processed, you’ll be placed in a live chat with a member of our support team.

Frequently asked questions

What is Dext?

Pricing

Integrations