The bookkeeping AI agent you control
Dext AI Assist learns how you manage your books and suggests ways to automate repetitive bookkeeping tasks. Think of it as your AI assistant in Dext that helps reduce admin, keeps things consistent, and frees up your time to focus on your business.
Smarter bookkeeping - without the manual work
Dext already automates the heavy lifting in your bookkeeping. AI Assist takes it further by learning how you work and adapting to your decisions and context.
It picks up patterns in how you categorise transactions, apply tax rules, and manage suppliers —then suggests ways to automate even more of your day-to-day tasks.
It’s like having a bookkeeping assistant that understands exactly how your business operates.
So you spend less time on repetitive tasks and corrections, and more time focusing on growing your business.
Speed up bookeeping tasks
Reduce repetitive tasks like categorising transactions, updating descriptions and applying the correct tax rule.
Keep your records consistent
Apply the same approach to suppliers and transactions every time, improving accuracy and reducing the need for rework.
Focus on growth, not admin
Free up time to focus on customers, strategy, and growing your business.
AI that works with you
Dext AI uses your judgement, and you stay fully in control of what automation gets applied.
Meet Dext AI Assist
See how it learns from your bookkeeping decisions and helps automate the admin, while you stay in control.
Here's how AI Assist works step by step
Dext AI Assist learns how your bookkeeping works and helps automate repetitive tasks while keeping you in control.
1. Capture your financial documents
Upload receipts, invoices, and expenses into Dext.
2. AI Assist learns how you handle transactions
Our AI agent learns from your decisions, corrections and edits across documents.
3. Get smart automation suggestions
Dext's AI agent suggests ways you can automate those repetitive tasks and each suggestion comes with a clear explanation so you always understand why it’s being made.
4. Stay in control of every action
You can review each suggestion and choose to apply it, refine it, or ignore it. Nothing is automated without your say-so.
5. Automation that works for you
You can also give AI Assist your own instructions to take the automation even further or adapt to new scenarios.
Here’s what AI Assist helps you automate
AI Assist helps automate the repetitive decisions and actions that slow bookkeeping down. It learns from how you work and suggests ways to apply that knowledge across future documents.
Apply automation based on context
AI Assist makes smarter decisions based on the content of the document, not just the supplier name.
Apply tax rues consistently
Helps apply the right tax treatment based on the type of transaction and your bookkeeping rules.
Remember recurring supplier patterns
AI Assist recognises how you manage specific suppliers and suggests how to automate those actions - for example suppliers that have specific due dates.
Flag items that may need attention
Flags documents that may need a second look before they’re processed.
Automate everyday bookkeeping actions
AI Assist can help with the extra actions that often slow bookkeeping down. Things like always marking an invoice that includes a specific project reference as rebillable.
Dext works with the systems that work for you
Dext offers over 30 accounting software integrations and connects with over 11,500 banks and institutions. This means you can use Dext at the heart of your accounting and bookkeeping workflows without any worries.
Join thousands of businesses who rely on Dext
Businesses globally
Accounting and bookkeeping firms
Business documents processed annually
CUSTOMER TESTIMONIAL
“Dext AI Assist has already made a noticeable difference to how we work. It’s reduced the amount of manual entry and corrections we need to do, saving us several hours. It’s easily the smartest AI tool I’ve seen to date and has real potential to change how bookkeeping gets done".
Michele Grisdale, Founder, Rainforest Bookkeeping
We are here to help
Our support service answers your technical questions by chat or email and offers you valuable advice to support your digital transition.
customer satisfaction rating (NPS)
48 hours
average time to our first response
+ 250 tutorials
available on our Help Centre
Ready to work smarter with
Dext's bookkeeping agent?
Feel more confident in your books - without spending hours checking them.
Frequently Asked Questions
Dext AI Assist is a smart assistant built into Dext that helps automate repetitive bookkeeping tasks using AI. It learns from how you process documents and suggests ways to save time while keeping you in control of every decision.
The bookkeeping AI agent learns from your bookkeeping decisions in Dext such as how you categorise items, apply VAT treatment, and the consistent corrections or edits you make. It uses this knowledge to generate suggestions on how to automate those tasks to save time across your client base. You can review, refine, reject, or automatically apply its suggestions.
Dext AI Assist currently works with items processed in the Costs and Sales spaces in the Dext platform.
Dext AI Assist is available on a free trial until 23rd April 2026. After that, it will be available as an add-on for £5 per month until the end of October as part of a launch offer.
Yes. Dext AI Assist follows the same security and compliance standards as the Dext platform, including GDPR compliance. Data processed by AI Assist is not used to train external AI models and remains within EU/UK data regions.