Dext for Sage
If you use Sage, you’ll love Dext. Seamlessly scan and upload receipts and invoices to Sage in record time with AI-powered accuracy.
2023 Winner - ‘ Best Accounting Cloud-Based Software Company’
2024 UK Winner - Xero small business app of the year
2024 US Winner - Xero small business app of the year
Scan and upload receipts and invoices to Sage
With just a few clicks, Dext scans and extracts your receipts with over 99% accuracy. Capture receipts on the go with our mobile app or upload invoices via email or drag-and-drop. No matter the method, Dext handles the rest – processing and sending everything to Sage, making bookkeeping effortless.
Organise receipts and invoices in one place
Dext goes beyond simple receipt scanning. Our cloud-based AI-powered platform lets you easily organise and edit documents in one place, ready to import straight to Sage. Plus, with powerful automation tools, Dext makes your workflow even more efficient, saving you more time.
Real-time financial control
Dext’s seamless integration with Sage provides real-time control over your accounting records, wherever you are. Easily access, track, and reconcile transactions across both platforms, whether on desktop or mobile, keeping you organised, compliant, and in control at all times.
Learn how businesses just like yours
save time and hassle with Dext
Turn financial records into
digital data
Collect invoices and expenses from a range of sources – whether that’s a paper copy, online bank statement or e-commerce site – and we’ll extract all the data you need.
- Small and medium-sized
- Multiple projects and teams
- Subcontractors and suppliers
Small and medium-sized construction companies
From builders and contractors to landscapers and electricians, we help businesses and tradespeople reclaim control of their finances.
1. Upload
Upload receipts, invoices and bank statements via our mobile app, email or auto-invoice fetch. We also collect itemised transactions from a myriad of retailers, marketplaces, e-commerce platforms, point-of-sale systems, payment providers and more.
2. Process
Using AI, Dext then extracts all of the relevant data – with over 99% accuracy – so it’s ready to categorise and manage within our platform. We’ll also categorise that data for you based on previous transactions.
3. Publish to Sage
Your data is now ready to publish to Sage. We connect with all major accounting software providers, and it takes a matter of seconds to set up a connection. Oh, and we also store your data securely for 7 years with bank-level encryption.
How to set up Dext and Sage connection
By connecting Dext to Sage, you sync the Chart of Accounts, suppliers, customers, tracking categories, and payment methods between the two softwares. Everything fits together.
- Synchronise
- Upload
- Extract data
- Review and edit
- Publish to Sage
1. Synchronise your chart of accounts
Navigate to the ‘Connections’ section of the sidebar, then click on ‘Integrations’. Find Sage in the list of available softwares, then click the ‘Connect' button.
Join thousands of businesses
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.
Businesses globally
Accounting and bookkeeping firms
Business documents processed annually
Try Dext yourself with our 14-day free trial
FAQs
When you connect Dext to Sage, it syncs your Chart of Accounts, Suppliers, Customers, Tracking Categories, and Payment Methods. You can then send Dext items directly to Sage using the 'Publish' button.
Dext uses AI to extract data from your financial documents and match it to the correct Sage accounts. After verification, the information is published to Sage, reducing manual entry.
Dext applies the tax rates and categories from Sage. You can also set up rules in Dext to automate these settings, streamlining your workflow.
Dext offers more advanced automation and customisation features. Dext allows users to set up specific rules for categorisation, tax handling, and multi-currency transactions, tailored to their business needs. Dext also integrates with a broader range of data sources and accounting platforms, providing a more robust solution for businesses with complex requirements.
Dext allows you to create rules for automatic transaction matching, tax application, and multi-currency management. You can also automate workflows, like recurring expense categorisation and approval processes.
Yes, Dext lets you connect and manage multiple Sage accounts, making it easy to switch between them and publish data accurately.
Yes, Dext supports bulk uploads, allowing you to process multiple documents at once and prepare them for publishing to Sage.
If an error occurs, Dext will flag it and notify you. You can review and correct the errors before reprocessing.
Dext is ideal for small and medium-sized businesses, accountants, and bookkeepers seeking to streamline financial data management.
You can connect Dext to Sage for free during a 14-day trial. After that, you'll need to upgrade to a paid Dext plan, with no extra fees for the Sage connection. For more details, visit our visit our pricing page.
Dext uses advanced encryption and is GDPR-compliant, ensuring your data is secure. You can also control user access to sensitive information.