Dext for Xero
If you use Xero, you’ll love Dext. Seamlessly scan and upload receipts and invoices to Xero 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 Xero
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 Xero, 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 Xero. 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 Xero 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.
Dext wins Xero's small business app of the year
Learn how businesses just like yours
save time and hassle with Dext
- 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.
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.
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 Xero
Your data is now ready to publish to Xero. 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 a
Dext and Xero connection
By connecting Dext to Xero, 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 Xero
1. Synchronise your chart of accounts
Navigate to the ‘Connections’ section of the sidebar, then click on ‘Integrations’. Find Xero in the list of available softwares, then click the ‘Connect' button.
FAQs
When you connect Dext to Xero, it syncs your Chart of Accounts, Suppliers, Customers, Tracking Categories, and Payment Methods. You can then send Dext items directly to Xero using the 'Publish' button.
Dext uses AI to extract data from your financial documents and match it to the correct Xero accounts. After verification, the information is published to Xero, reducing manual entry.
Dext applies the tax rates and categories from Xero. 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 Xero 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 Xero.
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 Xero 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 Xero 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.