October wrapped
The updates that matter this month. Available in your Dext account now.
Connect Dext to your AI tools
AI Connector (Dext's MCP) lets you and your team query your Dext practice data straight from the AI tools you already use - ChatGPT, Claude, and Copilot. Just ask in plain language and get an answer powered by your real Dext data: client status, compliance, data health, workflow progress, and team performance.
At launch it's read-only, so it can't make any changes to your Dext data, and it's built for accountant and bookkeeping partners only - there's no client access.
Especially handy on the go, or whenever you need a quick sense check without opening Dext directly.
Availability
Included with the Dext Advanced plan
AI Assist: More ways to work smarter
Automate purchase order capture
AI Assist guidance can now automatically populate the Purchase Order field, extracting PO numbers directly from documents or the emails they're attached to. That's less manual data entry and more accurate data capture.
Create more detailed guidance
With an increased description limit of 1,500 characters, you now have more room to create detailed rules and instructions tailored to your workflows.
Less guidance admin for your practice
Client Admins can now manage Core and Shared Guidance themselves, reducing the administrative burden on your practice.
Dext Solo
Use rules to assign rental properties automatically
You can now add a rental property to a rule. Every receipt, invoice or bank transaction that rule applies to is then tagged to that property automatically, with no need to do it item by item. It works on supplier, customer, bank and smart split rules, and you can also assign a property to several items at once using bulk actions.
Availability
Available for clients with a UK property income source.
Remove rental properties and income sources you don’t need
You can now delete a rental property or income source that isn’t being used. If one was set up by mistake, or no longer applies, you can remove it so dropdowns only show what’s relevant to that client. You can delete it from Manage on the income source or rental property page, as long as nothing has been assigned to it yet.
Archive matched items in one go
When you archive a bank transaction that’s matched to a receipt or invoice, Solo now offers to archive both at once, whichever one you start from. You don’t have to find the other item and archive it separately, so your clients’ inboxes only show what still needs doing.
To archive both every time without being asked, tick “Always archive matched pairs together” in the prompt or turn it on in Business Settings > Automations.
Easily transfer clients between practices
Transfer clients between practices with fewer steps. Clients only need to log in and accept the transfer, while you can manage transfers directly when no client user is involved. A clear audit trail records who initiated and approved each transfer.
Pay overseas invoices without leaving Dext
Multi-currency
Pay overseas invoices in the currency they're owed - without manual foreign exchange conversions or workarounds.
International payments are now part of Dext Payments, making it easier for you to help clients manage foreign-currency payments as part of their existing payment workflow.
Create wallets in supported currencies and pay invoices directly from the relevant currency wallet. This means no need to manually convert funds or use external payment processes - keeping international payments within Dext from invoice to payment.
