Dext in 2025: A round-up from the Global Partner Update
In the ever-evolving world of bookkeeping, staying ahead of the curve is essential. That’s why we’re constantly innovating and improving our platform to help you manage your finances with ease and efficiency. At our recent Global Partner Update, we unveiled a host of exciting new features and improvements that are designed to enhance your Dext experience, automate tasks, and make bookkeeping effortless.
Here’s a look at the key takeaways from the webinar and what they mean for you.
Your enhanced Dext experience✨
Last year we launched the first phase of the evolution of the Dext platform, which will bring together Dext Prepare, Dext Precision and Dext Commerce into one unified experience. If you haven’t already, we really encourage you to switch to the new experience today - you can do so by clicking the banner at the top of your screen when you log in to Dext.
The next phase is coming soon - with Commerce Lite and Data Health and Insights features added, and exciting enhancements to Practice Advanced, including powerful workflow tools to streamline processes like client onboarding and year-end tasks. Keep a look out for more information on this very soon!
Features for your practice
Feature Access Customisation ⚙️
Our feature customisation allows you to tailor Dext to better meet your client’s needs by hiding unnecessary features, simplifying their experience. It enables separate views for practice staff, ensuring they have broader access when required, while also providing presets for effortless customisation across multiple clients. Additionally, you can preview Dext from your client’s perspective, ensuring a seamless user experience.
Automation Rules ✅
Automation Rules introduce smarter, more flexible ways to automate categorisation and aggregation. You can automate your workflow with flexible rules however you want. e.g. ‘Flag’ all ‘New Suppliers’ in Cost Inbox. Aggregate line Items using if and then conditions (e.g. if Description contains Food then Category : Food Tax Rate : 20% VAT. Practice-level rules allow management at scale across multiple clients, enhancing efficiency
Quality of Life Improvements🧡
At Dext, we’re not just focused on adding new features —we’re committed to delivering value and continuous improvement, below are some of the improvements we’re making to existing features to help you work seamlessly.
- Enhanced AI capabilities for new document types like rental statements
- Duplicate detection now defaults to "Review," highlighting potential duplicates for your attention.
- Choose the order of ‘merged’ document
- Connect multiple clients from the same ledger with Client Sync.
- Creating dashboards is easier with natural language and AI suggestions
- Supplier Research Agent saves time and boosts confidence by helping categorise and validate transactions
Features you and your clients will love
Sales Quotes and Sales Invoices for MTD IT (Dext Solo)📃
Sales Quotes and Sales Invoices will provide a quick and simple way for your self-employed clients on Dext Solo to create quotes and send invoices. They can keep track of what’s been paid, and what's still owed with invoice payment records and share sales invoices online, so they know when customers have seen the request for payment.
Dext Vault🔒
Vault is a new space designed to help businesses and practices stay organised by securely storing all key documents such as contracts, leases, loans, insurance policies, agreements, certificates, engagement letters, and management accounts. With intelligent features such as summarisation, reminders, and labelling, it automatically extracts important details like dates and links documents to the relevant customers, suppliers, or projects.
To try Vault for free, sign up to join our Beta Programme
Payments 💸
Launching later this year, Dext Payments will revolutionise the way you and your clients manage payments by enabling secure, streamlined transactions all in one place. You’ll be able to manage client payments from within Dext and send them for approval, without having to access your client’s bank account. This will simplify payment processes, save time and ensure more accurate financial management, while giving you an additional service to provide to your clients.
Join the waitlist now to be the first to try Dext payments!
In summary
All of these updates are designed to help you work smarter, not harder, and ensure that your bookkeeping is as effortless as possible. We’re excited to continue innovating and delivering features that make your financial management easier and more efficient.
To stay informed, you can sign up to our next Global Partner Update now, or rewatch any of the latest Global Partner Updates on demand.
UK 🇬🇧 –Book your spot at the next Global Partner Update
North America 🇨🇦🇺🇲 – Book your spot at the next Global Partner Update
