Advance accounting practices with accounting automation software
We know your time is valuable. Managing multiple clients, organising paper receipts, and navigating year-end and tax season. Our accounting automation software is here to optimise your routine accounting tasks, so you can focus on bigger things.
What can Dext do for your firm and clients?
Bookkeeping automation for efficiency
World class reliable data extraction and automation makes collecting and coding client transaction data a breeze.
One platform for your team and clients
Dext can handle invoices, expenses, bank data and more. Captured, coded and sent where you need it to be, for all of your clients.
Insights worth their weight in gold
Create better outcomes for your clients, and your practice; Dext turns bookkeeping data into powerful insights.
Visibility, Control & Peace of Mind
Dext gives you the data you need to manage resource, meet deadlines and provide the service your clients deserve.
Trusted by accountants and bookkeepers worldwide
Manage your practice and client data with ease
Dext accounting automation software extracts data from invoices, bank statements, and electronic statements using receipt scanning software (OCR Technology). This saves time and reduces errors associated with manual data entry.
Greater bookkeeping efficiency, integration & data quality
- Bookkeeping data capture and coding made simple with flexible submission methods and superior speed and accuracy
- Integrations and deep links to all the accounting software tools your clients use
- Data quality control Intelligent checks to ensure client data is accurate, clean and reliable
- Actionable Insights on demand for your clients and your practice
Improved accounting processes and productivity
- Visibility and control over key data metrics for your clients and team
- Supercharge the jobs you already do with automation that works how you need it to
- Deep Insights across the full accounting cycle to develop happy clients and a profitable firm
- Create the resource and capacity you need to build the firm you want to have, and your clients deserve
Our range of products cater to every unique accounting need
By leveraging Dext Prepare, Dext Precision or Dext Commerce, you can use our accounting automation software to streamline workflows, improve data accuracy, and efficiently manage financial processes for your clients.
Accelerate growth with accounting automation software today
Looking to grow your firm and improve how you address accounting and bookkeeping?
Our in-house experts share everything you need, from getting started with our software to helpful refreshers on our solutions.
Get an exclusive demo from our experts
Get an in-depth overview of our products. Add your details and let us know a time that works for you. We’ll call you within 24 hours.
Discover key outcomes and benefits for your business
Learn more on how you can save time on your expense management & business accounting with Dext today.
Join more than 1 million happy customers
Hear from one of our satisfied partners
Rebecca Roberts from LLP Chartered Accountants talks through the benefits of accounting automation for accountants, bookkeepers and their clients.
Frequently asked questions
Accounting automation software
Accounting automation software is a specialised tool designed to streamline and automate various financial processes and tasks. Its automation capabilities help reduce manual errors, resources spent on routine processes, and frees up time for accountants and bookkeepers to redirect towards more intensive tasks.
Accounting automation software can be used for a variety of scenarios, including:
- Processing invoices, bank statements, and electronic statements
- Expense management
- Financial reporting
- Budgeting and forecasting
Businesses of different sizes and across various industries benefit from accounting automation software. Small to medium-sized businesses can improve their finance management without the need for a large and costly accounting team. This software can also help corporations that deal with frequent and complex financial processes save on costs and resources while seeing greater efficiency.
Accounting automation software generally has multiple security layers in place to protect critical information, including data encryption, secure login protocols, regular security audits, and compliance to financial industry standards.
Accounting automation software is designed to seamlessly integrate with a number of various financial systems already within a business’ tool stack. Dext, for example, has 11,500+ integrations, capable of connecting to leading tools like Xero and QuickBooks. Discover Dext’s Software Integrations feature to find out more.
Free trial period
Your trial account will last between 14 to 30 days depending on the product.
Each trial period is linked to an email account of your choice. You can easily subscribe to the service at any time during the Trial.
Dext Prepare: once your trial period is completed we will stop processing your items in Dext Prepare, they will be left under the In Processing page of the Costs Workspace. You’ll be presented with a chance to choose a subscription plan or export your data.
Please, also note that upon the expiration of your Trial we advise that you download all of your data as after 10 days from the end we may permanently delete all data without further notice. Please refer to our Terms and Conditions.
Dext Precision: once your trial period expires you’ll be given a chance to choose a subscription plan or contact the sales team for a more personalised solution.
Dext Commerce: when your trial period is complete, many of the features become limited. You’ll be presented with a chance to choose a subscription plan or continue to work in a limited capacity.
Dext does not request credit card information during the trial period. You would be prompted to give such details only if you decide to subscribe.
Data
To get the best experience with any of our software it’s recommended that you link your accounting software to Dext.
Dext Prepare will pull across your Chart of Accounts so you can apply these to your paperwork in Dext and set automations so these get assigned automatically.
We will also send the data extracted by our software, along with the images and create suppliers/customers if they don’t exist in your integrated account.
Dext Prepare: Your practice can submit transactions with Dext Prepare on your client's behalf. You can do this by a variety of submission methods available to you and your clients.
Dext Commerce: when integrations are connected, there is no need for a practice to submit data to Dext Commerce on the client’s behalf. Given your particular arrangement with your client, you may export data from Dext Commerce to your accounting file - between automated features and your client’s ability to export, your involvement in the pre-accounting process is entirely up to you.
Yes, you can set up your client on Dext Prepare to submit their invoices or receipts through a variety of methods.
Dext Prepare: While your Subscription is active we securely store your items in your Dext account for at least 10 years. You can find unprocessed transactions in your inbox and processed transactions in your Archive.
Upon cancellation of your subscription, we advise that you download all of your data as after 10 days from the cancellation we may permanently delete all data without further notice. Please refer to our Terms and Conditions.
Dext Prepare: will send all the key data we have extracted along with the actual image or a link to the image. Even, if you cancel your subscription all the data sent to your accounting software will remain there and won’t be affected.
You can also backup your items to the cloud storage providers Dropbox and Google Drive and Microsoft OneDrive (+Sharepoint). More options are coming soon.
Dext Commerce: images do not apply to Dext Commerce sales. Dext Commerce gathers this data directly from upstream providers and displays your transactions in a summary or itemized format.
