Enhance practice productivity with accountancy management tools
Dext’s top-rated practice management tools simplify workflows, provide client and team overviews, and automate repetitive tasks – keeping you in control and on top of client insights. Dext scales with you, helping your team work more efficiently, client by client.
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
How Dext ensures
practice productivity
1. Visibility of your clients
Dext gives you full visibility of your entire client portfolio in a single view. See everything you need to put you and your team in control with a clear breakdown of client metrics, like how they submit and when they submit items. This is your starting point for practice productivity.
2. Oversight of your team
Dext provides an easy way for you to view the status of all your ongoing bookkeeping work. Understand what your team is working on – regardless of office or location – what’s complete, what’s in progress, who’s assigned, and who’s reviewing what. When you know all this, you can plan and scope out work far more effectively.
3. Automation that scales with you
Dext allows you to automate daily bookkeeping tasks across your practice, helping your team make the best use of their time. Our automation drives efficiency, which you can dial up when you need to. Managing more clients? Save time with auto-categorise. Increasing headcount? Make onboarding simple with shared workflows.
Manage your firm’s productivity
across every client at every step
Stay ahead of deadlines
More clients means more deadlines. And even more reason for you to ensure your records are on time, accurate and complete. Dext helps you capture better information from each client, but we also help you see and manage your whole client portfolio. Stay on top of data. Stay ahead of deadlines.
Build frictionless workflows
Manual tasks only get you so far. And, at certain points, they can break. With Dext, you can customise workflows to find and fill information gaps for you. Assign tasks to deadlines and team members. Create templates and repeat flows, and schedule them to run as often as you need. Remove hurdles and let your team do their best work.
Boost efficiency with client insights
Clients demand more from you, which means accurate, complete data is a must. We give you in-depth insights so you know you’re working with the right data. Flag concerns with clients when something is missing or incorrect. And spot possible problem areas before it’s too late. It’s a level of clarity and accuracy that promotes productivity.
Grow your firm
Dext is on hand at every stage of your firm’s growth. From simple entry-level data capture, to advanced workflow automation and data insights, we help you scale when you need to. As you grow, our tools become even more powerful.
Learn how firms just like yours save time and hassle with Dext
- Data capture
- Data automation
- Data health and insight
- Practice productivity
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 powerful data capture automation tools, 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
Your data is now ready to publish to your accounting software of choice. 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.
Automate tasks
that slow you down
Our automation features help speed up your bookkeeping workflow, making you more efficient. Businesses can spend more time growing, while bookkeepers and accountants can spend more time advising clients.
Automatically categorise
Want to save even more time? Dext’s smart automation will auto-fill categories, suppliers and payment methods for expenses and invoices. So you won’t need to enter the same data month after month. You’re a bookkeeper, not a robot.
Auto publish items to your accounting software
Our Auto-Publish feature allows you to publish documents from specific suppliers or customers to your accounting software as soon as they’ve been submitted. And don’t worry, you can switch Auto-Publish on or off based on the supplier. It’s entirely up to you.
Split a transaction out into line items
You can use our Smart Split feature to create pre-defined line items for transactions submitted from a specific supplier. In other words, once it’s set, the work is done for you every time you submit an invoice from a supplier to Dext.
Dext works with the systems that
work for you
Dext helps you get data from the digital platforms that today’s businesses rely on. We work with major e-commerce providers such as Shopify, Amazon, Etsy and WooCommerce together with payment providers such as Square and Stripe. In fact, we integrate with over 11,500 banks and institutions worldwide to capture information directly from the source of your clients’ transactions. So you don’t have to.
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 with our 14-day free trial
Discover why over 700,000 customers worldwide use Dext to make more time for business and what they do best.
Data you can trust
delivered by Dext
With a foundation of accurate data, you can be confident that any business reporting, compliance or advisory work is free of errors and discrepancies. It's also loaded with features to improve insights and your workflows.
A foundation of accurate data
We flag discrepancies such as missing or incorrect data, so you can fix them before it’s too late. You can operate with confidence when you know you’re working with the right information.
Assess client data quality
Use Dext’s Health Score functionality to see the true state of data accuracy and completeness. Give your team the insight it needs to spot problems and price based on the data you have to work with – including any gaps you need to fill.
Real-time insights
When the data you work with is up to date, businesses make better decisions and bookkeepers and accountants become an indispensable asset for their clients. Get accurate numbers in real time and turn those figures into reports. Or offer advisory services to clients days after you receive their records, not weeks.
Empower your team to
do their best work
Dext gives bookkeepers and accountants the tools and framework to work more efficiently. Standardise your processes – across different locations, offices and teams – and increase productivity at every stage of your bookkeeping workflow.
Full visibility and control
See all of your clients and their key metrics in one place, regardless of location or firm. Scan information at a glance or analyse clients in more detail with insights like data Health Scores. Give your team clarity on what they are and should be working on.
Dashboards for everyone
Our dashboards give you and your team a central space to assess data, spot errors and plan ahead. Create shareable reports that analyse data quality across all your clients. Or make deadline management the standard throughout your practice with our Deadlines Dashboard.
Make bookkeeping flow
Bring all of the checks and subtasks your team work through on a day-to-day basis into a single workflow. Let team members view and collaborate on work in real time and hit deadlines ahead of time.
Dext works with the systems that
work for you
Dext offers over 30 accounting software integrations and connects with over 11,500 banks and institutions. This means you can use Dext at the heart of your accounting and bookkeeping workflows without any worries.
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
Over 700,000 businesses and 12,000 bookkeeping and accounting firms worldwide use Dext to make more time for the things they do best. Click below to find out more.