Question 1

What is Dext?

Accepted Answer

Dext is AI bookkeeping software built for accounting and bookkeeping practices. It automates how your clients get their financial records to you, extracts and categorises the data with 99% accuracy, and publishes it straight to your accounting software. The result is less manual work for your team and cleaner books for your clients.

Key features include:

Document capture and processing: Upload documents through the mobile app, email-in, or auto-fetch tools. Data is automatically extracted and prepared for review. Discover our mobile accounting and bookkeeping app
Expense management: Submit and track expenses in real time, with automated data capture.
Mileage tracking: Record travel and calculate mileage expenses directly within the platform.
Approval workflows: Set up steps for reviewing and approving financial documents before they are published to the accounting software.
Bank feed connections: Link to bank accounts to match transactions with documents and support account reconciliation.
Client communication tools: Request documents, send reminders, and monitor submission status from one dashboard with our item messaging feature.

Question 2

Can I try Dext before committing?

Accepted Answer

You can start a free 14-day trial directly from this page, no credit card required. Once you're in, you can explore the platform, add clients, and see how Dext fits into your existing workflows. If you'd prefer a guided walkthrough, book a demo and one of our team will show you around.

Question 3

What happens after the trial ends?

Accepted Answer

Dext offers a range of training options including Dext U, our certification programme for practices, plus our Resource Centre with over 250 tutorials, live webinars, and onboarding support from our team. Most practices are up and running quickly, and ongoing learning resources are available whenever you need them.

Question 4

How do I get started?

Accepted Answer

Start a free trial or book a demo from this page. If you'd prefer a guided walkthrough, one of our team will show you around and help you set up your first clients.

Question 5

What training is available?

Accepted Answer

Dext offers a range of training options including Dext U, our certification programme for practices, plus our Resource Centre with over 250 tutorials, live webinars, and onboarding support from our team. Most practices are up and running quickly, and ongoing learning resources are available whenever you need them.

Question 6

How easy is it for my clients to submit documents?

Accepted Answer

Very easy. Clients submit via the Dext mobile app, by email, or by dragging and dropping files onto the platform. Most clients are up and running within minutes. No accounting knowledge required.

Question 7

Can my clients upload their own documents to Dext?

Accepted Answer

Yes. Clients can submit receipts, invoices, and statements directly via the mobile app, email, or web upload. Your team can also upload documents on their behalf.

Question 8

Can I manage all my clients in one place?

Accepted Answer

Yes. Dext gives you a single dashboard to manage all your clients, track document submission, monitor data health, and oversee workflows across your practice — without switching between tools.

Question 9

How does Dext help me take on more clients without more admin?

Accepted Answer

Dext automates the parts of bookkeeping that eat your time: chasing clients for documents, manual data entry, categorisation, and reconciliation. Because Dext's AI handles the routine processing, your team can manage more clients without adding headcount or working longer hours.

Question 10

What accounting software does Dext connect with?

Accepted Answer

Dext integrates with over 30 accounting software platforms including Xero, QuickBooks, Sage, and FreeAgent. It also connects to over 11,500 banks and financial institutions worldwide.

Question 11

Do you have a partner program?

Accepted Answer

Yes. Dext's partner program is designed for accounting and bookkeeping practices. It includes dedicated support, training and certification, practice management tools, and pricing built around firm needs. Speak to our team to find out what's available for your practice size.

Trusted AI bookkeeping software for accountants

Still losing hours on bookkeeping admin?

If your team is chasing receipts, fixing data errors, and preparing records by hand, that's time you're not spending on clients or growing your business. Dext fixes that.

With Dext, you can:

AI powered bookkeeping in
one seamless workflow

Capture everything

Clients can upload receipts, invoices and statements in seconds via the mobile app, email or direct bank feeds—giving your team everything they need without the chasing.

Built to remove the manual work
holding your practice back

Easily capture everything you need

AI-powered automation for faster bookkeeping

Dext works with the accounting software you already rely on

See the power of Dext's AI bookkeeping automation

Give your team AI that learns how your firm works

Trusted by thousands of accounting & bookkeeping firms

Businesses globally

Accounting and bookkeeping firms

Business documents processed annually

CUSTOMER TESTIMONIAL

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48 hours

+ 250 tutorials

Frequently asked questions

Getting started

Working with clients

Integrations and support

Ready to transform your practice?

Try Dext yourself with our 14-day free trial