The bookkeeping AI agent
you control
Dext AI Assist learns how your firm works and turns your expertise into intelligent automation.
Built into Dext, it automates routine bookkeeping tasks while keeping you fully in control of every decision.
Turn your bookkeeping expertise into automation that scales
Bookkeeping relies on judgement, context, and constant decisions across clients.
Dext already provides powerful bookkeeping automation -AI Assist takes it further. It learns how your team categorises, corrects, and reviews transactions, then turns that expertise into intelligent automation.
The result is greater consistency, efficiency, and automation that scales across clients while adapting to individual client nuances.
Automate repetitive bookkeeping
Reduce time spent on categorisation, applying tax rules and corrections across your practice and handle client specific nuances automatically.
Scale your firm's expertise
Capture how your team handles transactions and apply those decisions consistently across clients, suppliers, and documents.
Unlock more time for advisory
Spend less time on manual processing so your team can focus on higher-value client conversations and strategic work.
Bookkeeping automation on your terms
Maintain full visibility and control over how automation is applied across your workflows and clients.
See how Dext AI Assist works
See how Dext Assist learns from your bookkeeping decisions and turns that knowledge into intelligent automation.
1. AI Assist learns how your firm works
Every time your team corrects a transaction, applies a tax rule, or changes a category, AI Assist learns from that decision.
Over time it builds an understanding of how your firm handles suppliers, documents, and client-specific nuances turning everyday bookkeeping decisions into knowledge.
2. Automation tailored to you
Using what it has learned, AI Assist generates tailored guidance to help automate repetitive bookkeeping tasks.
This guidance reflects your firm’s standards and client nuances, handles tax treatment, categorisation patterns, and client-specific workflows more efficiently.
3. Transparent AI agent you can trust
AI Assist doesn’t just give answers - it shows you why.
Every suggestion comes with a clear explanation, so your team can understand the reasoning before accepting it.
This transparency ensures your firm’s standards are always maintained.
4. You stay firmly in control
Your team decides how automation is applied.
Review, refine, reject, or auto-apply suggestions across your workflows. You can apply automation practice-wide or manage it at the client level.
Nothing happens without your say-so.
5. Shape your own automation
Create your own guidance to define how the AI agent behaves, helping take automation even further to adapt to new clients, workflows or edge cases.
Here’s what AI Assist helps you automate
Here are some of the ways AI Assist can automate key bookkeeping tasks, from tax treatment and transaction categorisation to workflow automation and client-specific rules.
Compliance & risk control
Apply tax treatment accurately and consistently across all your clients, helping reduce risk and maintain compliance.
Contextual Categorisation
Automatically categorise transactions using document context and your firm’s historical bookkeeping decisions – not just static rules.
Bookkeeping efficiency
Automate everyday bookkeeping steps such as reviewing transactions, applying categories, and processing documents across your workflows.
Client-specific automation
Remember client-specific rules and nuances so they are automatically applied across future documents.
Improved data quality
Automatically detect missing or incorrect document fields and correct or flag them, improving data accuracy and reducing manual review work.
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 firms already using Dext AI bookkeeping to boost their efficiency
Businesses globally
Accounting and bookkeeping firms
Business documents processed annually
CUSTOMER TESTIMONIAL
The biggest value of Dext AI Assist is in reducing the need to review routine transactions, because the system is applying decisions consistently in the background. That not only saves time, but also reduces errors and allows us to focus on the work that really needs attention. It changes how you think about scaling bookkeeping; using technology to handle more of the routine work, so the team can focus on adding value."
Alex Skipper, Cloud Accounting Director at Hillier Hopkins
We are here to help
Our support team is here to answer your questions by email or chat to help you adopt
AI Assist with confidence.
customer satisfaction rating (NPS)
48 hours
average time to our first response
+ 250 tutorials
available on our Help Centre
Ready to bring agentic bookkeeping
into your practice?
Over 700,000 businesses and 12,000 bookkeeping and accounting firms worldwide use Dext's AI bookkeeping to make more time for the things they do best.
Frequently Asked Questions
Dext AI Assist is a bookkeeping AI agent built directly into the Dext platform that learns how you work and helps automate repetitive bookkeeping tasks. It turns your firm’s expertise into intelligent automation while keeping you fully in control of how suggestions are applied.
Dext AI Assist learns from your bookkeeping decisions in Dext such as how you categorise items, apply VAT treatment, and the consistent corrections or edits you make. It uses this knowledge to generate suggestions on how to automate those tasks to save time across your client base. You can review, refine, reject, or automatically apply its suggestions.
Dext AI Assist currently works with items processed in the Costs and Sales spaces in the Dext platform. For UK users, it also works with Dext Solo. Support for additional areas, including the Bank space is planned for future updates.
Dext AI Assist is available on a free trial until 23rd April 2026. After that, it will be available as an add-on for £5 per client per month until the end of October as part of a launch offer. It is available to Dext Solo clients at no additional charge.
Yes. Dext AI Assist follows the same security and compliance standards as the Dext platform, including GDPR compliance. Data processed by AI Assist is not used to train external AI models and remains within EU/UK data regions.