October wrapped
The updates that matter this month. Available in your Dext account now.
Connect Dext to your AI tools
AI Connector (Dext's MCP) lets you and your team query your Dext practice data straight from the AI tools you already use - ChatGPT, Claude, and Copilot. Just ask in plain language and get an answer powered by your real Dext data: client status, compliance, data health, workflow progress, and team performance.
At launch it's read-only, so it can't make any changes to your Dext data, and it's built for accountant and bookkeeping partners only - there's no client access.
Especially handy on the go, or whenever you need a quick sense check without opening Dext directly.
Availability
Included with the Dext Advanced plan
AI Assist: More ways to work smarter
Automate purchase order capture
AI Assist guidance can now automatically populate the Purchase Order field, extracting PO numbers directly from documents or the emails they're attached to. That's less manual data entry and more accurate data capture.
Create more detailed guidance
With an increased description limit of 1,500 characters, you now have more room to create detailed rules and instructions tailored to your workflows.
Less guidance admin for your practice
Client Admins can now manage Core and Shared Guidance themselves, reducing the administrative burden on your practice.
Easily transfer clients between practices
Transfer clients between practices with fewer steps. Clients only need to log in and accept the transfer, while you can manage transfers directly when no client user is involved. A clear audit trail records who initiated and approved each transfer.
