Client paperwork processed without manual data entry

Mobile and web apps: clients upload receipts and invoices from their phone or their desk.

Multi-channel capture and WhatsApp: documents arrive through the apps, by email, by WhatsApp and through other capture channels.

Intelligent extraction and categorisation: submitted paperwork is processed, extracted and categorised, with 99.9% accuracy and an average processing time of under 30 seconds.

AI document detection: Dext recognises what each document is as it arrives.

Bank feeds and bank statement extraction: bring in bank transactions, or add bank statements and have the data extracted and imported into your accounting software. Over 700 banks supported, including all major Irish banks.

Rental statement extraction: extract the figures from rental statements, as well as receipts and invoices.

Vault secure document storage: every document stored as a digital copy in a secure cloud system.

Smart suggestions and auto-categorisation: Dext learns your coding patterns and suggests how each item should be coded.

Supplier rules: automate predictable paperwork by applying rules to a supplier or customer, such as a default tax rate, currency or category.

Smart Split rules: create pre-defined line items, by fixed amount or percentage, whenever a regular supplier’s transaction is submitted.

Auto Publish: send documents from specific suppliers, customers or payment methods to your accounting software as soon as they are submitted, with no prior editing.

Bank match, duplicate detection and line item extraction: match documents to bank transactions, catch duplicates before they reach the books, and extract and group line items.

Supplier statement reconciliation: reconcile supplier statements against the documents in Dext.

Approvals: control which documents and expense claims are reviewed before they’re published.

Missing paperwork requests and client chasing: request missing paperwork from clients, and chase records and tax payments by email and text, in bulk or individually tailored.

Dextension: Dext’s Chrome extension, for capturing documents straight from your browser.

Integrations with 36+ accounting solutions: including BrightBooks, with automated data entry and transaction matching.

AI bookkeeping agent: help with coding documents that are more complex or vary by context. Core guidance is included, and custom guidance is available as an add-on.

Employee expense management: clients submit employees’ reimbursable expenses as expense reports, which are exported or sent to your accounting software and published to the general ledger as a purchase invoice.

Mileage tracking (GPS): record business mileage with GPS tracking.

Auto expenses: expense claims created automatically from submitted receipts.

Client deadline dashboard: see every client deadline in one place.

Smart practice workflows (Advanced): set up workflows that match how your practice runs.

Team and location management (Advanced): organise your practice by team and location.

Practice insights and reporting (Advanced): drill down into client data, drive productivity and make decisions backed by evidence.

Advanced client management (Advanced): more control over how you manage your client list.

Time spent (Advanced): see where your team’s time goes across clients.

Data health and insights: smart data quality checks, data clean-up tools, client health scores and client activity stats, plus data health practice dashboards on Dext Advanced.

Commerce Lite: marketplace integrations with platforms such as Shopify and WooCommerce.

In-app messaging: ask clients about an item or receipt in the app; they get a push notification when you message.

Boost: a subscription that speeds up processing of everything in the “In Processing” queue. Items using supplier line-item extraction can’t be boosted.