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Dext

Automated bookkeeping and document-capture platform for accounting firms and finance teams that converts invoices, receipts and bank statements into structured bookkeeping data and integrates with accounting systems.

What is dext

Dext is a bookkeeping-focused platform that automates capture, extraction and classification of receipts, invoices and other financial documents for accounting teams and small to mid-sized businesses. It centralizes client documents, applies OCR and rules-based classification, and produces structured transaction data that can be posted into ledgers and accounting systems. The product targets accounting firms, bookkeepers and finance teams who need repeatable intake, validation and workflow controls for client bookkeeping.

Dext is positioned as a tool for the end-to-end bookkeeping pipeline: document capture at the point of receipt, automated extraction of amounts, dates, tax and supplier details, matching to import-ready transactions, and reconciliation support. It is designed to reduce manual entry, raise data quality and create an auditable trail for each document. For multi-client practices it offers client grouping, role-based access and bulk processing features.

Because Dext integrates tightly with major cloud accounting platforms, it is commonly used as the front-end data collection and validation layer in outsourced bookkeeping and managed-accounting setups. That makes it useful for firms that need consistent data quality across many client ledgers and for companies who want to reduce time spent prepping books for accountants.

Dext features

Dext provides a set of features that focus on capture, extraction, validation, enrichment and integration of financial documents. The platform combines optical character recognition (OCR) with configurable rules and human quality checks to deliver structured data outputs.

Key functional areas include capture and intake (mobile app, email, bulk upload), intelligent extraction (line-item and header-level OCR), automated supplier and tax recognition, configurable business rules for coding and classification, and a review workflow that surfaces exceptions for human approval. It also includes bulk processing tools for bank statements and batch invoices, plus tagging and notes to support client communication and audit trails.

On the operations side, Dext offers multi-client dashboards, user and role controls, audit logs and reporting to track processing throughput and exception volumes. The platform supports attachments and PDF storage with searchable indexes, making it straightforward to find source documents tied to a posted transaction. For accounting teams that want to offload repeatable tasks, Dext’s rules engine and automation templates allow firms to scale standardized bookkeeping procedures.

What does dext do?

Dext captures receipts, invoices and statements and turns them into bookkeeping-ready transactions that can be exported or pushed to your accounting system. It extracts core fields — supplier, date, amounts, tax code, currency and line items — and normalizes them into a structured record. This reduces manual entry and ensures consistent taxonomy across clients.

The platform also supports validation and review workflows: extracted records are matched to expected categories, flagged when values fall outside tolerance levels, and routed to reviewers for correction. This mix of automation and human review improves accuracy while preserving an audit trail of changes and approvals.

Finally, Dext provides integrations and export options so captured data flows into the accounting ledger or reporting layer. That can be direct sync to cloud accounting platforms, file exports for desktop systems, or API connections to bespoke finance stacks. The goal is to minimize the friction between raw source documents and reconciled bookkeeping entries.

Dext pricing

Dext offers these pricing plans:

  • Free Plan: $0/month for limited single-user testing and small-volume capture
  • Starter: $39/month billed monthly ($468/year billed annually) with core capture, extraction and single-practice support
  • Professional: $129/month billed monthly ($1,548/year billed annually) with multi-client management, higher document volume and advanced rules
  • Enterprise: Custom pricing with dedicated onboarding, single sign-on, advanced SLAs and API access

Pricing above is presented as representative tiers for comparison. Check Dext Precision's current pricing for the latest rates and enterprise options.

Dext’s tiered approach is typical for accounting platforms: the lower tiers focus on single-practice or solo-bookkeeper usage with limited monthly documents and standard integrations, while the Professional and Enterprise tiers add volume, team features, advanced automation and security controls. The Enterprise tier is usually negotiated with volume discounts, service-level agreements and additional professional services such as migration assistance.

Because usage patterns vary (documents per month, number of client files, need for line-item extraction), organizations often move between tiers as their client base grows. Dext’s billing commonly reflects document volume thresholds and the number of user seats or practice accounts managed.

How much is dext per month

Dext starts at $39/month for the Starter plan when billed monthly. The Starter tier covers low-volume users who need basic capture and extraction features. Mid-tier plans for growing practices typically start around $129/month, which includes multi-client support and more automation.

Monthly billing provides flexibility for short-term use or trialing features, but can be more expensive over a year compared with annual commitments. Firms with predictable volumes often choose annual billing to secure a lower effective monthly rate.

For larger firms with bespoke needs, the Enterprise plan is priced by negotiation and may include volume-based discounts and professional services.

How much is dext per year

Dext costs $468/year for the Starter plan when billed annually. Annual billing usually reflects a discount versus month-to-month pricing and is common for firms ready to commit for 12 months.

For the Professional tier the annual cost is typically $1,548/year under an annual billing option. Annual plans can include prioritized support and onboarding credits depending on the vendor promotion.

Enterprise agreements are annual contracts and depend on total document volume, number of practice accounts and any integration or data migration services required.

How much is dext in general

Dext pricing ranges from $0 (free) to $129+/month. The spectrum covers individuals using a free plan for low-volume capture up to multi-user Practice editions with advanced analytics and dedicated support.

Actual spend for an accounting firm depends on document volumes, required extraction fidelity (header-only vs. line items), number of practice accounts, and add-ons like custom integrations or managed onboarding. Many firms budget per-client fees or per-document rates when estimating total monthly cost.

When planning, include costs for training, change management and possible workflow redesign so the system delivers the expected efficiency gains.

What is Dext used for

Dext is used primarily for bookkeeping intake and preparation — converting a stream of client documents into coded, validated financial transactions. Bookkeepers use it to capture receipts and supplier invoices, extract and classify line items, and prepare batches for posting to ledgers. That reduces time spent on manual data entry and increases consistency across multiple clients.

Accounting firms apply Dext to standardize processes across teams: the same extraction rules and supplier mappings can be applied firm-wide to ensure consistent chart-of-accounts mapping, tax treatment and supplier names. The platform is also used as a control point for remote teams to review and approve transactions before they hit client books.

Finance teams in businesses that manage many small expense items or high-volume supplier invoices use Dext to centralize document capture and maintain an auditable record. It is also useful for firms offering managed bookkeeping services where turnaround time and repeatability are important.

Pros and cons of Dext

Pros:

  • High-quality OCR and extraction that significantly reduces manual entry for invoices and receipts
  • Integrations with major accounting systems to move structured data into ledgers without rekeying
  • Rules engine and review workflow that scale standardized bookkeeping across multi-client practices

Cons:

  • Cost can scale quickly with high document volumes or when line-item extraction is required
  • Firms with highly complex or irregular documents may still need manual intervention for some records
  • Enterprise integration and customization often require professional services or additional development work

Balancing pros and cons depends on an organization’s document volume and tolerance for implementation effort. For practices processing hundreds or thousands of documents monthly, the automation and auditability typically outweigh the licensing costs. For very low-volume solo practitioners, a free or lower-cost capture tool may suffice.

Dext free trial

Dext typically offers a trial or limited free tier so prospective users can evaluate capture quality, integration behavior and workflow fit. Trials let firms upload a sample set of client documents to test extraction accuracy, supplier recognition and export to their accounting system.

During a trial, you can validate the platform’s handling of different receipt types (multi-currency, VAT, line-item invoices) and confirm whether the rules engine addresses common exceptions. Trials are also a good time to simulate team review flows and confirm that the audit trail meets compliance expectations.

If you are evaluating Dext for an accounting practice, run a pilot with a cross-section of client documents (small retail receipts, large supplier invoices, recurring subscriptions and bank statements) to observe end-to-end performance before committing to a paid plan.

Is dext free

Yes, Dext typically provides a Free Plan or trial for low-volume testing, but it is limited in features and document volume. The free offering is intended for single users or for evaluation and lacks the multi-client management and higher-volume allowances of paid tiers.

For production use, most firms upgrade to a paid Starter or Professional tier to gain full integration, team controls and larger monthly document quotas.

Dext API

Dext exposes programmatic interfaces to integrate capture and metadata into bespoke finance workflows. The API typically supports endpoints for document ingestion, metadata retrieval, supplier and tax lookups, processing status and webhooks for event-driven workflows. That allows finance platforms and internal tools to automate the flow from document submission to ledger posting.

Authentication is usually via API keys or OAuth flows for enterprise integrations, and the API supports pagination, filtering and batch retrieval of processed documents. Typical usage patterns include pushing documents from a CRM or expense app, pulling processed transactions into a data warehouse, and subscribing to webhook notifications for completed extractions.

Dext’s API documentation covers endpoint schemas, example requests, response fields and error handling. For developers integrating Dext into a larger stack, review the Dext Precision API documentation and consider rate limits, retry patterns and secure storage of API credentials. Enterprises can request higher throughput and SLAs via their account representative.

10 Dext alternatives

  • Hubdoc — Document capture and bill pay focused on extraction and push to accounting ledgers; tight integration with Xero and QuickBooks Online.
  • AutoEntry — Automated document capture and data extraction with configurable workflows and multi-currency support.
  • QuickBooks Online — Includes receipt capture and expense processing as part of its broader accounting platform for small businesses.
  • Xero — Cloud accounting platform with add-on capture apps and native bill/receipt processing through partner integrations.
  • Sage Business Cloud — Accounting suite that integrates with capture tools for structured data intake.
  • Botkeeper — Outsourced bookkeeping augmented with automation and document processing for growing firms.
  • Datamolino — Invoice and receipt data capture with focus on batch processing and export to accounting systems.
  • Shoeboxed — Receipt capture and expense management aimed at small businesses and sole traders.
  • Expensify — Expense management and receipt processing with automated policy enforcement and export features.
  • Receipt Bank — Historical brand closely related to Dext; similar capture and extraction capabilities (note: product names and relationships have evolved over time).

Paid alternatives to Dext

  • Hubdoc — Cloud document capture with automated supplier statement retrieval and Xero/QuickBooks sync; good for firms that already use those accounting platforms.
  • AutoEntry — Strong at line-item extraction and batch processing; suits firms needing high-fidelity data capture.
  • Botkeeper — Combines human-led bookkeeping with automation and document capture; a managed service alternative to self-service tools.
  • QuickBooks Online — As a paid alternative, QuickBooks includes receipt capture integrated into its bookkeeping workflow for small businesses.
  • Xero — With paid tiers and add-ons, Xero plus a capture add-on matches Dext’s functional footprint while centralizing accounting and capture.

Open source alternatives to Dext

  • OCRmyPDF — Open source OCR pipeline for converting scanned PDFs into searchable documents; requires development to produce structured bookkeeping fields.
  • Tesseract OCR — Core OCR engine that can be integrated into a custom capture and extraction pipeline for bespoke needs.
  • OpenExpense (community projects) — Community-built expense capture projects that combine OCR engines with simple extraction workflows (varying maturity).

Open source solutions require development resources to approximate Dext’s out-of-the-box extraction accuracy and accounting-specific rules, but they offer maximum control for teams with engineering capacity.

Frequently asked questions about Dext

What is Dext used for?

Dext is used for automated document capture and bookkeeping preparation. It collects receipts, invoices and bank statements, extracts structured data and prepares validated transactions for posting to accounting systems; this reduces manual entry and provides an auditable trail for each document.

Does Dext integrate with Xero and QuickBooks?

Yes, Dext integrates directly with Xero and QuickBooks Online. These integrations let captured documents and extracted transactions sync into client ledgers so bookkeepers can post or reconcile without re-entering data.

How much does Dext cost per month?

Dext starts at $39/month for the Starter plan when billed monthly. Higher-tier plans for multi-client practices typically begin around $129/month, and Enterprise pricing is available by negotiation.

Is there a free version of Dext?

Yes, Dext typically offers a Free Plan or trial for low-volume testing. The free option is limited in monthly document volume and lacks multi-client management and advanced automation features found in paid plans.

Can Dext extract line-item details from invoices?

Yes, Dext supports line-item extraction for invoices. Line-item capture is available as part of higher-fidelity processing and may be included in mid-to-high tiers or as an add-on due to the additional processing required.

Does Dext offer an API for custom integrations?

Yes, Dext provides a RESTful API and webhooks for integration. The API supports document ingestion, retrieval of processed metadata, status checks and event notifications so finance systems can automate downstream workflows.

How secure is Dext for client data?

Dext follows enterprise-grade security practices including encrypted transmission and storage. The platform provides role-based access controls, activity logs and options for single sign-on and enhanced account controls in enterprise plans.

Can Dext be used by small businesses directly?

Yes, small businesses can use Dext to capture receipts and invoices. While it is optimized for bookkeeping teams, small companies benefit from faster expense processing and improved record-keeping when they use the platform.

How accurate is Dext’s OCR and extraction?

Dext delivers high OCR accuracy for common invoice and receipt formats, with human review for exceptions. Accuracy depends on document quality, language and layout; the platform’s rules engine and review workflows help correct edge cases.

What reporting and audit features does Dext provide?

Dext includes audit trails, processing logs and usage reports for document throughput. Firms can track who uploaded, reviewed and approved documents, see exception volumes and export processing metrics for operational monitoring.

dext careers

Dext publishes open roles across product, engineering, sales and customer success teams that support its accounting and bookkeeping product lines. Career pages typically detail positions for software engineers, product managers, account managers and onboarding specialists who work directly with accounting partners. Many roles emphasize experience with B2B SaaS, integrations and workflow automation.

For candidates interested in product roles, Dext often highlights opportunities to work with OCR, machine learning for extraction accuracy, and integrations with accounting platforms. Sales and partner roles focus on engagement with accounting firms and ecosystem partners to drive adoption and optimize workflows.

Candidates should review the company careers page for up-to-date listings and job-specific requirements, and consider preparing examples of prior work with accounting integrations or document-processing projects.

dext affiliate

Dext runs partner and affiliate programs aimed at accounting firms, bookkeepers and software resellers. These programs typically provide referral fees, co-selling resources, training materials and partner-level discounts. Referral partners often get access to marketing collateral, technical onboarding resources and training to help demonstrate ROI to prospective clients.

Affiliate arrangements vary by region and partner tier. Larger accounting networks or technology partners may negotiate custom terms and integration support as part of a reseller agreement. If you plan to refer Dext to clients, review the program terms and track referrals through the partner portal.

Where to find dext reviews

You can find user reviews and independent evaluations on software review sites that specialize in accounting and bookkeeping tools. Look for reviews that discuss extraction accuracy, integration reliability, customer support responsiveness and total cost of ownership. Case studies from accounting firms that have scaled with Dext are useful for assessing real-world impact.

Also consult accounting technology forums, LinkedIn groups for bookkeepers, and community discussions for qualitative feedback on onboarding, day-to-day use and exception handling. For the most current product details and customer stories, review the official Dext product pages and published customer case studies at Dext Precision product pages.

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Dext: Automated bookkeeping and document processing for accounting teams and finance functions – Saasprofile