Dext

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Dext makes accountants more productive, profitable and powerful.

Dext puts powerful tools at your fingertips for real-time and accurate insights to help you be more productive and profitable. We free up your team to spend more time adding value.

At its heart, two products:

Prepare (with Receipt Bank)
for efficiently preparing finances

Precision (with Xavier)
for better financial insights

Together, they offer a powerful suite of tools that enable you to:

  • Reduce manual tasks and increase productivity
  • Save 5.5 hours per client, each month
  • Take on 50% more clients without increasing headcount
  • Better plan your resource with high-value clients

It is the only platform that gives you full oversight of team workload and client performance in a single view. Dext is used by nine out of the ten large accounting networks globally, including Deloitte, BDO, Tax Assist and Mazars.

Expense Management Features

  • Categorise expenses
    • AI auto categorise
    • Manual
    • Rules
    • VAT tracking
  • Employee expenses
    • E-Approval
    • Single
    • Reports
    • Automatic submit
    • Manual submit
  • Expense capture
    • Email-in address
    • Expense data extraction
    • Fetch
    • Suppliers
    • Upload

Receipt & Invoice Processing Features

  • Dashboard
    • Client view
    • Practice view
  • Data Extraction Type
    • Bank statements
    • Billls
    • Credit notes
    • Receipts
    • Sales Invoices
  • Data Submission Method
    • Email
    • Mobile App
    • Multi item doc (ie. PDF)
    • Split per page
    • Multi page doc
    • Single page doc
    • Supplier fetching
    • Upload
  • General
    • Add missing documents to existing transactions (QBO/Xero)
    • Bank feeds
    • Bank match
    • Choose accounts
    • Duplicate detection (items in app)
    • Email suppliers
    • Expenses e-approval
    • Export all transactions
    • CSV
    • PDF
    • Intuitive suggestions for category and tax
    • Mark bills as paid
    • Merge suppliers
    • Missing paperwork report
    • Multi-currency
    • View unpaid/paid purchase invoices on mobile
  • Line items
    • Manually split into line-items
    • Per supplier extraction
  • Rules
    • Billable
    • Billable QuickBooks Online
    • Customer tracking
    • Global payment method rules
    • QB Class / Location
    • Supplier auto-publish
    • Supplier category / description / due date / VAT
    • Supplier level payment rules
    • Xero tracking
  • Storage features
    • Minimum 7 years document storage
    • Unlimited storage

Workflow and Practice Management Features

  • Work and Work Templates
    • Statutory deadlines
    • Work status'
    • Work subtasks
    • Work tasks
    • Work templates
Cost (from)
£12.50
Trial
14 day free trial, fully functional, no credit/debit card required
Partner Program
Yes
Accounting Software
Clear Books, FreeAgent, FreshBooks, KashFlow, MYOB, QuickBooks Online, Sage 50cloud, Sage Business Cloud, Twinfields, Xero
Data Sync
Daily, Manual, Real Time, Weekly
Mobile OS Compatibility
Android, iOS
Non-Accounting Integrations
ApprovalMax, Dropbox, Gusto, Tripcatcher, WorkflowMax, Xero HQ, Zapier
Head Office
London (UK)
Offices
Bulgaria (BJ), Cape Town (ZA), London (UK), Paris (FR), Sydney (AUS), Washington DC (USA)
Geographies Served
Australia, Canada, Hong Kong, India, Ireland, New Zealand, South Africa, UK, USA
Support Channels
Email, Live Chat, Telephone, Web Form
Support Availability
24/7 support
Training
Self Guided, Vendor Led
Two Factor Authentication
Yes
App Category
Expense Management, Receipt & Invoice Processing, Workflow and Practice Management
Client Sector
Accounting and Bookkeeping, Agriculture, Construction, Contracting Services, Creative Agencies, Education, Engineering, Entertainment, Event Management, Franchising, Government Bodies, Healthcare, Hospitality, Insurance, IT and Telecomms, Legal Service, Manufacturing, Marine, Media, Motor, Not For Profit, Professional Services, Public Relations, Real Estate and Property, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale