Dext: AI-Powered Accounting Automation for Receipts & Invoices

Dext is an accounting add-on that digitises and automates the capture of invoices, receipts, and bank statements using AI + OCR with 99%+ accuracy. It syncs data via integrations with platforms like QuickBooks, Xero, and Sage. Documents can be uploaded from mobile, email, web, or even WhatsApp, and it connects to a wide range of banks and platforms worldwide. This AgentAya review assesses its value for SMEs that want the best AI add-on for pre-accounting without replacing their core accounting system.

AgentAya Verdict

Dext shines when an SME already uses tools like QuickBooks and wants to reduce manual entry and keying errors. Its accuracy, multiple capture methods, and broad integration ecosystem make it a strong ally for pre-accounting and auto-publishing to the general ledger.

Primary limitation: support and documentation are mostly in English; it’s designed primarily for English-speaking markets and is not a full accounting suite.

Recommendation: Use Dext as an automation layer on top of your existing accounting stack. If you need local e-invoicing or fully localised support, complement it with regional solutions.

Score Breakdown

Category	Score	Description
Features & Functionality	4.5/5 ⭐⭐⭐⭐½	Multichannel capture, AI OCR 99%+, auto-publish to GL.
Integrations	4.5/5 ⭐⭐⭐⭐½	30+ accounting integrations and connections to 11,500+ banks.
Language & Support	2/5 ⭐⭐	Partial UI in Spanish/French; support & docs primarily in English.
Ease of Use	5/5 ⭐⭐⭐⭐⭐	Guided flow; simple mobile/email/web upload.
Value for Money	4/5 ⭐⭐⭐⭐	Free trial; noticeable time savings quickly.

Overall AgentAya Score: ⭐⭐⭐⭐ 4.2 / 5

Robust pre-accounting companion; ideal for teams already on QuickBooks/Xero/Sage.

Key Features

• AI-Driven Digitisation: Extracts data from receipts, invoices, and statements with 99%+ accuracy.
• Multiple Intake Methods: Mobile app, web upload, email forwarding, and WhatsApp.
• Auto-Publish: Categorise and publish directly to QuickBooks, Xero, or Sage.
• Firm Console: Multi-client management for accounting/bookkeeping practices.

AI Capabilities

Dext combines machine learning, proprietary heuristics, and advanced OCR to extract, classify, and structure accounting data with >99% accuracy powering capture, extraction, automation, publishing, and checks without prompts or natural-language inputs.

New/expanded capabilities (2025):

• AI-Powered Line Item Extraction: Classifies each invoice line by category and tax rate.
• Line Item Grouping: Aggregates similar lines by category/tax to simplify complex reviews.
• AI-Generated Document Detection: Flags receipts/invoices altered by generative tools (anti-fraud).
• UK VAT Check: Validates VAT numbers against HMRC data.
• Automated Prepayments for Xero: Creates and amortises prepayments across periods.
• Data Health & Insights: Scores data integrity with real-time dashboards on trends, errors, and pending items.
• AI Vault: Classifies and tags business docs (insurance, contracts, loans) with smart metadata, reminders, and summaries.
• Supplier Name Aliases: Normalises variants (e.g., “Donuts”, “Donuts Ltd.”) for consistent records.

Outcome: Faster closes, more reliable data, and decisions based on verified information.

Integrations

Connects to 30+ accounting platforms and 11,500+ banks/financial institutions to centralise capture, reconciliation, and publishing.

Highlights:

• QuickBooks Online & Desktop
  
• Xero (UK & US App Partner of the Year 2024)
• Sage Accounting, Sage 50 (UK/CA)
• FreeAgent, KashFlow, BrightBooks, Bill, ReconOne, Twinfield, ApprovalMax, Nomi, Iris, Afterpay
• Payments & e-commerce: PayPal, Shopify, Stripe, Faire, Not On The High Street, and Zapier for custom workflows

Recent expansions:

• Zoho Books (Jan 2025): direct publishing from Dext to Zoho.
• MYOB Enhancements (Jul 2025): Auto ABN checks, Bank Match, inventory item support.
• Multi-Entity Dashboard (Aug 2025): multi-company visibility from one admin account.

API & Extensions

• Dext Prepare: No public API. Additional integrations (e.g., Bill.com, ApprovalMax) via advanced Connections settings.
• Dext Precision:Official REST API for basic account/activity metrics.
  • Auth: Bearer token (Settings → API tab in Dext Precision)
  • Use cases: Accounting analytics, internal integrations, automated reporting
  • Tools: Postman/Paw recommended; rate limits & response codes in Precision API docs
• Dextension: Browser extension for Xero and QuickBooks Online to speed up review/publish directly on the web.

Security & Data Compliance

Dext operates under ISO/IEC 27001:2022 and ISO 9001 (renewed 2024; updated 2025 via British Assessment Bureau). Security includes AES-256 encryption in transit/at rest, per-user authentication, restricted key/DB access.

• GDPR Processor (Art. 28): Customer retains data ownership; data deleted upon contract end.
• Documented retention, classification, and deletion procedures (Trust Center).
• Controls:
  
  • 2FA and SSO (Microsoft Entra ID, JumpCloud, Intuit SSO)
  • Regular penetration testing and security self-assessments
  • BCDR plans with redundant backups
  • Active cyber insurance and 24/7 incident monitoring
  • RBAC and full user activity audit trails

Language – Support & Interface

Global customer base and integrations, but website, core UI, help centre, and support are primarily in English (limited French support).

AI Language – The Tool

OCR and automations can process non-English documents (including Spanish) reliably reading invoices/receipts/statements and extracting/categorising data without English prompts.

Mobile Access

Mobile apps for quick capture (photos, file upload), plus sharing via WhatsApp or email.
Responsive web app with automatic sync to the accounting system.

Support, Onboarding & Account Management

Dext provides a help centre, live training, webinars, and partner programmes for firms managing multiple entities/clients. Support starts with a chatbot and escalates to human agents as needed. Onboarding is quick if your accounting platform is supported, aided by guided wizards and step-by-step resources.

Ease of Use / UX

The capture → extract → review → publish workflow minimises steps and reduces errors.
Short learning curve; value is visible from the first close cycle.

Pricing & Plans

Free trial available to test core features. Plans are based on document volume and users, with monthly or annual billing (annual discounts available). Pricing may vary by country/currency; custom plans exist for firms or multi-entity organisations.

Optional add-ons:

• Commerce Lite: Connect online stores and automate sales imports.
• Vault: Secure storage with AI-based organisation.
• Payments: In development, pay bills and manage expenses within Dext.

Case Study

A small finance team adopted Dext to capture documents via mobile and email.
Within three months, manual data entry time dropped by ~70%, enabling faster weekly closes and higher output per analyst, improving client responsiveness without adding headcount.

Tool vs Alternatives

Botkeeper

• Pros: Close-management modules, automated postings, SOC 2 compliance.
• Cons: Interface and support in English.

Vic.ai

• Pros: Autonomous AP processing and PO-invoice matching.
• Cons: AP-centric; less suited to multichannel document intake.

Choose Dext if you need fast capture, high-accuracy OCR, and direct GL publishing without changing your core stack.

FAQs

Is Dext a good add-on for SMEs?

Yes. It reduces manual workloads and speeds up publishing to your GL.

Does it replace my accounting system?

No. It’s a companion layer that works on top of your existing software.

Is there an API?

Only Dext Precision exposes a public API. Dext Prepare does not.

Is there a free trial?

Yes, a 14-day trial with full features.