Dext

Dext stands out as a powerful bookkeeping automation platform tailored for small businesses across the UK. By automating the tedious process of capturing, extracting, and processing expense data, it eliminates hours of manual admin each week. With an impressive 99.9% accuracy rate, businesses can trust Dext to handle receipts, invoices, and statements effortlessly, allowing owners to focus on growth rather than paperwork.

This tool is particularly valuable for UK organisations juggling multiple financial tasks without dedicated accounting teams. It integrates smoothly with popular software, ensuring data flows directly into ledgers without errors. Trusted by over 700,000 businesses, Dext combines simplicity with robust functionality to transform financial management.

What is Dext?

Dext is an innovative online bookkeeping software designed to simplify expense and invoice administration for small to medium-sized enterprises. At its core, it automates the extraction of key data from various documents, using advanced optical character recognition to achieve near-perfect accuracy. This means businesses no longer need to manually input details from crumpled receipts or lengthy statements, reducing the risk of human error and saving valuable time.

Launched as a solution for modern businesses, Dext has earned accolades such as the 2023 Best Accounting Cloud-Based Software Company and 2024 Xero Small Business App of the Year in both UK and US markets. Its platform supports multiple capture methods, from mobile apps to email submissions, making it adaptable to how teams naturally work. For UK firms, this translates to compliant, efficient processes that align with local regulations whilst enhancing overall productivity.

Beyond basic automation, Dext fosters collaboration by allowing teams to submit, approve, and categorise expenses in real-time. This end-to-end approach ensures that financial data is not just captured but also organised and ready for analysis, empowering better decision-making. Businesses appreciate how Dext evolves with their needs, from solo entrepreneurs to expanding teams requiring more sophisticated workflows.

Key Features

• Receipt and Invoice Capture: Scan documents via mobile or upload digitally for instant processing
• Data Extraction with 99.9% Accuracy: Automatically pulls dates, amounts, and VAT details without manual entry
• Smart Categorisation: Applies rules to sort expenses and match them to accounts automatically
• Bank Feed Integration: Syncs with over 11,500 financial institutions for reconciled statements
• Expense Management Workflows: Enables approvals, reimbursements, and supplier invoice handling
• Accounting Software Compatibility: Connects to over 30 platforms like Xero for seamless data transfer
• Storage and Collaboration Tools: Securely stores documents and allows team access for reviews
• Mobile Accessibility: Full functionality via iOS and Android apps for on-the-go use

Benefits for Businesses

Adopting Dext delivers tangible ROI through significant time savings and error reduction in financial processes. Small businesses report cutting admin hours by up to several hours per week, allowing staff to redirect efforts towards revenue-generating activities. The platform’s automation capabilities not only streamline operations but also improve cash flow management by accelerating invoice processing and payments.

For UK organisations, Dext ensures HMRC compliance with accurate VAT extraction and audit-ready records, minimising the stress of tax season. Its scalability means businesses can start with basic features and upgrade as they grow, without disruptive transitions. Overall, users experience enhanced financial visibility, leading to smarter budgeting and forecasting that supports sustainable expansion.

The tool’s user-friendly design means even non-finance professionals can manage bookkeeping effectively, democratising access to professional-grade tools. This fosters a culture of accountability, where expense submissions are quick and approvals transparent, reducing bottlenecks in team workflows.

Use Cases and Applications

Dext shines in scenarios where small businesses deal with frequent expenses, such as retail shops tracking daily receipts or service providers handling client invoices. For instance, a London-based consultancy firm uses Dext to scan travel receipts during client visits, automatically categorising them and syncing to their accounting system for instant reimbursement requests. This real-time processing eliminates end-of-month scrambles and ensures accurate expense reporting.

In creative industries like marketing agencies, Dext automates supplier invoice management by creating smart rules for recurring payments, such as design fees or ad spends. Teams collaborate via the platform to approve budgets, preventing overspending whilst maintaining project timelines. Freelancers benefit too, using mobile capture to log mileage and meals, turning chaotic records into organised financial insights.

Another application is for e-commerce businesses managing high-volume transactions. Dext fetches bank statements and matches them against invoices, flagging discrepancies for quick resolution. This use case highlights how the tool supports growth-oriented firms by providing reliable data for performance analysis, ultimately aiding in strategic decisions like inventory optimisation or pricing adjustments.

Integration & Ecosystem

Dext positions itself as a central hub in financial workflows, integrating effortlessly with leading accounting software to eliminate data silos. Whether syncing with Xero for real-time ledger updates or QuickBooks for detailed reporting, businesses enjoy a unified ecosystem that enhances accuracy across tools. The platform’s API support allows for custom connections, making it adaptable for unique operational needs.

With connections to thousands of banks, Dext automates reconciliation, pulling in transactions to match against captured expenses. This interoperability extends to expense apps and CRM systems, creating a cohesive environment where financial data informs broader business intelligence. For UK users, these integrations ensure compatibility with local banking standards, streamlining international dealings if needed.

Pricing and Plans

Dext structures its pricing to accommodate businesses at different stages, with plans starting from as low as £10 per month for essential automation features. Higher tiers, typically £30-50 monthly, unlock unlimited processing, advanced rules, and priority support. A free trial lets users test the platform without commitment, and annual subscriptions offer savings for long-term users.

Enterprise plans are customised for larger organisations, including dedicated onboarding and enhanced security features. This flexible model ensures value scales with usage, helping small businesses avoid overpaying whilst providing room for expansion. Billing is straightforward, with options to adjust as needs evolve.

Exclusive Savings on Dext

UK businesses looking to maximise value on Dext subscriptions can explore exclusive perks and discounts through PerkLedger. Our platform aggregates verified deals from finance and bookkeeping providers, helping companies reduce software costs by significant margins. Additionally, PerkLedger’s Discovery Rewards programme allows members to earn cashback on eligible purchases, turning routine investments in tools like Dext into ongoing savings opportunities.

Access these benefits seamlessly through our website, browser extension, or mobile app to stay updated on the latest offers, including extended trials or bundled discounts. This ecosystem empowers organisations to optimise their tech stack affordably, ensuring every pound spent on automation yields maximum return.

Getting Started with Dext

Beginning with Dext is straightforward, starting with a no-credit-card free trial to explore its capabilities. Users sign up online, connect their accounting software, and begin capturing documents immediately—no complex setup required. The intuitive dashboard guides through initial configurations, like setting up bank feeds or supplier rules, typically taking under an hour for most teams.

To maximise benefits, businesses should prioritise integrating key tools and training staff on mobile scanning. Dext’s knowledge base and tutorials provide step-by-step support, whilst ongoing tips help refine automations for efficiency. Within days, users often see streamlined processes, with full ROI realised as manual tasks diminish and financial accuracy improves.

For sustained success, regular reviews of categorisation rules ensure the system adapts to changing business needs. This proactive approach, combined with Dext’s responsive updates, keeps workflows optimised, supporting long-term financial health.