Dext review: Bookkeeping automation for accounting firms, with per-client plans and a 14-day trial

What Dext does

Dext is a bookkeeping automation platform. It takes in receipts, invoices and expenses, extracts the data, categorises it and passes it to the accounting software a firm already uses. This card covers the plans for accounting and bookkeeping firms.

Documents can arrive through several channels, and the platform also offers bank feeds, supplier rules, duplicate detection, line item extraction and a Vault for secure document storage. Practice tools include a client deadline dashboard and team and location management. Employee expense management with GPS mileage tracking is listed too, along with integrations with 36+ accounting solutions. There are mobile and web apps, plus a Chrome extension called Dextension.

Practice pricing has two plans, Essentials and Advanced. Both are priced per client, and the rate falls as the client list grows. A plan starts at 10 clients minimum. Firms can build a custom package and get a quote back. The pricing page text shows no amounts for either plan, so pricing is not published on the official site. Optional add-ons include a Data health & insights add-on at $7.5/client/month. Extraction credits cover heavier jobs such as bank statements and line items, and an allowance can be topped up. A 14-day trial is offered.

• Multi-channel receipt and invoice capture
• Bank feeds and supplier rules
• Line item extraction and grouping
• Auto-categorisation with smart suggestions
• Vault secure document storage
• Employee expenses with GPS mileage tracking
• Client deadline dashboard
• Integrations with 36+ accounting solutions

Our take

Dext suits accounting and bookkeeping firms that want one platform for capture, categorisation and syncing to their ledgers, and that can price a plan around their own client mix. Essentials covers the core capture and publishing work, while Advanced adds team, workflow and insight tools. It is less suited to anyone who needs to see prices before talking to the vendor, because the practice pricing page lists no amounts. The 10-client minimum also rules out very small client lists. Extra costs such as add-ons and credit top-ups should be checked in the quote.