- Automated Data Extraction: Use AI and OCR technology to extract data from receipts, invoices, and bank statements with 99.9% accuracy, reducing manual entry.
- Seamless Accounting Software Integration: Connect with over 30 accounting platforms like Xero, QuickBooks, and Sage, syncing data to streamline financial workflows.
- Multi-Channel Document Capture: Allow uploads via mobile app, email, drag-and-drop, or auto-invoice fetch, supporting flexible submission of financial documents.
- Expense Management: Track, categorize, and approve expenses in real-time, simplifying reimbursement and spend oversight across teams.
- Secure Document Storage: Keep receipts, invoices, and statements in encrypted long term storage, supporting compliance and easy access for audits.
- Real-Time Insights and Reporting: Provide customizable dashboards and reports for monitoring cash flow, expenses, and financial trends.
- Multi-Currency and Multi-Language Support: Handle transactions in various currencies and languages, ideal for global businesses.
- Customizable Approval Workflows: Support multi-tier approval processes tailored to organizational needs, automating expense and invoice approvals.
- Bank and Credit Card Integration: Connect with over 11,500 financial institutions to import transaction data automatically, simplifying reconciliations.
- Smart Supplier Rules: Automate categorization and processing of recurring invoices based on predefined rules, reducing manual tasks.
- Mobile Accessibility: Offer a mobile app for capturing receipts, managing expenses, and submitting reports on the go.
- Data Validation and Error Checking: Flag discrepancies in extracted data for review, ensuring accuracy before publishing to accounting software.
- Multi-Entity Management: Manage finances across multiple businesses or franchises from one dashboard, providing a unified view.
- Customizable Expense Categories: Allow users to define categories to align with specific accounting needs, enhancing flexibility.
- Audit Trail: Maintain detailed logs of actions and changes, supporting transparency and regulatory compliance.
- API and Third-Party Integrations: Offer APIs for custom connections with other business tools, expanding adaptability.
Dext
Dext automates bookkeeping, capturing and organizing receipts, invoices, and expenses for seamless accounting integration.
Updated July 27, 2026
Dext Overview
Dext is a cloud-based bookkeeping automation platform designed for small businesses, accountants, and bookkeepers. It streamlines financial management by using AI and OCR technology to capture, process, and store receipts, invoices, and expenses with 99.9% accuracy.
Dext integrates seamlessly with accounting software like Xero and QuickBooks, offering real-time expense tracking, customizable reporting, and secure document storage. It simplifies workflows, reduces manual entry, and enhances financial accuracy. Dext has been part of IRIS Software Group since the group completed its acquisition of Dext Software Ltd in December 2024, though it still operates under its own brand.
Key Features
Pricing
| Plan | Price (USD) | Minimum Clients | Key Features |
|---|---|---|---|
| Essentials (for accountants and bookkeepers) | From $17.70 per client / month on an annual subscription billed monthly, or $20.35 per client / month billed monthly (excludes tax) | 10 clients minimum | Mobile document capture (receipts, invoices), bank statement extraction, supplier statement extraction, core automation tools, and core reporting |
| Advanced (Most Popular) | From $19.20 per client / month on an annual subscription billed monthly, or $22.08 per client / month billed monthly (excludes tax) | 10 clients minimum | Everything in Essentials, plus flexible bill approval rules, team and location setup, custom workflows, advanced automation, and practice insights dashboards |
| Business plans (direct for SMBs) | Usage based, from $25.21 per month (USD, excludes tax; $302.50 billed annually) for 250 documents per month and 5 users | None | Document capture and automatic data extraction, secure storage, accounting software integrations, and free credits for bank statement, line item, and supplier statement extraction |
Dext prices its partner plans through a plan builder, so the per client rate falls as you add clients. An annual subscription saves 13% on partner plans and 20% on business plans, and a 14 day free trial is available.
Pricing source: https://dext.com/en/partner/pricing
Pros
| Competitor | Pros of Dext |
|---|---|
| QuickBooks Online | Dext’s business plan builder starts at $25.21 a month for 250 documents and five users, and its whole job is getting receipts and bills into the ledger by photo, email or upload, with supplier, date, tax and totals read off for you. QuickBooks Simple Start is $38 a month for a single user, so the capture and coding work lands on the owner or on another paid seat. |
| Xero | For practices, Dext charges per client, from $17.70 a month for Essentials and $19.20 for Advanced on an annual plan billed monthly. Adding a client that way costs less than adding a Xero organisation at $25 a month, and the Xero Early tier caps you at 20 invoices and 5 bills anyway. |
| FreshBooks | Dext is built for document volume rather than billing, pulling receipts, bills and supplier statements in and pushing coded data out to the ledger. FreshBooks Lite, at $23 a month for five billable clients, treats receipt capture as one feature among many, and its payroll add on is a further $40 a month plus $6 per user. |
| TaxDome | Dext is the narrower purchase: per client pricing on an annual plan, a 10 client minimum and a 14 day trial to test it. TaxDome sells per seat by commitment length, from $800 a year for Essentials on a one year term to $1,200 for Business, with temporary seasonal seats at $100 a month, which only pays off if you want the whole practice suite. |
| Veryfi | Veryfi’s paid tier begins at a $500 a month minimum commitment, free up to 100 documents and then $0.16 an invoice or $0.08 a receipt. Dext’s entry plan is $25.21 a month for 250 documents, which is a commitment a small firm can actually sign off. |
Cons
| Competitor | Cons of Dext |
|---|---|
| QuickBooks Online | Dext keeps no ledger, so there is no invoicing, bank reconciliation or payroll in it and it only makes sense beside a subscription that has them. QuickBooks’ own tiers run to Plus at $115 and Advanced at $275 a month for five and 25 users, with receipt capture already included. |
| Xero | The partner pricing that makes Dext cheap per client carries a 10 client minimum, so a bookkeeper with three clients still pays for ten. Xero’s Growing plan at $55 a month already handles bills, bank feeds and reconciliation for one organisation, which can be enough on its own. |
| FreshBooks | FreshBooks invoices clients, tracks time and runs projects inside one subscription, so a freelancer who adds Dext is paying two bills for one workflow. Dext has no invoicing or time tracking at all, and its per client model is priced for practices rather than one person businesses. |
| TaxDome | TaxDome’s seat price buys practice management, one client login across tax and bookkeeping and unlimited paid seats, and its own comparison names the tools it replaces, from SmartVault at $480 per user a year to Karbon at $1,068. Dext stops at document capture and hands the data to whatever ledger you use, so a firm still needs a portal and a workflow tool. |
| Veryfi | Veryfi charges per document, $0.16 an invoice and $0.08 a receipt, with volume discounts past 10,000 a month and SDKs for building capture into your own product. Dext sells finished plans measured in documents, clients and users, so a high throughput or embedded workflow pays for packaging it does not need. |
Reviews
- Software Advice Review (Rating: 4.3/5): Dext Software made expense claiming “a lot easier” for one reviewer, who liked checking summaries against payslips and bank statements. Fast uploads and accurate conversion of bank statements from .pdf to .csv helped with cloud accounting, and subscription tiers offered solid value. Some users struggled with a confusing setup process and reported that live chat promised follow‑ups that never arrived.
- Trustpilot Review (Rating: 4.7/5): The app captures figures even from poorly taken receipt photos, and one customer rated it “10/10.” Support resolved a 2FA issue after a contact number change via email, and staff such as Elena guided subscription transfers with screenshots. A few users reported misclassified Stripe and QuickBooks transactions each year and criticized the “Live chat” as feeling like “Offline chat.”
- Capterra Review (Rating: 4.3/5): 84% of reviewers express positive sentiment, and the product holds a 4.3 overall rating with 4.2 for ease of use and 4.1 for features. The likelihood to recommend score sits at 6.5/10, while customer service trails slightly at 3.8.
- G2 Review (Rating: 4.5/5): Dext Software earns praise for ease of use and strong time-saving impact. Feedback highlights how it streamlines receipt management and integrates smoothly with other tools.
- Gartner Review (Rating: 4.4/5): Gartner Peer Insights lists Dext at 4.4 out of 5 from a small pool of 7 ratings in the expense management and accounts payable markets.
