Dext Features
Expense Reports (7)
Ease of Creating Expense Reports
Based on 42 Dext reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Based on 36 Dext reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements
Smart Categorization
Based on 32 Dext reviews. Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
Based on 47 Dext reviews and verified by the G2 Product R&D team. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
Based on 34 Dext reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
Enables easy entry of expenses in other currencies and converts to expense report currency This feature was mentioned in 26 Dext reviews.
Credit Card Integration
Based on 35 Dext reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional)
Mobile (2)
Receipt Capture
Based on 45 Dext reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Based on 23 Dext reviews and verified by the G2 Product R&D team. Allows users to track mileage from mobile device using maps or GPS.
Administration (5)
Business Tool Integration
Based on 43 Dext reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 40 Dext reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets 21 reviewers of Dext have provided feedback on this feature.
User, Role, and Access Management
Based on 43 Dext reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
Based on 30 Dext reviews and verified by the G2 Product R&D team. Complies with PCI security standards
Platform (11)
Reporting
Based on 39 Dext reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
APIs / Integration
Based on 41 Dext reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Based on 33 Dext reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 46 Dext reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Based on 42 Dext reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Embedded AI / Machine Learning
Offers embedded AI/machine learning 28 reviewers of Dext have provided feedback on this feature.
Complex Approval Workflow
Based on 33 Dext reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures
Accounts Payable (1)
AP Automation
Steamlines data entry by auto populating recurring or predefined vendor values
Reporting & Analytics (1)
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Integration (4)
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Accounting
Provide integration with accounting and financial management software
Setup (2)
Vehicles
Manage various types of vehicles used for business travel such as company cars or cars owned by employees.
Employees
Identify the employees that use vehicles for business travel.
Tracking (3)
Mileage
Track traveled distances by employee, vehicle, location, or time period.
Logs
Ability to automatically generate IRS compliant travel logs.
Automation
Define travel start and stop times to track miles automatically.
Reimbursement (2)
Expenses
Allow employees to track expenses related to business travel such as gas bills.
Workflows
Provide business rules for calculating reimbursements per employee.
Invoice Generation (3)
Templates
Provide standard invoice templates that can be customized by users
Digital Invoices
Ability to convert invoices to digital formats such as PDF
Recurring Invoices
Automatically generates invoices at pre-defined time intervals
Invoice Processing (4)
Approvals
Include workflows for approvals of invoices or payments
Batch Processing
Process multiple invoices without human intervention
Consolidation
Allow users to consolidate multiple invoices into one
Match Invoices
Match invoices with purchases and sales orders, as well as with payments
Analytics (2)
Due Dates
Track invoices based on due dates to identify overdue payments
Cashflow
Analyze variations between incoming and outgoing cash
Cash Flow (2)
Income and Expenses
Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Operating System (3)
PC Operating System
Supports Microsoft Windows operating system
Mac Operating System
Supports macOS operating system
Linux Operating System
Supports Linux operating system
Document Processing (5)
File Type
Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)
Data Extraction
Processes data from unstructured and semistructured data sources
Mobile Capability
Allows for mobile upload of documents and images
Intelligent Processing
Provides AI and machine learning tools to accelerate data analysis
Image Enhancement
Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)
Platform Additional Functionality (3)
Integration
Integrates with other applications to support document storage, document management, process automation and/or workflow management
File Conversion
Supports the conversion of uploaded documents to other file types
Windows and Mac
Supports operations on both Windows and Mac
Communication (2)
Client Portals
Provide portals for customers to communicate with accountants
Automation
Based on 10 Dext reviews. Automate client requests and reminders
Visibility (6)
Job Status
Know where every job stands, who’s working on what, and what’s being said to clients
Metrics
Track/uncover metrics to improve firm decisions and efficiency
File Organization
As reported in 10 Dext reviews. Share, save, and organize files
Audit Trail
Based on 10 Dext reviews. Provide a detailed audit trail
Notifications
Receive real-time notifications via email and/or IM about new assignments, updates, and due dates
Integrations
Manage integrations for accounting, project management, email, data integration, or similar platforms
Platform - Mileage Tracking (2)
Reporting
Able to access dashboards and download logs and expenses in report format by managers or administrators filed by employees manually or automatically. Helps in documenting and filing.
Customer Support
Assist users with questions and concerns to ensure a smooth sailing experience for monitoring and generating reports.
AI (4)
Data Extraction
Uses AI to automatically input data from receipts, invoices, and other documents
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
Support Chatbots
Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Mobile Applications - Accounting (4)
Cloud Integration
Enables synchronization of accounting data across devices in real-time
Notifications
Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices
Agentic AI - Expense Management (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Mileage Tracking (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
What are logs and why is it important as a software feature? Our G2 guide can help you understand logs and popular software with logging features.
Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure.




