Dext Reviews & Product Details

I love how easy Dext is to use and set up, and how inexpensive it is for clients. It lets us quickly and efficiently process invoice data into accounting systems like Xero without manually coding it, and MTD submissions are a breeze. I love the AI assist, which lets us create specific rules for niche roles and industries and automate our invoicing processing. We can fully automate everything and streamline the system. The support team is right on the case and solves issues really quickly and easily. Review collected by and hosted on G2.com.

I’d like more AI Assist rules. We’re loving them already, but the cap of 50 per client can be quite easy to hit. I’d also like to set them up for NHS clients across their 200 income streams, with how to code each one, which could make our workflow 100% automated. Review collected by and hosted on G2.com.

I like how easy Dext is to use and how simple it is for our clients to understand what they need to do to help us help themselves. The agents work in the background to sort things out and make the process smoother, which saves us time. I feel like Dext is ahead of some other software in its use of AI and time management. I also like how easily it links with Xero and checks things in the background. I love that the bulk feature was introduced so important things can be saved there. Saving time gives us some time back for a better work-life balance. It’s just great software. Review collected by and hosted on G2.com.

I find that some of the agents need training. They sort of override previous roles, though it’s a new thing we’re testing and seeing how it goes. Review collected by and hosted on G2.com.

The receipt and invoice capture is really practical, and the integrations with Xero make the whole process much smoother. It’s one of those tools that actually reduces manual work instead of creating extra steps. I also think it’s very user-friendly for accountants which is not always easy to achieve. Review collected by and hosted on G2.com.

One thing I dislike about Dext is that the OCR is not always consistent, especially with low-quality receipts or complex invoices, so manual corrections are still needed sometimes. Pricing can also become expensive as usage grows. I also think some workflows could be more flexible, especially when dealing with exceptions or unusual accounting cases. Also, when invoices are sent as CSV files, they usually need to be converted into PDF format before uploading, which creates an extra manual step. Review collected by and hosted on G2.com.

As both a fractional finance director and an accountant/bookkeeper, I’ve set up Dext for a number of clients—some where the client uses it directly, and others where I use it on their behalf. Clients pick it up very easily, and it improves the quality of their work while also saving them time (often saving multiples of the subscription cost).

The new AI Assist should improve accuracy and time savings even further. I've had very limited need for support but Davide Grande has been a great help in seeing what can be achieved with both AI Assist and Dext Solo (for my Making Tax Digital for Tax clients).

Supplier rules are very easy to set up, and save a great deal of time as well as improving consistency/accuracy.

As a user, it's the best software for inputing invoices & bills that I've used, the processing is quick and I've never experienced any system downtime.

I heartily recommend checking this out. Review collected by and hosted on G2.com.

I'm an accountant so always fee focused - there are aspects that, due to the size of my clients, that I refrain from using (health scores, line-by-line splitting) that I'd love to see included. As with any software, always fearful of future price rises! Review collected by and hosted on G2.com.

I like that it saves us hours of manual admin each week thanks to its seamless integration with Xero, QuickBooks, and Sage. I also like the intelligent data capture, which lets us scan, email, or snap photos of clients’ receipts and invoices through the mobile app. It automates manual data entry and saves us time, is HMRC compliant, and provides real-time insights into clients’ cash flow and spending. Review collected by and hosted on G2.com.

The mobile app feels limited and is missing several features that are available on the desktop version. Statement extraction from UK banks can be hit and miss, and the PDFs can be unreliable. Customer support response times are also too slow; it can take up to 48 hours to receive a reply, which isn’t acceptable when we have urgent bookkeeping queries. Finally, the cost of Dext can be quite high for some of our low-volume clients, and it can end up outweighing the time saved compared with other competitors. Review collected by and hosted on G2.com.

It is quick and intuitive to navigate around the software. The multiple methods of document submission suit both the client and our team, and the available automations and computer learning for coding and publishing help streamline the bookkeeping process. Dext is fast at processing documents, and the included client expense management has been a great offering. Support with Dext is consistently superb and always quick to respond. With our client bundle, the cost for both Prepare and Precision is extremely reasonable. The adoption by our team with Dext has been excellent and it has far surpassed the software we used before. Dext is an exciting, progressive software who are always developing the product. Review collected by and hosted on G2.com.

The bank statement extraction does not always work well. Review collected by and hosted on G2.com.

I like that Dext is really user-friendly for our clients, making it easy for them to use without needing to log in every time. The open point-and-click functionality increases client engagement. I appreciate the statement extraction feature for getting bank statements when direct feeds aren't available. The ease of use is a big plus for our clients, which is one of the reasons we switched from Hubdoc to Dext. The initial setup was very easy, which made transitioning smooth. Review collected by and hosted on G2.com.

The Expense reports could be a bit more robust Review collected by and hosted on G2.com.

Dext has made managing receipts, invoices, and expenses much more efficient for me. I particularly like how easy it is to upload documents and have the key information extracted automatically, which saves a significant amount of manual data entry. I also appreciate that it has the facility to save documents, so everything is kept in one place. The software integrates well with the accounting software, which helps keep my records consistent. Overall, it saves time and makes the whole process straightforward. Review collected by and hosted on G2.com.

Increased telephone support when new rules are implemented, such as MTD, Review collected by and hosted on G2.com.

Simple to use and user-friendly, with accurate results. It integrates seamlessly with QuickBooks Online and offers good reporting, especially for accounting firm users. The AI enhancements are also making the tool even more powerful. Review collected by and hosted on G2.com.

The billing setup is somewhat frustrating. I’m charged based on a projected number of clients rather than the actual number. For example, if I sign up for 100 clients but only have 90 active clients, I’m still paying for the 10 clients I don’t have. Review collected by and hosted on G2.com.

It handles a wide range of tax rates and codes, along with multiple currencies. On top of that, there are several convenient ways to upload receipts and other documents. And it makes posting to QuickBooks and attaching the original document a snap! Review collected by and hosted on G2.com.

Sometimes it doesn't get the currency right and I have to overwrite the fields Review collected by and hosted on G2.com.