Dext Reviews & Product Details

I like being able to see the emails alongside the documents that were submitted. I also appreciate that I can copy and paste information directly from the document into the fields where I need to enter it. Review collected by and hosted on G2.com.

Not much else comes to mind, but overall I think it’s fairly user-friendly, which is nice. Review collected by and hosted on G2.com.

The interface is very user-friendly, and it pulls data from invoices quite well, including any extra details (for example, what the invoice was for). I find it easy to navigate, and I’m able to have multiple windows open at the same time. Overall, it’s great. Review collected by and hosted on G2.com.

When I update a nominal ledger code in Sage or Xero, I have to refresh the connection every time. Sometimes, if I’ve made multiple updates without realising it, I end up having to refresh three or four times. Review collected by and hosted on G2.com.

Dext allows me to annotate and archive financial documents for my bookkeeper. It saves me so much time and eliminates ambiguity.

It is simple to use and endlessly flexible. Review collected by and hosted on G2.com.

Some of the new AI integrations are annoying and I think they slow the platform down. I would like to opt out of the AI if possible.

Sometimes the AI suggestions are inaccurate. I also find that the system takes longer to process documents now that it uses AI. Review collected by and hosted on G2.com.

I use the receipt capture functionality in Dext, and what I like most is its ability to extract information from receipts and its flexibility around upload methods. It avoids me having to manually review documents, and it makes sure dates and amounts are correct. I use the rules function fairly heavily to make sure transactions get coded to the right category and the VAT treatment is correct. It definitely saves time. I have all of my clients actively use the app and the email in features for costs. I then use the rules function, coupled with the fairly new Dext AI Assist module, to make sure things get coded up correctly before they are fed into QuickBooks. Currently the rules save me the most time. For one of my clients, their P&L is fully costed out amongst employees in the business, and the rules function allows me to split costs amongst different employees. When you're splitting out to around 10 different employees, this helps massively. I also like how the client can put a description in the email and that is then visible within Dext. I have it linked up to QuickBooks and Xero. Setup was pretty intuitive, and it's easy enough to set up each new client. Review collected by and hosted on G2.com.

As touched on above, when setting up smart split rules, it would be good if the percentage column had some automation. I do wish that Dext had a functionality to equalize the % for each line. Currently when creating the rule, if the number of employees changes, I need to re-enter the percentage split. Review collected by and hosted on G2.com.

Dext has really helped us streamline our clients’ processes. It’s far superior to other tools we’ve used, like Hubdoc. Over the past 13 years, we’ve also seen much greater receipt-capture accuracy. Review collected by and hosted on G2.com.

From a partner point of view, its the inability to control clients using Paid for abilities, like line extraction or statements. As the subscriber and payer, we should have more control of this and have the ability to switch on and off these features and possibly even setting our own caps, to avoid clients going over the top in usage. Its one part of Dext over the past few years i've not liked. We are giving clients a blank cheque and the ability to spend our money which we then need to get back from the client. And Dext is facilitiating this. There must be more control for the subscriber (Partner) to stop clients freely using paid for items on Dext. This is probably my one big issue with Dext at the moment and i have voiced this many times, but never been heard as i assume its not seen as an issue - but it makes no sense to put the liabillty on the Partner when we have no control on what our clients can do beyond our agreed subscription price (extras). Review collected by and hosted on G2.com.

I use Dext to digitize and extract data from clients' costs, sales, and bank statements. I love the ease of use and the many different ways I can upload documents. It's convenient to use both in the office and on the go since we can scan documents ourselves or the client can do so from their phone, saving us man hours. Setting up Dext was super easy, just sign up for a trial and you can start immediately. Review collected by and hosted on G2.com.

There's no way from the mobile app to upload pictures of bank statements for data extraction. That has to be done on the desktop. Review collected by and hosted on G2.com.

I like Dext because clients can easily upload their information, and it arrives with little fuss. It extracts data and suggests what the bill is, which is pretty useful. Setting up supplier rules and auto-publish is a huge time saver for me. These features reduce manual processing by having bills from regular suppliers published straight into our accounting software, Xero, eliminating the need for manual invoice checks. Also, the extraction and AI features brought in over the last couple of years significantly improved productivity. Overall, it's really easy for our clients to use, and it just works well for them. Review collected by and hosted on G2.com.

I think that the overall practice visibility retrieving the data could be a little bit better. I'd like to be able to run reports and see how we're doing on the auto publish based on a previous time period. So a bit like a comparative report. So that I can see that we're going in the right direction and that percentage of auto publishing is increasing and not decreasing. Review collected by and hosted on G2.com.

This system makes my accounting work so much easier, and I save a lot of time thanks to Dext. Dext is an important Accounting Software support for my work Review collected by and hosted on G2.com.

I don’t dislike anything about it. I’m able to complete my work seamlessly, and I would find my bookkeeping far more laborious without Dext. Review collected by and hosted on G2.com.

I like Dext's reliability and its ability to learn from previous submissions. The customization within each client setting is also a big plus, especially being able to set up supplier rules and automation. This makes the process much more trustworthy and fast. I find it saves a huge amount of time in tasks like supplier statement reconciliation, particularly with multi-line invoicing. Dext's ease of initial setup is another feature I appreciate, having tried and always returned to it from other apps. Review collected by and hosted on G2.com.

We don't use a lot of the features that have additional cost implication Review collected by and hosted on G2.com.

I like how easy it is to set supplier rules but also the expense claims function performs really well and smoothly with the receipts submitted into Costs. Review collected by and hosted on G2.com.

I don't like how difficult it is to upload a duplicate receipt/invoice. Sometimes it is necessary to upload a duplicate but Dext flags it as a duplicate and auto archives it, which is then also hard to trace. Review collected by and hosted on G2.com.