The automation is very helpful. It saves time when documenting expenses by quickly extracting receipt data, and it makes AR and AP easier thanks to its integration with Quickbooks. Instead of having someone manually review items and record all the details, it only takes a few seconds to upload a receipt, have the information automatically extracted, and get it published.

This is especially useful across teams where employees incur expenses as part of their work. I’ve also found the mileage tracking tools helpful for employees who use their personal vehicles while working and need reimbursement. It saves them from having to do extensive calculations for fuel mileage and other vehicle-related expenses. Review collected by and hosted on G2.com.

Dext has some limitations on which file formats can be uploaded, which sometimes means we have to convert documents before submitting them. For example, one of my clients uses Dext to help track their accounts receivable. They issue invoices in Excel format, so before uploading them to Dext for automatic tracking, I need to convert each invoice to a PDF first. Review collected by and hosted on G2.com.

Dext is a great tool that gets used a lot both internally at the firm and externally by clients and allows us to be able to continue supporting our clients to our full potential.

Specific features I enjoy and love to share with my clients is the UI. It's very user friendly and clients often appreciate being able to upload documents via different and convenient methods like the app, whatsapp, email, etc.

The integrations, in particular with accounting software makes for a very seamless experience for the client and a very valuable one for us at the firm.

The newer AI features are a huge plus for the team as it allows us to continue to streamline, automate, and save on manual tasks which in turn saves on time.

Additionally, having the Dext team come and do an in-person session with us is always so valuable as we're able to connect directly and use real life examples, and learn about new features and how to utilize them, give and get real time feedback. Review collected by and hosted on G2.com.

One minor thing is the mobile app limitation in comparison to the desktop Review collected by and hosted on G2.com.

The UI is pretty straightforward, which makes it easy to use. The AI is decent overall, even though there are a few hiccups here and there. Review collected by and hosted on G2.com.

The pricing is honestly the biggest downside to Dext. While the per-client cost isn’t too bad, the mandatory minimum of 10 clients is a deal breaker. I only have a few clients (around 3–4) who actually need Dext’s help with bookkeeping, so being forced to pay for another six clients I don’t need is simply too much. Also, sometimes the AI fails to detect the amounts in receipt, to the point where I have to review every single receipts and invoices to ensure that every amount is entered correctly. For instance, sometime the AI will fail to detect HST paid completely, which just increases overall time spent. Review collected by and hosted on G2.com.

What I like best about Dext is how much time it saves me on data entry. Instead of manually keying in every receipt and invoice, I just snap a photo or forward the email and it pulls the supplier, date, amount, and tax details automatically. The extraction accuracy has gotten noticeably better over time, and it syncs straight into Xero and QuickBooks, so my clients' books stay current without me chasing paperwork. The mobile app is clean and easy enough that even my less tech-savvy clients can submit receipts on the go. Onboarding was straightforward, and when I've had questions, support has been responsive. For the amount of manual work it removes, the pricing pays for itself pretty quickly across a client portfolio. Review collected by and hosted on G2.com.

The biggest downside is that the extraction isn't perfect, so I still have to review and correct items now and then, especially with unusual invoice layouts or handwritten receipts. It can occasionally misread amounts or pull the wrong tax code, which means I can't fully trust it without a quick check. Every so often the sync with Xero lags or an item gets stuck, which takes a few minutes to sort out. None of these are dealbreakers, but they're the rough edges I run into. Review collected by and hosted on G2.com.

It has been imperative to our Firm's progression and growth within the industry. The auto publish and supplier statement features are incredible at improving efficiencies throughout all of our clients. Kyle and Charmaine who work for Dext are always on hand for support and are incredibly quick to reply - the service from these two is so important. Whilst it is a large cost to cover, we have found the number of staff we have been able to train and progress on to more complex work as a result of them not being stuck analysing paperwork has been one of the main reasons our company has grown so much over the last 10 years. Review collected by and hosted on G2.com.

There are very few features we dislike, however I would say we have some issues integrating with other software, such as Kashflow. Review collected by and hosted on G2.com.

I love that it keeps a digital record of all submitted receipts. It also pulls information from the receipts we submit, which speeds up the process of entering details into our accounting program (for us, this is primarily QBO). I also use the Dext Extension and being able to quickly review expenses within QBO with a side by side view of the attached receipt saves me so much time. We've recently been utilizing the statement reconciliation feature more and truly appreciate how quick it is to identify missing items. I've heard feedback from clients as well about how much they appreciate this. Using rules for some of our farm files which have to split utilities between a percentage of personal and business use, this has sped up the processing of all utility expenses as Dext handles the split automatically. Review collected by and hosted on G2.com.

Our province has both GST and PST. When we want to use the proper tax code for easier analysis from our accounting program, there’s no way to override the tax amount if the rounding is even slightly different from what’s on the receipt. At that point, we’re forced to use the extracted amount. We have a few clients where we do a detailed GST analysis every month, so we try to apply the correct sales tax code to make that process faster. However, the tax amount seems to be hard-coded, and the only fields you can adjust are the net and gross amounts. Review collected by and hosted on G2.com.

What I like most about Dext is the amount of time it saves me on bookkeeping. Receipt and invoice capture is fast and accurate, and the automated data extraction cuts down manual entry significantly. The platform is straightforward to use, integrates smoothly with accounting software, and makes it much easier to keep financial records organised and up to date. Overall, it streamlines expense management and helps me work more efficiently. The pricing is competitive and the support you get is brilliant. Review collected by and hosted on G2.com.

One area for improvement is that the data extraction occasionally requires manual corrections, particularly with more complex or lower-quality receipts. It would also be helpful if some features were more intuitive for new users, and processing times can sometimes be a little slower during busy periods. Overall, these are relatively minor issues and don't outweigh the time-saving benefits the platform provides. Review collected by and hosted on G2.com.

What I like most about Dext is how easy it makes it to manage receipts and expenses. It saves me a lot of time by automating data entry, keeping everything organised, and making it straightforward to find the information I need whenever I need it. Review collected by and hosted on G2.com.

The manual splitting of line items can be a little time-consuming, especially when dealing with invoices containing multiple products or VAT rates. It would also be better if automated extraction was included as standard with accounting software, rather than being an additional cost for businesses. Review collected by and hosted on G2.com.

We run finance teams for a large number of high growth SMEs, so we roll Dext out across a whole book of customers rather than a single business. That makes adoption the thing we care about most, and it is where Dext earns its place. Setting up a new customer takes minutes, and the people submitting the paperwork, who are not finance people, pick it up without us having to train them. Extraction on invoices and receipts is accurate enough that what lands in Xero needs very little correction, and statement reconciliation through Dext saves us real time at month end. The product also moves. We get meaningful updates regularly rather than a roadmap that never ships. Review collected by and hosted on G2.com.

There is no proper expense management layer with approval workflows, so anything involving employee claims or a sign off chain has to happen outside Dext and then come back in. For a tool that already owns the document capture step, that is a gap worth closing. Review collected by and hosted on G2.com.

Dext is easy to set up for clients and offers great features, including strong integration with Xero and reliable bank statement extraction. Support has also been excellent — our account manager and team have been responsive and helpful throughout. Review collected by and hosted on G2.com.

There aren't too many downsides overall. Cost is a factor — it's a meaningful expense for the practice as a whole, though we did trial a competitor and found it wasn't the right fit for us either. On the AI component, we felt we weren't given sufficient time to properly test and evaluate whether it was working well before committing to paying for it — though that's more a reflection on our own internal process than on Dext itself. One other issue we've noticed is that Euro VAT transactions can come through into invoices, and there's no global/overall setting to lock this down or restrict it, which would be a useful control to have. Review collected by and hosted on G2.com.