Nik G.
NG
Nik G.
Small-Business (50 or fewer emp.)
"Effortless Receipt Management with Dext"
5/5
What do you like best about Dext?

I use Dext for receipt extraction and Making Tax Digital for sole traders and landlords. I appreciate how it makes it extremely easy to upload receipts and publish to other accounting software. I really like the auto extraction and AI functionality. On Dext, I can set up rules and auto publishing, which saves a lot of time compared to manual processing. The AI also makes suggestions for what the expense may relate to. I find Dext much better and simpler to operate than QuickBooks MTD. The initial setup was very easy, taking just a few minutes. Review collected by and hosted on G2.com.

What do you dislike about Dext?

Dext doesn't have bank reconciliations. It would be better if you can cancel subscriptions immediately rather than on an annual basis. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

Nik, sounds like auto publish and the AI suggestions are doing exactly what they should for your MTD workflow. On bank reconciliation, Dext is not built to replace that step entirely, but with Xero or QBO connected, it highlights unreconciled items so nothing slips through. On cancellations, annual plans do tend to work out cheaper if that timing flexibility matters less to you. Since you are already covering property and sole trader expenses, mileage claims might be worth a look too as you can log business travel directly in Dext using standard reimbursement rates instead of tracking it separately. Thanks for your review.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Crucial Time-Saver for Bookkeeping, with Seamless Xero & QuickBooks Online Integration"
5/5
What do you like best about Dext?

Dext has been crucial in helping me expand my bookkeeping practice. It saves me a lot of time on the more mundane, basic bookkeeping tasks. The integration with Xero and QuickBooks Online is seamless, and my clients are beginning to get comfortable using it. I’ve also just started using Dext AI Assist, and I’ve found it adds even more time savings and improves the service I can provide to my clients. Review collected by and hosted on G2.com.

What do you dislike about Dext?

The pricing can be a bit problematic when discussing using Dext and other software with potential clients, but I can generally work around this within my pricing structure. The performance of the Fetch connection service, however, needs considerable improvement. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

It is fantastic to hear that Dext is proving instrumental in scaling your bookkeeping practice, particularly with the time savings found through our Xero and QuickBooks Online integrations and AI Assist. Regarding your pricing feedback, many firms find that incorporating the software cost into their broader service packages helps clarify the value to clients. On the Fetch connection issues, these stability gaps are frequently tied to updated supplier security protocols like 2FA; checking your login details or re-linking the source usually helps, but please do flag any persistent portal errors to support. Since you are active in Xero and QBO, you might also want to try Dextension, which lets you view original document data and historical coding directly within your accounting ledger.

David W.
DW
David W.
Small-Business (50 or fewer emp.)
"Efficient Document Management, Slight OCR Delay"
5/5
What do you like best about Dext?

I use Dext for extracting data from purchase invoices and receipts, which saves me time from manually entering the information and importing documents. I like the simplified views, as well as the archive and vault features for document storage. The archive feature allows me to keep copies of statements or other documents not necessarily being published to accounting software, while the Vault feature is great for storing important documents like insurance policies. The initial setup of Dext was very easy, and I appreciate how it integrates with QuickBooks and Xero. I would definitely recommend Dext to a friend or colleague, as I already have. Review collected by and hosted on G2.com.

What do you dislike about Dext?

Sometimes the speed of the OCR is a little slow depending on the time of day. The time it takes from scanning to processing to inbox later in the day appears a lot slower to reach the inbox. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

David, really appreciate the review, glad to hear Dext is delivering time savings and that Archive and Vault are proving useful for your document storage. The OCR speed dipping later in the day is a fair point; extraction times can fluctuate when processing volumes are at their peak. For urgent items, you can pull them from the processing queue into your inbox to code manually, or use the Boost feature to prioritise them. Since you are already utilising Vault for organisation, it is worth setting up supplier rules so your recurring invoices are categorised automatically, further reducing the need for manual input each time.

Lileen V.
LV
Lileen V.
Small-Business (50 or fewer emp.)
"Processing paper a thing of the past"
5/5
What do you like best about Dext?

I love how Dext digitizes all paperwork, which means no more manual processing of till slips, supplier invoices and customer invoicing. Also, no more files with tonnes of paperwork. SARS acknowledges the validity of information saved on Dext in an electronic format. The ability to immediately see how much work is waiting for each client helps me prioritize my day efficiently. I appreciate the presetting of GL coding and supplier details, making the transfer of information effortless to the accounting platform. It's amazing that invoices can be set on auto publish, transferring directly to my accounting package without needing to touch a single key. Review collected by and hosted on G2.com.

What do you dislike about Dext?

In the beginning, the app was very simple and easy to understand, but it has grown tremendously and keeps on getting new functionality. I would have liked a training program that is continuously updated as Dext grows that is split up into small, manageable increments of no more than 15 minutes each, with a little test at the end to test your knowledge. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

Lileen, really appreciate the comprehensive feedback; it is fantastic to hear that auto-publish and GL coding presets are driving such efficiency in your practice. Regarding your point on continuous training, we understand that rapid product growth requires manageable learning paths, which is why Dext U now offers eighteen modular sessions designed to be completed in short increments. To further optimise your bookkeeping workflows, it is also worth exploring AI Assist, as it learns from your historic patterns to suggest automation for repetitive tasks while ensuring you remain in total control of the final output.

Victoria P.
VP
Victoria P.
Small-Business (50 or fewer emp.)
"Accurate Bookkeeping with Robust VAT Checks, Needs Simpler User Management"
5/5
What do you like best about Dext?

I really appreciate how Dext saves me time and increases the accuracy of my bookkeeping. The feature that ensures VAT codes are correctly used and verifies VAT numbers on suppliers has been incredibly helpful. I also love the data insights feature, which helps me ensure my bookkeeping is accurate and reliable by flagging errors and assisting with problem-solving in Xero, making it very useful and time-saving. The integration with suppliers like Amazon Business is a massive time saver. Additionally, setting up Dext was very easy. Review collected by and hosted on G2.com.

What do you dislike about Dext?

I found the user management side a little bit more complicated. It took me a while to get a few issues resolved. To make it easier to see, on the practice side how you can make sure adding users is available, and how you can make sure to have the client list always updated. So if you're invited in or taking over a sub, it took me quite a while to resolve rather than it being a quick fix. Also, there's a lot to it as it's a big product, and taking time out to learn it was more difficult. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

Victoria, sounds like the VAT verification and data insights are doing real work keeping your bookkeeping clean. The user management friction you mentioned usually comes down to permissions on the inviting side, since admins set privileges according to role, worth raising the specifics with support so they can walk you through the quickest path for your setup. To further enhance your efficiency, it is worth exploring AI Assist, as it learns from your historic coding patterns to suggest automations for repetitive tasks while you maintain total control. We also recommend checking out Dext U Certification, which offers a modular library of demos to help you discover additional tools that could drive even greater time savings. Thanks for your review.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Effortless Data Capture and Quick Setup"
4.5/5
What do you like best about Dext?

I like that Dext speeds up the process by not having to chase after information. It allows for quick and accurate capture of client information. I appreciate its accuracy and the ability to stop doing tickets. The data capture feature is very good and accurate, and clients find it very easy to use. I also find the process very simple to set up, and clients found it easy to download. Review collected by and hosted on G2.com.

What do you dislike about Dext?

Dext could improve by developing DexSolo further, particularly by adding a bank reconciliation function in Solo. This would be really helpful, especially for the year-end process when completing the annual accounts. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

We're thrilled to hear that Dext has helped you speed up processes and eliminate the need to chase down details. We appreciate your suggestion for improving Dext Solo. Bank Match in Dext Solo lets you reconcile bank transactions with cost and sales items in your Solo client's account. Dext identifies potential matches automatically, and you review and confirm them; you can also match transactions manually when no suggestion is found.

Matching a transaction to an item marks it as paid and prevents duplicate entries in tax reports. Matched transactions are also visible from the Costs and Sales inboxes, and the Match column shows the match status for each item alongside its other details. On the closing balance point, that's on the product team's radar and a running balance for statements is in progress, though I can't give a firm date yet. Thanks for your review.

Shirley H.
SH
Shirley H.
Company Owner
Small-Business (50 or fewer emp.)
"Accurate Data Capture and Supportive Team"
4/5
What do you like best about Dext?

I like that Dext is much more accurate than others I've tried, such as Apron and Hubdoc. My account manager and the support teams are very helpful and kind, which makes a big difference when I need assistance. I enjoy the way I can bring in large numbers of invoices using my ScanSnap scanner, as it makes handling a lot of documents much easier. Additionally, the one-on-one training sessions provided by my account manager were very good and helped me greatly despite the initial setup being a bit hard. Review collected by and hosted on G2.com.

What do you dislike about Dext?

I need to be able to enter quantities into most transactions for my work in agriculture, and it would be great if this could be part of the main entry screen without needing to use data extraction. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

Hi Shirley, We're glad to hear that you find Dext accurate and helpful, and that our support team has been supportive. We appreciate your feedback about the need to enter quantities into transactions, and we'll take that into consideration for future improvements. If you haven't tried it yet, it is also worth exploring AI Assist, as it learns from your coding patterns to automate repetitive bookkeeping tasks while you stay in control. Thanks for your review.

Tina A.
TA
Tina A.
Small-Business (50 or fewer emp.)
"Effortlessly Streamlines Client Paperwork"
5/5
What do you like best about Dext?

I love how Dext makes my life very easy by eliminating paperwork and saving time on filing, while ensuring all invoices are attached to each transaction published to accounting software. I most like the time I save from not having to visit clients to collect papers and the flexibility to work from anywhere I travel. Everything about Dext is good and it makes our life very easy. The initial setup was also very, very easy. Review collected by and hosted on G2.com.

What do you dislike about Dext?

Nothing , Dext is amazing Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

Thanks for the wonderful review, Tina! Great to hear Dext is saving you time, keeping invoices attached when you publish, and letting you work anywhere.

Since you're often on the move, it's worth exploring mileage claims in the mobile app (manual or GPS-tracked). For even more efficiency, Dext AI Assist can learn your team's bookkeeping patterns and suggest updates like category, tax, and description to reduce manual edits. Supplier Rules are also great for automating repeat merchants.

Thanks for your review!

Nathan S.
NS
Nathan S.
Small-Business (50 or fewer emp.)
"Efficient Receipt Capture, Needs CIS Module Improvement"
4/5
What do you like best about Dext?

I use Dext for bookkeeping and accounting data capture for my accountancy practice. I really like the receipt extraction feature, as it captures receipts and connects to clients' banks, making the process easy for us. Additionally, I have started learning the MTD module, which is proving to be valuable. The initial setup was very easy, and I appreciate that. Also, I find it helpful when representatives like Davide Grade go the extra mile in assisting customers, even when on holiday. Review collected by and hosted on G2.com.

What do you dislike about Dext?

The CIS module captures net sales when pulled from the bank. Normally, our CIS clients don't do sales invoices as their customers do reverse sales invoices. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

We're glad to hear that you find Dext's receipt extraction feature and bank connection helpful for your accounting practice. We appreciate your feedback about the CIS module and will take it into consideration for future improvements. Thanks for your review!

Marie A.
MA
Marie A.
Client Accountant
Small-Business (50 or fewer emp.)
"Virtually Automated Bookkeeping with Dext"
5/5
What do you like best about Dext?

When used correctly, Dext makes bookkeeping feel like a virtually automated exercise :) No more attaching invoices and re categorising and matching to bank payments its all done seamlessly through Dext. Review collected by and hosted on G2.com.

What do you dislike about Dext?

The Fetch function is a work in progress through no fault of Dext but them trying to get round the 2nd factor authorisation that a lot of online accounts now have. Review collected by and hosted on G2.com.

Response from Miguel Mendez of Dext

Hi Marie, Thank you for the 5-star review. It's great to hear that Dext is making bookkeeping feel virtually automated. That's the benefit of bringing AI into bookkeeping while keeping you in control.

Regarding Fetch, it comes down to the security measures used by supplier portals. As more providers introduce 2FA and additional security steps, it can prevent automated fetching until a supported connection method is available. We continue to monitor and maintain connections as portals evolve, and the best place to check what is currently supported, along with your connection status, is the Fetch connections list in your account. We're also exploring and developing other solutions. For example, our API integration with Amazon Business allows paperwork to flow directly into Dext through an API connection.

Thanks again for your review and for using Dext!