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.

Fairly easy to use (intuitive), does a good job of extracting data, support is reliable and responsive, able to use extracted data for claims review, like the interface where invoice and related data shows on one page Review collected by and hosted on G2.com.

As we only use it as a portal for claimants to load invoices, it has too many fields we don't need and so far, there seems to be no way to customize this. Would also like to be able to change titles of fields. Have put this in the suggestions for features (a while back) and nothing has been done about this (many other users mentioned they'd like the same capabilities) Review collected by and hosted on G2.com.

What I like most about Dext is the ability to easily share documents with clients, making collaboration much more efficient. I also find the automatic extraction of invoices from connected apps very useful, as it saves time and reduces manual work. Review collected by and hosted on G2.com.

One thing I dislike about Dext is that if the same bank statement period is uploaded twice, it can create duplicate transactions. This can lead to additional checks and manual work to identify and remove duplicates. Review collected by and hosted on G2.com.

I really appreciate how straightforward the initial setup process is with Dext. From inviting clients to integrating with Xero, everything is intuitive and reduces onboarding time significantly. The flexible document submission options and strong educational resources have also made it easier for both our team and clients to adopt and use the software effectively. Review collected by and hosted on G2.com.

The mobile app, while convenient for quick submissions, lacks some of the functionality available on the desktop version. This limitation can sometimes frustrate clients who are looking for a more complete experience on mobile. Review collected by and hosted on G2.com.

Support and learning is top notch; within days of signing up I had a call and two more scheduled to assist me in the set up and early days. It's easy to navigate, though there much more to it than I use currently - with all the support in place I am confident I can get the most out of in pretty soon. Integrations are straight forward as is the setting up of the health checks and practice insights - the data analysis is almost instant, and though it will take time to review and plan how best to use it, the insights are invaluable. The AI did not work first time, so I need to go away and refine my instructions, again when I have some time. It's not a cheap piece of software, but then it probably shouldn't be and peer reviews are promising; that put the work in and Dext is like your first employee. Review collected by and hosted on G2.com.

Documents can get 'lost'. Attachments don't always upload when dragged over from an email. A lot of text which needs careful reading sometimes. Review collected by and hosted on G2.com.

It reduces risk, cuts down on manual admin, and makes processing faster. Review collected by and hosted on G2.com.

I’d love an all-clients dashboard that shows headline information for my non-Dext clients, in a way that makes it easy to identify which of them I should upsell Dext to.

I also wish I still had my "lifetime" deal of unlimited clients for a fixed price! Review collected by and hosted on G2.com.

I like Dext primarily for its data health and insights features. It helps me significantly as a fractional CFO to highlight issues and improve clients' data health scores. The rules-based automation for bookkeeping is brilliant because it cuts through or reduces my bookkeeping time and ensures quality and consistency across record-keeping. Everything is as automated as I can get it, allowing me to rely on reviews within Xero for material inaccuracies and to push data through for consistency checks. The automation also reduces human error and saves time by not having to amend transactions. I appreciate the familiarity and comfort of using Dext, especially after having tried alternatives like Hubdoc. Also, the initial setup of Dext was very easy without any real issues. Ultimately, I believe it is worth the money, as I'm encouraged to make better use of it since I have skin in the game. Review collected by and hosted on G2.com.

I'm gonna say the weak point of Dext is myself, because you don't know what you don't know. And I'm comfortable using it to a certain degree, but I would always like to know where I am missing a trick or I should invest a bit more time in setup and automation so that I don't have to keep stepping back into it. Review collected by and hosted on G2.com.