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Dext
Captures receipts, bills and bank documents from clients by app, email or WhatsApp, extracts the data and publishes coded transactions to the ledger.
| What the AI does | Dext AI Assist bookkeeping agent learns the practice's coding decisions and suggests applying them across clients; AI-driven extraction and categorisation; AI checks flag missing document data |
|---|---|
| Who it serves | Bookkeeping practices, Small CPA firms, CAS practices |
| Starting price | $17.70/client/mo (Essentials, annual subscription billed monthly; 10-client minimum) |
| Pricing model | Per client/month (practice plans) |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | AI Bookkeeping & Transaction Categorization |
| Works with | QuickBooks Online, Xero, Sage, FreeAgent, 36+ accounting platforms, 11, 500+ bank feeds |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Dext is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names bookkeeping practices, small CPA firms and CAS practices on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the AI Bookkeeping & Transaction Categorization category.
What it costs
Dext starts at $17.70/client/mo (Essentials, annual subscription billed monthly; 10-client minimum), per client/month (practice plans). There is a free trial.
Good to know
Dext collects receipts, bills and bank documents from clients by app, email or WhatsApp, extracts the data and publishes coded transactions to QuickBooks Online, Xero, Sage and 30-plus other ledgers. Practice plans post at $17.70 per client per month for Essentials and $19.20 for Advanced on an annual subscription billed monthly with a 10-client minimum; the business plan runs $25.21/mo for 250 documents and 5 users. Dext AI Assist learns your coding decisions and suggests applying them across clients, with Core guidance included and Custom guidance $7 per client, and Data Health & Insights adds $7.50 per client; a 14-day trial needs no card.
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