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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.