Kerry, it's great to hear that Dext is reducing your filing workload and allowing you to work remotely while logging fewer hours.

Regarding plan fit, it may be worth speaking with your account manager to see whether a lighter-tier plan or some add-ons would be a better fit for your smaller clients.

If you haven't set up supplier rules for those clients yet, even a handful of well-configured rules can do a lot of the heavy lifting, making the cost feel much more proportionate to the time saved.

Thanks for taking the time to leave your review!

Natalie, glad it's making life easier on both sides of the relationship. The rules and behaviour learning piece is genuinely where Dext compounds over time as the more it sees from each client, the less your team has to touch. On the accounting software point, the integration is intentional rather than a gap as Dext is built to be the capture and intelligence layer while QBO or Xero handles the ledger, but it's useful feedback on where the boundaries feel frustrating. If you haven't explored the Dextension for Xero or QBO yet, it lets your team view Dext coding history and document details without ever leaving their accounting software, which closes a lot of that back-and-forth.

Lynsey, thanks for the 5-star review! It is brilliant to hear that Dext's functionality and seamless integrations are delivering great results for your practice.

We appreciate the transparent feedback regarding costs and the additional charges for exceeding supplier statement limits. If you find yourself consistently over your monthly allocation, it may be time to ensure your current tier aligns with your client volume. Please reach out to your account manager, as they can advise on the most cost-effective plan or suggest adding bank statement extraction bundles to your account. I have also flagged this with our team for review. Thanks for your feedback!

EHT, it is great to hear that auto-categorisation and bulk invoice processing are driving such significant time savings and boosting confidence in your data output.

Regarding your feedback on the UI and settings menus, it is worth reaching out to your account manager to explore the practice settings for standardising your configuration. Additionally, for your ongoing workflows, utilising flags can help you focus specifically on exceptions needing review without the need to navigate through different menus. We appreciate you sharing these insights on how we can further refine the user experience. Thanks for your review.

We appreciate your review. It is wonderful to hear that Dext is ensuring reconciliation accuracy across your accounting software integrations and that the Vault feature keeps your records organized. We are also glad the Amazon integration is delivering value for your clients.

Regarding the Health Scores: these may occasionally appear delayed as the system syncs and processes underlying data. To resolve this, we suggest performing a manual Sync followed by a Recalculate within the Data Health dashboard to trigger an immediate update; otherwise, the score will refresh during the next scheduled cycle.

It is great that Dext is assisting you in identifying duplicates and multi-coded contacts. To further enhance visibility, we recommend exploring statement matching within Supplier Statements to easily track discrepancies and outstanding items. Thanks for sharing your thoughts.

We value your input. It is rewarding to know Dext is driving efficiency, and your observation regarding the importance of a human oversight for intricate tax or low-quality images is exactly right. To optimise your workflow, we recommend using Approvals to automatically direct these exceptions to the right reviewer. Utilising Rules and Smart Suggestions can further refine coding for consistent vendors, reducing the need for manual intervention. For those difficult tax situations, you have the option to set specific logic at the supplier level to maintain precision before exporting. If you have not tried it, Dext AI assist can help automate redundant tasks, and the platform will learn to handle those specific complex cases as they recur. Thank you for sharing your thoughts.

Andrew, good to hear the speed and simplicity are making a real difference on your invoice volumes, especially compared to AutoEntry. On rental statements and the missing projects, both are worth raising directly with the support team as they can walk through the most efficient setup for your document type and investigate what happened to your data. If you have not explored AI Assist yet, it learns from your historic coding patterns and starts suggesting account codes automatically, which can reduce the manual review time on your regular Sage invoices considerably.

Hi Jenny, thanks for your review. We are glad to hear Dext is saving time across your client base, that's exactly what it should be doing at practice scale. Your point about self-serve support is fair and well noted, it's useful feedback for the team. In the meantime, your account manager is always the fastest route when you need a real answer quickly. If you ever want to explore ways to reduce the repetitive coding work across clients, AI Assist is worth a look as it learns from your patterns and starts suggesting categories automatically over time.

Evie Joy, thanks for the 5-star review. Brilliant to hear Dext is helping automate your bookkeeping, helping you spot duplicates, and giving you a solid audit trail in Archive.

On the occasional Xero un-sync: connections can break if credentials change or the connection expires. An Admin can usually resolve it via Business settings, then Connections, then Manage (Xero), then Reconnect, and then retry publishing. If it keeps happening, Support can review the specific workspace to identify the root cause.

Since you're already getting great results, it's also worth trying the Dextension, our Chrome browser extension, which lets you capture invoices and receipts directly from supplier websites in one click.

Thanks for using Dext!