Ella, seven years is a great run and it is good to hear the auto flow and support are still delivering. On filtering, the saved filter combinations within the costs list view are worth setting up if you have not already, as they let you jump straight to the right view without rebuilding filters each time. If you have not used Flags yet, they are worth exploring alongside your auto flow setup as they let you mark items that need a second look during review without interrupting the rest of your workflow. Thanks for your review.

Thanks for the review. Great to hear Dext is accurately extracting details, applying consistent file naming, and helping reduce manual entry errors.

We're also glad it's helping you capture the right sales tax from each receipt. It looks like you're already getting value from Dext AI Assist. It learns how you manage your books and suggests ways to automate repetitive bookkeeping tasks, building on the kind of accuracy and efficiency gains you mentioned to help unlock even more time saved. On pricing, we understand costs can add up across multiple users and clients. Dext has different plans and optional add-ons, so it's worth discussing with your account manager to tailor seats and features to what you actually need.

Thanks for your review!

Hi Trisha, glad the support team is always reachable and pleasant to deal with. On invoice totals, the costs list view does not currently surface a running count or total value summary, though exporting to CSV lets you calculate those figures quickly, and the Data Health and Insights module surfaces practice-level activity stats and document volumes per client if you have not explored that yet. On downloads, the number of options can feel like a lot and it is noted for the product team, but the tools menu in your costs or sales inbox lets you select specific items and pick your preferred format from there. If you have not looked at Dext U yet, it has structured on-demand training covering exactly these kinds of workflows and is included in your subscription. Thanks for your review.

Stephen, it is fantastic to hear that our faultless extraction and accounting module links are driving such efficiency for your practice. Regarding your feedback on support response times, we have recently introduced faster live chat access to address exactly those types of delays. For non-urgent queries, the Help Centre offers comprehensive self-serve coverage to get you moving quickly. Additionally, please do reach out to your account manager to escalate any persistent issues. Since you are focused on seamless automation, it is also worth exploring AI Assist, as it learns from your historic patterns to suggest further bookkeeping automations while you maintain total control. Thanks for your review.

Thank you for sharing your positive experience with our onboarding process. We are glad to hear you find the system impressive and are already benefiting from the Sage 50 Accounts integration.

When you are ready to take things further, our free Dext U Certification programme is a great next step. It offers targeted modules to help you get even more out of the platform. It is also worth trying AI Assist, which learns how you manage your books and suggests ways to automate repetitive bookkeeping tasks.

Thanks again for your review!

Hi Christine, thanks for your review! We're really glad to hear that Dext is helping you and that the data accuracy is working well for you.

On the project sync with QBO, you can manually trigger a refresh by going to Account Settings, then Reload All Lists, to pick up any changes straight away.

As you're already making great use of Supplier Rules, you might also want to explore our Auto-Publish feature, which can automatically push items straight to QBO once extracted, saving you even more time!

If you need any further help, please don't hesitate to reach out to your Account Manager or our Help Centre. We're always happy to help.

Thanks again for your review, Christine.

Brett, good to hear the Xero integration and automation are doing the heavy lifting on the bookkeeping side. The pricing feedback is appreciated and will be passed on to the team. If you're not already using the Dextension for Xero, it lets you pull up Dext document history and coding details without leaving Xero at all, which adds a bit more speed to the review process when you're working in the books. Thank you for your review.

We're glad to hear that you find Dext's OCR and AI technology helpful for your workflow and QuickBooks integration. We're constantly working on improving our integrations, and we appreciate your feedback on the QuickBooks integration compared to Xero. Thank you for sharing your experience with Dext!

Tetiana, thanks for the review. Really glad to hear you found the setup process straightforward and that our support team has been easy to reach. When you are ready to explore more sophisticated automation, the Dext U certification is a brilliant resource; it provides targeted modules on how to further streamline your practice. Regarding your interest in export functionality, it is also worth looking into Fetch connections. These can automatically pull statements and invoices directly from supplier portals, removing the manual effort of downloading documents. Give those a try and let us know your thoughts!

Seven years is a good run, Laura, and trust really is the thing that has to be earned with financial data. If you're leaning heavily on automation and workflows, it's worth checking out AI Assist if you haven't already as it layers on top of your existing rules and gets sharper over time, picking up coding patterns and flagging anything that looks off before it reaches your accounting software.