Dext Essentials effortless and accurate bookkeeping data

Welcome to Dext Essentials  

Dext Essentials brings you world-class mobile machine learning and AI that digitally collects, extracts and categorises your clients’ bookkeeping records. Save time on repetitive tasks and focus on what matters most to you and your clients with the industry’s leading software. 
 

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Data Extraction
Upload receipts and invoices and let our powerful software extract the data you need. This eliminates the need for manual data entry, and frees up valuable time to be better invested in other areas.

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Automatic Categorisation
Submit paperwork and we’ll analyse the current and previous documents to assign an appropriate category, saving you time from manually having to do it yourself.

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Multi-Account Management
Merge client and business account logins and switch between businesses and practices – all within a single login

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Client Management 
Unlock important metrics and turn them into action by improving automation. This, in turn, leads to valuable time saved.

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World-Class Technical Support
Get the support you need through
our customer service via email,
live chat and call.

Key Features

Submission methods

Including the Dext Prepare mobile app, email and invoice fetch

Accounting software integration

Connect to and sync data with your accounting software such as Xero, QuickBooks Online and more

Supplier rules

Set tax rates, currencies and categories according to suppliers

Multi-account management

Effortlessly merge client and business account logins and switch between businesses and practices – all within a single login

In-app messaging

Message your client directly within the Dext Prepare application

Expense Reports

Easy for your clients to keep track of their personal expenses

Line Item Extraction

Automatically extract and list the total, tax and description of every line on your financial documents

Bank Match

Identifies items that already have a matching transaction in your accounting software

PDF/CSV export

Exports files ready for import into accounting software

Bank Statement Extraction

Process manual bank statements ready for import into your accounting software 

Purchase Order Matching

Available for Xero and QuickBooks Online

Products and Services

Available for Xero and QuickBooks Online

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Want more information?
Visit our Frequently Asked Questions

     FAQs