menu
close_24px
The evolution of Dext 

We’re upgrading our core Dext Prepare product and combining it with features from Dext Precision and Dext Commerce, to create one seamless experience.

After careful thought, steered by invaluable feedback from our customers, we’re pleased to announce that we’re upgrading Dext Prepare, and combining it with features from Dext Precision and Dext Commerce to create one integrated experience. For the first time, you’ll have access to Data Capture, Data Automation, Data Health & Insight and Practice Productivity all in one place. If you'd like to find out more 
read our blog, or jump straight into our FAQs.

Sabby
Hear from Sabby Gill, CEO, about the Dext platform


“A single combined Dext platform brings together the best of the products used by businesses, bookkeepers and accountants today. We are providing our partners with a platform that brings all their favourite Dext services into one place, giving them more value and more time to focus on their clients needs. This move is part of our ongoing focus on innovation and our commitment to empowering businesses, accountants and bookkeepers to thrive by using innovative technology to simplify the accounting process.”

Sign up for a webinar?

FAQs
The Dext Bookkeeping Automation Platform
Is the Dext Bookkeeping Automation Platform a brand new product?

The Dext Bookkeeping Automation Platform is an update to the existing Dext products. We are upgrading our core Dext Prepare product and combining it with features from our other 2 products, Dext Precision and Dext Commerce to create one integrated product experience. 

What is happening to Dext Prepare?

The features from Dext Prepare will all be available in the new Dext Bookkeeping Automation platform. The new platform will have an enhanced, simplified and more intuitive design, including a clearer navigation and new roles and permissions, on both the web and mobile applications. 

What is happening to Dext Precision?

The features from Dext Precision will be available in the new platform from November. Existing Dext Precision customers will have all of the current Dext Precision features available to them in the new platform. Customers who do not currently have Dext Precision will have the option to upgrade and access these features from within the Dext Platform. 

What happens if I only use Precision?

You will continue to access all existing features of Dext Precision for your practice and clients in the new version of Dext. 

What is happening to Dext Commerce?

Many of the sales connectors from Dext Commerce will be available in the new Dext platform from November and will be available for any client or business who sells online. They can be connected to platforms such as Shopify, Squarespace and Wix, and the sales and costs will go directly into your Sales and Cost Inbox in a similar way to how Fetch works. 
We will communicate directly with existing Commerce customers about plans to migrate Commerce functionality into the Dext platform. 

What happens if I only use Commerce?

 We will communicate directly with existing Dext Commerce customers about plans to migrate Dext Commerce functionality into the new Dext platform. 

My team (Practices)
What changes will my team see when the new Dext platform launches?

Dext is getting a fresh, modern update with a simpler and more intuitive look. We're redesigning the layout and navigation to make everything even easier to use. Here’s what’s coming:

  • You’ll be able to access a wider set of features with a single login.

  • The new navigation will clearly distinguish between practice level and client work.

  • There will be separate roles and permissions for your team (practice users) versus clients (business users).

  • Settings will be clear and simple, whether at the user, practice, or client/business level.

  • You’ll have a more tailored experience for different types of businesses and users.

  • You’ll have more flexibility to manage access to different features for different types of clients

  • If you use Dext to manage your own internal bookkeeping, your own practice will now be contained in its own space with separate access and permissions. This means your staff will have different access to do their own expenses than they have for client work. Non-client facing staff can also use it without accessing your client list or clients. 
Will the changeover for my team happen automatically?

Each team member will receive an in product notification inviting them to switch to the new version of Dext. They will be able to switch back to the old version of Dext if they wish to do so.

What benefits will my team see right away?

The Dext platform will bring together the features of Prepare, Precision and Commerce, making it easier to access and get more value from a wider range of features, all in one place. 

From early September, Dext Prepare customers will see changes that make it easier to manage client work as well as use it for your own internal bookkeeping. You will see one client list, with more options to help you organise your client work. We’ll also streamline the way you navigate between your daily tasks across costs and sales, with enhanced capabilities for expense claims and approvals, and more. It will also be much easier to manage roles & permissions as well as settings for your practice and across your clients. 

From early November, you’ll be able to access Dext Precision’s data health, data clean up and business insight tools, as well as the practice dashboards, from within the Dext Platform. For clients who sell online, you will be able to connect Shopify, Squarespace or Wix sites so that sales and costs from these platforms go directly into your client’s Sales and Cost Inbox. 

Does my team need to change the way we work?

There are minimal changes to existing functionality, so you will still be able to use Dext to do all of your core work as you have done previously. However, you will notice improvements to the interface, navigation, client list and setting management areas of the product. We will continue to roll out new features over the coming months to enhance the capabilities available within the Dext platform. 

Will any of our settings change?

We will be changing the layout of Settings so it is easier to navigate, however the functionality of Settings will not change. The way you have setup your settings also will not change. You may need to make some changes to the roles & permissions for your team and client users. 

My clients
What changes will my clients see when the new Dext Platform launches?

Dext will have a fresh, more modern, simple and intuitive look. We are changing the layout and navigation to make it even easier to use. 

Specifically: 

    1. Your clients will be able to access all features in one place with a single login.

    2. There will be a new navigation, with more flexibility to access the features they need. 

    3. 'Ready' and 'To Review' will become statuses in the Cost & Sales inbox.

    4. Supplier statements will have their own page with enhanced functionality available, making it even easier to reconcile your invoices.

    5. You’ll be able to track mileage directly in the Cost inbox.

    6. Expense Reports will be renamed Expense Claims and sits in the Cost space.

    7. Enhanced Approvals will be available for sales & cost invoices as well as expense claims.

    8. The Supplier list will be located under the Costs section, and the Customer list will be under the Sales section.

    9. The Bank section will include your bank accounts, bank feeds, and bank rules, with an enhanced transactions list.

    10. There will be new roles and permissions for your clients and their employees.

    11. Settings will be clear and simple, both at the user and business levels.

    12. The mobile app will also have a new navigation which will make it easier for your clients to access a broader range of features from their mobile.

Will the changeover for clients happen automatically?

No. You will have the ability to decide when the new platform is switched on for your clients. A button will be added to your client list which you can use to either switch all of your clients on at once, or stagger the rollout for your clients. 
Once you switch it on for your client, each team member in their business will be invited to switch to the new version of Dext. They will also have the option to switch back to the old version. 

Who will notify my clients? Do I need to notify them?

From July, if they login to Dext, they will be notified within the product that a new version of Dext is coming. We will also provide you with communications to share with your clients and help answer any questions. 

Will my clients need training? Will they need to change the way they work?

The new version of Dext is designed to be even more simple and intuitive, which should make it easier for your clients to get more value out of Dext and also help you get accurate, timely information. For clients who are new to Dext, we will provide more guidance within the product to help them get started. 

Before September, we will be running training webinars on how to use the new version of Dext, which will be available for your clients to sign up to.

If my clients have technical issues, how will Dext support them?

Your clients can contact customer support by emailing support@dext.com or clicking on the chat icon in the bottom right hand corner of the screen within the web application. On mobile, go to ‘Settings’ and then select ‘Ask a question’.

Rollout Plans
What is the rollout timeline for the new version of Dext?

The new version of Prepare will be available from early September, on both web and mobile. All Dext Precision features will be available in the new Dext Platform from early November. The sales connectors from Commerce will also be available in the Dext Platform from early November. We will communicate directly with existing Commerce customers about plans to migrate Commerce functionality into the Dext platform.  
There will be no price change for customers who already use Dext Precision and Dext Commerce. If you would like to access new features from Dext Prepare, Dext Precision or Dext Commerce, you can upgrade within the product. 

Who can join the beta programme?

A selected number of practices and businesses have been invited to join the beta programme.

Will there be any downtime?

No. Dext has the lowest downtime of any related tools. We are committed to maintaining a reliable platform for our customers.  

Pricing
Will my price go up if I move to the new platform?

No. Switching to the new platform will not incur an increased cost. The price you pay today for the features you currently access through your Dext Prepare, Dext Precision and Dext Commerce packages will stay the same.  

How will pricing work on the new Dext Platform?

We are committed to maintaining the same simple and transparent per client pricing we have today. The new platform will provide even more flexibility for our customers to buy Dext and get access to the features that provide the most value to them.

If I use Dext Precision or Dext Commerce now, how will my pricing change?

Your existing pricing will not change and you will continue to have access to all of the features you have access to today. 

Support
How can my team access support?

Your team can contact customer support by emailing support@dext.com. Alternatively, click on the chat icon in the bottom right-hand corner of the screen within the product. On mobile, go to ‘Settings’ and then select ‘Ask a question’.

How can my client access support?

Your clients can contact customer support by emailing support@dext.com . Alternatively, click on the chat icon in the bottom right-hand corner of the screen within the product. On mobile, go to ‘Settings’ and then select ‘Ask a question’.

How can I provide feedback to Dext?

Yes, we would love to hear your feedback. 
There are three options to do this within the new version of Dext: 

1. There will be a pop-up within the product asking for you to rate the new experience and add a comment 
2. If you switch back to the old version of Dext, we will send a survey for you to complete to gather your feedback. 
3. There will also be a link to our customer feedback forum from within the product to add any suggestions or feedback at any time.