Maximise Dext for Effortless Expense Management

Introduction: Overview of expenses management in Dext, including the difference between business and personal/employee expenses
Expense Capture: How to easily capture and categorise expenses, including getting your employees to use the Dext app
Expense Claims: How to create an expense claim
Automated Approvals: Streamlining the approval process with customisable rules.
Accounting Integration: Syncing expenses with Xero, QuickBooks, and Sage.
Reporting & Insights: Generating expenses reports and tracking spending for better financial decisions.

Max Whiteley

Product Domain Expert

Max Whiteley, a seasoned accounting professional with 13 years of experience, specialises in digital transformation and cloud accounting. Coming from a family of small business owners, he is passionate about helping business owners focus on growth. Previously leading Accounts and Legal’s Liverpool office, Max helped expand their northern presence to 40 staff members. A two-time Xero "Large Firm of the Year" winner, Max recently joined DEXT as a Product Domain Expert, bringing valuable insights to ensure the product meets customer needs.

Rachel Fisch, CPB

General Manager, North America, Dext

Rachel is the new GM in North America, and the CEO of RealtyTax.ca, a Tax and Accounting Firm focusing on Canadian Real Estate Agents and Brokers. Rachel has over 25 years of experience in bookkeeping and accounting. She previously served as National Bookkeeping Lead for Deloitte, was the Accountants Group Leader for Sage, and led growth at a US based firm, including the acquisition of two accounting firms. Rachel is known as an accounting technology expert and advocate in North America for predicting where the market is heading. She takes a strategic approach to accounting software and applications and understands how to position their features for a global market.

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