Question 1

What manual work can be automated when using Dext?

Accepted Answer

Dext automates the extraction and entry of data from incoming documents such as receipts, invoices, and statements into your accounting system. When connected to other business tools, you can build workflows that automatically capture document data, validate it against rules you define, and route it to the correct destination without manual data re-entry. This eliminates duplicate handling of the same information across systems and reduces the need for staff to manually type or verify extracted values.

Question 2

How does data flow between Dext and other business systems?

Accepted Answer

Dext extracts structured data from documents and makes it available via API or through integration platforms that connect to your accounting software, storage systems, and other tools. Data flows out of Dext once extraction is complete, allowing downstream systems to receive the extracted fields such as vendor name, amount, date, and line items. The data can also be sent back to Dext for approval workflows before final posting to ensure accuracy before it leaves the system.

Question 3

What are common issues when automating workflows with Dext?

Accepted Answer

Dext extraction accuracy depends on document quality and format consistency, so poorly scanned images or non-standard layouts may require manual correction and can break automated workflows. Timing is also important, as automations must account for Dext's extraction processing window before data is ready to push downstream. Additionally, if your automation rules are too rigid or don't account for edge cases such as multi-currency amounts or unusual vendor formats, valid documents may fail to process and require manual intervention.

Question 4

How should I organize Dext to make automations more reliable?

Accepted Answer

Set up clear document classification rules and custom fields in Dext that match the categories and data structure your automation expects, so extracted data arrives in a consistent format. Create approval workflows in Dext for higher-value or unusual documents before they flow to downstream systems, reducing the risk of bad data propagating. Establish naming conventions for vendors and consistently tag documents by type and origin so that your automation rules can route them correctly without manual sorting.

Automate the manual work in Dext

Dext by the numbers

Top 5 Dext friction points when done manually

Receipts pile up waiting for Dext

Dext data requires manual reconciliation

Categorizing expenses in Dext takes forever

Dext receipts get lost in email

Month-end Dext cleanup delays reporting

What you can automate in Dext

Email new processed receipts from Dext through Microsoft Outlook

Export new processed receipt data from Dext and create database items in Notion

Submit new Dropbox files as receipts in Dext

Submit new Gmail attachments as receipts in Dext

Submit new Google Drive files as receipts in Dext

Submit new Microsoft SharePoint files as receipts in Dext

The most popular processes that use Dext

Uncoded Transaction Chase & Resolution

Tools commonly connected to Dext

Dext Automation questions

Ready to automate your work in Dext?