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Dext

Dext (Formerly known as Receipt Bank), One of the best software solutions for your business.
DEXT

What is Dext?

Make those meaningful decisions and spend less time looking through your receipts.

Managing your bills and receipts can be a laborious task. But with Dext Software you can automate that process, so you never have to worry about losing an invoice or forgetting to pay your bills again. It’s easy to log all your financial information in one place, organised according to category or vendor, regardless of whether the original source is paper or electronic. Simply install the software on your computer and all the work is done for you!

Our partnership with Dext

At Pearl Accountants, we’re passionate about finding the best solution for every client’s accounting and bookkeeping needs. That’s why we love working with Dext. As an all-in-one accounting solution, it allows you to track your finances, send invoices and more – all in one place! With Dext’s Software, we can offer our clients scalable and affordable receipt processing, invoice management, and data analysis solutions.

Benefits

De-cluttering made easy

Dext is a cloud-based document storage and retrieval system that can be used for any type of physical or electronic document. You no longer need to keep receipts in piles or stacks on the floor; shuffle through folders for the documentation needed for claims and expenses or spend countless hours entering receipts into accounting software. All your receipts will be scanned and stored online so that they are accessible anytime, anywhere.

Real-time data access & management

Dext is a cloud-based document storage and retrieval system that can be used for any type of physical or electronic document. You no longer need to keep receipts in piles or stacks on the floor; shuffle through folders for the documentation needed for claims and expenses or spend countless hours entering receipts into accounting software. All your receipts will be scanned and stored online so that they are accessible anytime, anywhere.

Eliminate data entry errors

Dext is a cloud-based document storage and retrieval system that can be used for any type of physical or electronic document. You no longer need to keep receipts in piles or stacks on the floor; shuffle through folders for the documentation needed for claims and expenses or spend countless hours entering receipts into accounting software. All your receipts will be scanned and stored online so that they are accessible anytime, anywhere.

How does dext work?

Snap It!

Snap paper receipts, bills, or bank statements with a single click. You won’t have to worry about missing documentation when you link your account to PayPal, Amazon, and over 1,400 vendors

Send It!

Extract all the crucial data from your documents and combines it in a single location for easy access. Put an end to errors and the bother of entering data for hours.

Sort It!

Simply scan your bills, statements, and receipts and submit them to Hubdoc, and the software will handle the rest.

Features

Dext protects privacy

Email can be a great way to communicate with your clients and colleagues. But often, it’s not a suitable medium for sending sensitive information like invoices, bills, and personal details.

Dext helps you keep control of your privacy by giving you a personalised email address that you can forward to the people who need to see it.

Seamless integration between QuickBooks

With seamless integration between Dext and your QuickBooks account, you can take control of your finances in minutes.

The process is as simple as emailing us your financial records or uploading them to our secure server.

Our team at Pearl Accountants will use Dext to compile all the relevant data into a single dashboard that’s easy to understand and track.

Invoice with Xero

Now you can send invoices to Xero and have them paid quickly. Integrating Xero and Dext requires the use of two separate user profiles.

Once you’ve set up your Dext mobile app, you can take photos of your receipts, send PDF invoices to your personalised Dext email address, and then review and publish them to Xero.

Get data directly from suppliers

Get data from your suppliers; you won’t have to worry about manually entering receipts into your accounting software. You can add a vendor or supplier to your account and receive their invoices with just a few clicks.

Talk to our specialist

Adding Dext to your monthly service plans is an option. Get a free, non-binding quote today!
Speak our specialist

Frequently Asked Questions

What can my accountant see?
Your accountant can view your data and make suggestions and recommendations using the dashboard. No login or password is required; just send an invitation through the webpage to start collaborating.
To comply with HMRC’s directive, once an invoice or receipt has been entered into Dext, it no longer needs to be kept. You can still access your data even if you stop using Dext later because it acts as a data vault.

Dext has a three-tiered pricing structure to meet the needs of different businesses: Business, Business Plus, and Premium Dext. They are distinguished by their features, usage limits, and pricing. The most expensive plans are geared toward larger businesses with a lot of data and multiple people needing access. Contact one of our specialists today to find out which plan is best for your company.

You can download the Dext app once you have an account. The app allows you to take a picture of your receipt and upload it to the app, where it is securely stored – allowing you to throw paper away!

Using new optical recognition technology, and can extract the information needed from the receipt.

You can then publish the data to your accounting software or download it to your computer. Cloud accounting software then receives data and a digital image of a receipt.

You don’t need to download anything because it can be accessed through a browser or the Dext App, you can easily send and receive invoices from your mobile device.

When you use Dext, you save time and have the option to spend more time running your business!

Capture paperwork by taking a photo with the app or sending it to your Dext email address. The Software extracts data from submitted documents and stores it in your Dext inbox, which you can export as a csv or publish to cloud accounting software such as Xero and Quickbooks

What clients say

We’re here to help!

Need a trusted partner to handle your accounting and tax matters? We’re here to help. Pearl Accountants offers reliable, expert support from your first enquiry to final delivery, all under one roof. We keep things simple, affordable, and fully transparent, so you can stay focused on what matters most: running your business.
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