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Dext document capture support for cleaner bookkeeping.

Dext helps businesses capture receipts, supplier bills and supporting documents before they become missing paperwork. We help set up Dext workflows, train teams, review document capture processes and connect Dext properly to the bookkeeping routine.

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✓Dext Workflow SupportReceipts, supplier bills, document capture and bookkeeping records.

Why this tool

Why we support Dext

Dext is useful for businesses where receipts, supplier bills and supporting documents are regularly missed, delayed or sent in different formats. It helps move document collection away from email chains, paper receipts and last-minute chasing.

We support Dext where it fits the client’s bookkeeping process. The value is not just using the app, it is having a clear routine for who uploads documents, how they are reviewed and how they connect into the accounting software.

How we help

Our Dext expertise

Dext Setup Support
Dext setup reviewed so the workflow matches the bookkeeping process.

Receipt Capture Workflow
Receipts and expense records captured more consistently.

Supplier Bill Processing
Supplier bills uploaded, reviewed and linked to the bookkeeping system.

Team Training
Staff trained on how to submit receipts, invoices and supporting records properly.

Accounting Software Connection
Dext connected with Xero, QuickBooks, Sage or other supported accounting software where suitable.

Document Review Process
Missing, unclear or duplicated records reviewed as part of the bookkeeping routine.
What we do

Dext services we provide

Setup

Dext setup support, including users, submission methods, supplier rules and accounting software connection.

Implementation

Practical rollout support so directors, managers or staff understand how and when to submit documents.

Training

Guidance for teams submitting receipts, bills and supporting records through Dext.

Supplier Bill Workflow

Support building a cleaner supplier bill capture and review process.

Bookkeeping Integration

Dext workflow connected to regular bookkeeping, VAT review and month-end routines.

Cleanup Support

Review of existing Dext records where documents, duplicates or supplier rules have become messy.

Connected apps

Dext and your bookkeeping process

Dext works best when it is part of a clear finance workflow. We help connect document capture with bookkeeping, VAT, supplier records, expense review and month-end reporting.

XeroReceipts and supplier bills captured through Dext and reviewed in Xero.View page →QuickBooksDext documents connected into QuickBooks bookkeeping workflows.View page →SageDocument capture support where Sage and Dext fit the client setup.View page →

VAT ReviewSupporting documents captured earlier to reduce missing VAT evidence.
Supplier RecordsSupplier bills and purchase records captured more consistently.
Staff ExpensesEmployee receipts and expense documents submitted through a clearer process.
Month-End ReviewDext records reviewed as part of month-end bookkeeping routines.
Process ControlsClear rules for who submits documents, when they are reviewed and how queries are raised.
We only recommend apps where they fit the client’s workflow, reporting needs and budget.

Proof

Case study & results

Case study

Document capture and staff submission process improved through Dext.

A third sector organisation needed a better way to collect receipts, invoices and supporting documents from multiple staff members. Documents were not being submitted consistently, which created extra admin and made audit and year-end support harder than necessary.

We introduced a clearer Dext workflow, trained staff on how to submit documents correctly and connected the process into the regular bookkeeping routine. This helped improve document capture, reduce query time and create cleaner records for reporting and audit support.

Client details withheld for confidentiality.

12 employees trainedStaff trained to submit receipts, invoices and supporting records through Dext.
Cleaner document flowReceipts and supplier records captured in a more consistent process.
Reduced audit adminCleaner records helped reduce time spent supporting audit queries.
Better bookkeeping supportDocuments became easier to review, match and report on each month.

Get started

Stop typing receipts

Book a free 30-minute call. We’ll look at your transaction volume and scope a fixed setup fee.

Request a Discovery Call

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Questions

Frequently asked questions

Subscription from Dext directly is typically £15–£25 per month per business. Our setup fee is £500–£1,500 depending on complexity.

Both work. Dext is our default — better UX, stronger ecosystem. AutoEntry is fine, particularly for Sage users.

With proper rules setup, 90%+ of transactions auto-categorise correctly. The remaining 10% take seconds to fix.

Yes — Dext stores digital copies meeting HMRC’s record-keeping requirements. Saves you keeping paper copies.

Yes — the Dext mobile app handles employee expense claims and pushes them through to payroll if needed.