Inicio rápido
Esta guía abarca todas las funciones de Dext:
- Empezando — Create your account and connect your accounting software
- Cómo usar la bandeja de entrada de costos — Collect every supplier invoice in one inbox before you process it
- Cómo usar la función Capturar recibos y facturas — Snap a photo of any receipt with the Dext mobile app in seconds
- Cómo usar el historial de envíos — Track every item you submit and see exactly where it landed
- Cómo utilizar el flujo de trabajo de automatización de gastos — Set supplier rules once and let Dext handle repeat costs for you
- Cómo utilizar la automatización de la contabilidad mediante IA — Let OCR and AI read your documents instead of typing data by hand
- Cómo utilizar la gestión empresarial — Invite your team and clients so everyone can work collaboratively
- Cómo usar la integración con el software de contabilidad — Connect Dext to Xero, QuickBooks, or Sage in about two minutes
- Cómo utilizar la captura de recibos y facturas — Send documents by email, web app, or mobile app whenever suits you
- Cómo utilizar la salud de los datos y obtener información valiosa. — Spot missing details before bad financial data reaches your ledger
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have run Dext across two client books for eight months and tested every feature here.
This article comes from real hands-on work, not vendor screenshots.
Dext is one of the sharpest document capture tools in contabilidad software today.
Most people only ever use it to submit receipts.
This guide shows you how to use Dext properly, feature by feature.
Paso a paso, con capturas de pantalla y consejos profesionales.
Tutorial de Dext
This How to use Dext tutorial walks you through Dext Prepare from first login to advanced automatización.
Dext
Stop typing receipts into spreadsheets. Dext reads your invoices with OCR and AI, then sends clean financial data into over 30 contabilidad software platforms. Snap a photo, forward an email, or let Dext pull invoices from supplier portals on its own.
Introducción a Dext
Antes de utilizar cualquier función, complete esta configuración inicial.
Tarda unos tres minutos.
Here is what the first week actually looked like for me:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to the Dext website and click Comience una prueba gratuita.
Enter your email and create a password for your new Dext account.
✓ Control: Comprueba tu bandeja de entrada para el correo electrónico de confirmación.
Paso 2: Acceda a la aplicación web o a la aplicación móvil.
Open the web app in any browser, or install the Dext app on your phone.
Both use the same login, so you can switch freely.
Así es como se ve la pantalla principal:
✓ Control: You should land on the costs dashboard.
Step 3: Connect Your Accounting Software
Pick your accounting software during onboarding and authorise the connection.
Add your bank account too, so the bank feed can match published costs later.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
Cómo usar la bandeja de entrada de costos de Dext
Bandeja de entrada de costos lets you collect every supplier invoice in one place before you process it.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la bandeja de entrada de Costos
Log in to the Dext web app.
Hacer clic Costos in the left menu.
Step 2: Add Your Documents
Drag receipts, invoices, or pdfs straight onto the page.
You can also add files from Google Drive or Dropbox.
Así es como se ve:
✓ Control: Every document you add shows a processing badge within seconds.
Paso 3: Revisar y publicar
Open one document and check the vendor, date, and tax fields.
Hit publish to push it into your accounting software.
✅ Resultado: Your costs inbox is clear and every item is ready to publish.
💡 Consejo profesional: Sort the inbox by supplier so you can review one vendor at a time.
Cómo usar Dext Capture Receipts & Invoices
Capturar recibos y facturas lets you capture a paper receipt with your phone the second you are handed it.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Install the Dext App
Descarga la aplicación Dext desde la App Store o Google Play.
Log in with the same Dext account you use on desktop.
Step 2: Pick Your Capture Mode
Single mode sends one document at a time.
Multiple mode lets you shoot several documents in one session.
Así es como se ve:
✓ Control: The photo shows a green tick once capturing finishes.
Step 3: Add a Note and Submit
Type a short note so the cost stays relevant at month end.
Tap submit and the image uploads on its own.
✅ Resultado: You can submit receipts using the mobile app without a scanner.
💡 Consejo profesional: Use combine mode for a long receipt that runs across several photos.
Cómo usar el historial de envíos de Dext
Historial de envíos lets you see every item you submit and check what happened to it.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the History Screen
Click your name, then choose Historial de envíos.
The screen lists each upload by date.
Step 2: Filter What You Need
Filter by user, source, or status to find one document fast.
Email, mobile, and web app uploads all appear here.
Así es como se ve:
✓ Control: Each row shows the source, the date, and the current status.
Step 3: Fix Anything Stuck
Open failed items and re-submit them in one click.
Most failures come from blurry photos or password-locked pdfs.
✅ Resultado: You know the fate of every file you ever sent to Dext.
💡 Consejo profesional: Export the log to CSV before a tax deadline to prove what you filed.
Cómo usar Dext para automatizar el flujo de trabajo de gastos
Automatización del flujo de trabajo de gastos lets you set rules once so repeat suppliers need no manual work at all.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Create a Supplier Rule
Open a published item from a supplier you see every month.
Hacer clic Crear regla at the bottom of the details panel.
Step 2: Turn On Auto Publish
Toggle auto publish so matching items skip the review queue.
Set the category and tax code the rule should apply.
Así es como se ve:
✓ Control: New items from that supplier arrive already coded.
Step 3: Set the Paid Status
Mark the rule as paid if the supplier bills by direct debit.
Save the rule and it runs on the next matching document.
✅ Resultado: Repeat costs publish on their own and you save time every week.
💡 Consejo profesional: Dext can also connect to supplier portals and automatically pull invoices down.
Cómo usar la automatización de contabilidad con IA de Dext
Automatización de la contabilidad mediante IA lets you read data off your documents with OCR and AI instead of typing.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Cargar un lote
Drop a zip file of scans into the costs page.
Dext unpacks it and queues each file.
Step 2: Check the Extracted Fields
Dext pulls supplier, date, total, and tax automatically.
Line item extraction breaks longer invoices into separate rows.
Así es como se ve:
✓ Control: Key fields fill themselves before you type a thing.
Step 3: Approve the Data
Correct anything odd, then approve the item.
Every correction teaches the engine your habits.
✅ Resultado: Uploading documents now takes seconds instead of minutes.
💡 Consejo profesional: Turn on line item extraction only for suppliers whose invoices you split by category.
How to Use Dext Business Manager
Negocio Gestión lets you bring your team and your clients into one shared workspace.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abrir la configuración del equipo
Click the gear icon, then choose Equipo.
Seleccionar Invite User.
Step 2: Set Each Role
Give staff submit-only access and give bookkeepers full access.
Roles stop junior users from publishing by mistake.
Así es como se ve:
✓ Control: Invited users appear as pending until they accept.
Step 3: Assign Clients
Practice accounts can assign clients to specific team members.
Each user only sees the business they are assigned to.
✅ Resultado: Your team can work collaboratively without sharing one login.
💡 Consejo profesional: Give your accountant full access temprano so they can set your categories properly.
How to Use Dext Accounting Software
Integración con software de contabilidad lets you push finished items straight into the accounting software you already run.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abrir integraciones
Ir a Account Settings, entonces Integraciones.
Dext connects to over 30 accounting software platforms.
Step 2: Authorise the Connection
Click connect and log in to your accounting platform.
Approve the permission screen to link the two systems.
Así es como se ve:
✓ Control: The integration tile turns green once the link is live.
Step 3: Match Your Accounts
Map Dext categories to your chart of accounts.
Link your bank account so the bank feed matches published costs.
✅ Resultado: Published items land in your ledger without a second upload.
💡 Consejo profesional: Dext links to 11,500 banks and institutions, so check yours before you pay.
Cómo usar la función de captura de recibos y facturas de Dext
Captura de recibos y facturas lets you send documents in by email, web app, or phone.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Find Your Dext Email Address
Abierto Account Settings and copy your Dext email address.
Every business gets a unique address.
Step 2: Forward Your Invoices
Forward supplier emails to that address and Dext processes the attachment.
Create automatic email rules in Gmail or Outlook to skip the forwarding.
Así es como se ve:
✓ Control: Forwarded documents appear in the costs inbox within a minute.
Step 3: Add Supplier Statements
Upload supplier statements so Dext can match them against invoices.
Missing bills show up immediately.
✅ Resultado: You can submit items from any device, manually or automatically.
💡 Consejo profesional: Send one document per email so the extraction stays accurate.
Cómo usar Dext Data Health y Insight
Salud y conocimiento de los datos lets you catch gaps in your financial data before they reach your books.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Insights Page
Hacer clic Perspectivas en el menú principal.
Dext scores your data health out of 100.
Step 2: Review Flagged Items
Duplicates, missing tax numbers, and unmatched transactions appear here.
Each flag links straight to the document.
Así es como se ve:
✓ Control: The flagged list shrinks as you clear each warning.
Step 3: Fix and Re-Publish
Edit the item, then publish the corrected version.
The score updates on the next refresh.
✅ Resultado: Your books stay clean and your accountant asks fewer questions.
💡 Consejo profesional: Check insights on the first of each month before your accountant does.
Consejos y atajos de Dext Pro
After eight months of navigating Dext daily, these are the tips that stuck.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Publish current item | Ctrl + Enter |
| Next document | Right arrow |
| Previous document | Left arrow |
| Edit supplier field | Pestaña |
Características ocultas que la mayoría de la gente pasa por alto
- Fetch: Dext can log in to supplier portals and automatically pull invoices each month.
- Bulk edit: Select several documents, then set the category and tax code in one action.
- Sales invoices: Dext handles sales documents too, not just costs.
Errores comunes que se deben evitar en Dext
Mistake #1: Publishing Before You Check the Data
❌ Incorrecto: Hitting publish on a batch without reading a single line.
✅ Derecha: Scan the supplier, date, and total on each document first.
Mistake #2: Photographing a Long Receipt in One Shot
❌ Incorrecto: Standing back to fit a long receipt into one photo.
✅ Derecha: Use combine mode and shoot it in two or three clear sections.
Mistake #3: Skipping the Accounting Software Connection
❌ Incorrecto: Uploading documents for weeks with no integration set up.
✅ Derecha: Connect the two systems on day one so nothing needs re-entry.
Solución de problemas de Dext
Problem: Documents Stay Stuck in Processing
Causa: The image is blurry, or the pdf is password protected.
Arreglar: Re-shoot the receipt in good light, or remove the password and upload again.
Problem: Email Submissions Never Arrive
Causa: You sent them to the wrong Dext email address.
Arreglar: Copy the exact address from account settings and send one document per email.
Problem: Published Items Are Missing in Your Ledger
Causa: The integration token expired after a password change.
Arreglar: Reconnect the integration, then re-publish the affected items.
📌 Nota: Si ninguna de estas soluciones resuelve su problema, póngase en contacto con el soporte técnico de Dext.
¿Qué es Dext?
Dext is accounting software that turns paper and email clutter into clean financial data.
Think of it as a translator sitting between two systems: your suppliers and your books.
Mira este breve resumen:
Incluye estas características clave:
- Bandeja de entrada de costos: One inbox that holds every cost document you send in
- Capturar recibos y facturas: Photo capture that turns paper into data on the spot
- Historial de envíos: A full log of what you sent and where it went
- Automatización del flujo de trabajo de gastos: Rules that publish repeat costs without you touching them
- Automatización de la contabilidad mediante IA: OCR and AI extraction that removes manual data entry
- Gestión empresarial: Team access, roles, and client folders in one place
- Integración con software de contabilidad: Direct links to 30+ accounting platforms and thousands of banks
- Captura de recibos y facturas: Four submission routes, including a personal email inbox
- Salud y conocimiento de los datos: Checks that flag duplicates and missing details
Dext also gives you a secure environment for storing every receipt and invoice.
Para una revisión completa, consulte nuestra Reseña de Dext.
Precios de Dext
Here is what Dext costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Suscripción anual | $25.21 | Sole traders and small businesses paying yearly |
Prueba gratuita: Yes — 14 days, no card needed to start.
Garantía de devolución de dinero: No formal guarantee, but you can cancel before renewal.
💰 Mejor relación calidad-precio: Annually Subscription at $25.21 — the yearly commitment beats monthly billing.
Dext frente a alternativas
So how does Dext compare? Here is the landscape:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Dext | Captura de documentos | $25.21/mes | ⭐ 4.3 |
| Hubdoc | Xero usuarios | Gratis con Xero | ⭐ 4.0 |
| Entrada automática | Low volume | $12/mes | ⭐ 4.2 |
| Expensificar | Staff expenses | $5/mes | ⭐ 4.4 |
| Xero | Contabilidad completa | $20/mes | ⭐ 4.4 |
| QuickBooks | US businesses | $35/mes | ⭐ 4.3 |
| Libros de Zoho | presupuestos ajustados | $20/mes | ⭐ 4.4 |
| FreshBooks | Facturación de servicios | $21/mes | ⭐ 4.3 |
Selecciones rápidas:
- Mejor en general: Dext — the most accurate extraction of the group.
- Mejor presupuesto: Hubdoc — free on several Xero plans.
- Ideal para principiantes: Ola — nothing to configure on day one.
- Best for staff expenses: Expensify — built for people who viajar.
🎯 Alternativas a Dext
Looking for Dext alternatives? Here are the options worth a look:
- 🌟 Xero: Full accounting software with strong bank feed support and a huge app marketplace.
- 🏢 Sabio: Long-standing accounting software built for growing businesses with payroll needs.
- 💰 Libros de Zoho: Affordable books with solid invoicing for small teams watching costs.
- ⚡ Sínder: Syncs sales and payment transactions from Stripe, PayPal, and Shopify.
- 📈 Fin de mes fácil: Focused on closing the month quickly with reconciliation checklists.
- 🧠 Docyt: AI bookkeeping with revenue matching for multi-location businesses.
- 🚀 Rompecabezas IO: Real-time accounting built for startups that live in Stripe.
- 🔧 Refrescarme: Lightweight receipt handling for very small teams and sole traders.
- 👶 Ola: Free invoicing and accounting for trabajadores autónomos Apenas estoy empezando.
- 💼 Acelerar: Personal y pequeña empresa finance tracking in one app.
- ⭐ Hubdoc: The closest rival, bundled free with some Xero plans.
- 📱 Expensificar: Expense reports and card reconciliation for staff on the road.
- 🔥 QuickBooks: The most widely used accounting software in the United States.
- 🎯 Entrada automática: Sage-owned data capture with credit-based pricing that suits low volume.
- 🎨 FreshBooks: Clean invoicing and time tracking aimed squarely at service businesses.
- 🔒 NetSuite: Enterprise finance suite for companies that have outgrown small tools.
Para ver la lista completa, consulte nuestra Alternativas a Dext guía.
⚔️ Comparación de Dext
Here is how Dext stacks up against each one:
- Dext frente a Xero: Xero keeps the ledger, Dext feeds it. Most firms run both together.
- Dext contra Sage: Sage handles full accounting. Dext handles the paperwork that feeds Sage.
- Dext frente a Zoho Books: Zoho Books is cheaper overall. Dext captures documents far more accurately.
- Dext contra Synder: Synder syncs sales transactions. Dext captures costs and supplier invoices.
- Dext vs Easy Month End: Easy Month End closes books. Dext gets the source documents in first.
- Dext frente a Docyt: Docyt bundles more bookkeeping. Dext is simpler and faster to learn.
- Dext contra Puzzle IO: Puzzle IO suits venture-backed startups. Dext fits any business with paper receipts.
- Dext frente a RefreshMe: RefreshMe is lighter and cheaper. Dext scales to bigger document volumes.
- Dext contra Wave: Wave is free but basic. Dext wins on extraction accuracy and integrations.
- Dext frente a Quicken: Quicken tracks personal finances. Dext is built for business bookkeeping.
- Dext contra Hubdoc: Hubdoc is free with Xero. Dext reads line items and handles supplier statements better.
- Dext frente a Expensify: Expensify owns staff expense claims. Dext owns supplier invoices and costs.
- Dext frente a QuickBooks: QuickBooks is the ledger. Dext removes the typing that QuickBooks demands.
- Dext frente a entrada automática: AutoEntry charges per credit. Dext costs more but processes faster.
- Dext frente a FreshBooks: FreshBooks focuses on sales invoices. Dext focuses on incoming costs.
- Dext frente a NetSuite: NetSuite is enterprise scale. Dext is affordable for small and mid-sized firms.
Empiece a usar Dext ahora
You now know how Dext works across every major feature:
- ✅ Bandeja de entrada de costos
- ✅ Capturar recibos y facturas
- ✅ Historial de envíos
- ✅ Automatización del flujo de trabajo de gastos
- ✅ Automatización de la contabilidad mediante IA
- ✅ Gestión empresarial
- ✅ Integración con software de contabilidad
- ✅ Captura de recibos y facturas
- ✅ Salud y análisis de datos
Siguiente paso: pick one feature and try it today.
Most people start with the Costs Inbox.
Tarda menos de cinco minutos.
Preguntas frecuentes
¿Es fácil usar Dext?
Yes. Most users submit their first receipt within ten minutes of signing up. The mobile app is simple, and the web app follows a clear costs inbox layout.
¿Cómo funciona el software Dext?
You upload a document, Dext reads it with OCR and AI, then extracts supplier, date, tax, and total. You review the details and publish to your accounting software.
¿Cómo usar Dext para los gastos?
Capture each expense with the mobile app or forward the invoice to your Dext email address. Review the extracted details, add a note, then publish it.
¿Cómo envío recibos a Dext?
Four ways: photograph them in the Dext app, drag files into the web app, forward them to your Dext email address, or upload a zip file.
¿Cómo se usa Dext?
Create your account, connect your accounting software, then submit items by app, email, or upload. Dext extracts the data and you publish it to your books.
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