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Comment utiliser Dext pour automatiser rapidement votre comptabilité en 2026 ?

par | Last updated Aug 14, 2026

Démarrage rapide

Ce guide couvre toutes les fonctionnalités de Dext :

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

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.

How to use Dext

Dext is one of the sharpest document capture tools in comptabilité software today.

Most people only ever use it to submit receipts.

This guide shows you how to use Dext properly, feature by feature.

Étape par étape, avec captures d'écran et conseils de pro.

Tutoriel Dext

This How to use Dext tutorial walks you through Dext Prepare from first login to advanced automation.

Dext

Stop typing receipts into spreadsheets. Dext reads your invoices with OCR and AI, then sends clean financial data into over 30 comptabilité software platforms. Snap a photo, forward an email, or let Dext pull invoices from supplier portals on its own.

Premiers pas avec Dext

Avant d'utiliser une quelconque fonctionnalité, veuillez terminer cette configuration unique.

Cela prend environ trois minutes.

Here is what the first week actually looked like for me:

Expérience personnelle avec Dext

Passons maintenant en revue chaque étape.

Étape 1 : Créez votre compte

Go to the Dext website and click Essai gratuit.

Enter your email and create a password for your new Dext account.

Point de contrôle: Vérifiez votre boîte de réception pour l'e-mail de confirmation.

Étape 2 : Accédez à l’application Web ou à l’application mobile

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.

Voici à quoi ressemble l'écran principal :

Principaux avantages de Dext

Point de contrôle: 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.

✅ Terminé : Vous êtes prêt à utiliser n'importe quelle fonctionnalité ci-dessous.

Comment utiliser la boîte de réception des coûts Dext

Boîte de réception des coûts lets you collect every supplier invoice in one place before you process it.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrez la boîte de réception des coûts

Log in to the Dext web app.

Cliquez Frais 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.

Voici à quoi cela ressemble :

Boîte de réception des coûts Dext

Point de contrôle: Every document you add shows a processing badge within seconds.

Étape 3 : Révision et publication

Open one document and check the vendor, date, and tax fields.

Hit publish to push it into your accounting software.

✅ Résultat : Your costs inbox is clear and every item is ready to publish.

💡 Conseil de pro : Sort the inbox by supplier so you can review one vendor at a time.

Comment utiliser Dext Capture pour la capture des reçus et des factures

Capture des reçus et factures lets you capture a paper receipt with your phone the second you are handed it.

Voici comment l'utiliser étape par étape.

Step 1: Install the Dext App

Téléchargez l'application Dext depuis l'App Store ou 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.

Voici à quoi cela ressemble :

Capture des reçus et factures Dext

Point de contrôle: 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.

✅ Résultat : You can submit receipts using the mobile app without a scanner.

💡 Conseil de pro : Use combine mode for a long receipt that runs across several photos.

Comment utiliser l'historique des soumissions Dext

Historique des soumissions lets you see every item you submit and check what happened to it.

Voici comment l'utiliser étape par étape.

Step 1: Open the History Screen

Click your name, then choose Historique des soumissions.

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.

Voici à quoi cela ressemble :

Historique des soumissions Dext

Point de contrôle: 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.

✅ Résultat : You know the fate of every file you ever sent to Dext.

💡 Conseil de pro : Export the log to CSV before a tax deadline to prove what you filed.

Comment utiliser Dext pour automatiser le flux de travail des dépenses

Automatisation du flux de travail des dépenses lets you set rules once so repeat suppliers need no manual work at all.

Voici comment l'utiliser étape par étape.

Step 1: Create a Supplier Rule

Open a published item from a supplier you see every month.

Cliquez Créer une règle 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.

Voici à quoi cela ressemble :

Dext Automatisation du flux de travail des dépenses

Point de contrôle: 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.

✅ Résultat : Repeat costs publish on their own and you save time every week.

💡 Conseil de pro : Dext can also connect to supplier portals and automatically pull invoices down.

Comment utiliser l'automatisation comptable Dext AI

Automatisation de la comptabilité par l'IA lets you read data off your documents with OCR and AI instead of typing.

Voici comment l'utiliser étape par étape.

Étape 1 : Télécharger un lot

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.

Voici à quoi cela ressemble :

Automatisation de la comptabilité par l'IA Dext

Point de contrôle: 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.

✅ Résultat : Uploading documents now takes seconds instead of minutes.

💡 Conseil de pro : Turn on line item extraction only for suppliers whose invoices you split by category.

How to Use Dext Business Manager

Entreprise Gestion lets you bring your team and your clients into one shared workspace.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir les paramètres d’équipe

Click the gear icon, then choose Équipe.

Sélectionner 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.

Voici à quoi cela ressemble :

Gestion d'entreprise Dext

Point de contrôle: 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.

✅ Résultat : Your team can work collaboratively without sharing one login.

💡 Conseil de pro : Give your accountant full access tôt so they can set your categories properly.

How to Use Dext Accounting Software

Intégration avec les logiciels comptables lets you push finished items straight into the accounting software you already run.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir les intégrations

Allez à Account Settings, alors Intégrations.

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.

Voici à quoi cela ressemble :

Dext s'intègre aux logiciels de comptabilité

Point de contrôle: 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.

✅ Résultat : Published items land in your ledger without a second upload.

💡 Conseil de pro : Dext links to 11,500 banks and institutions, so check yours before you pay.

Comment utiliser Dext Receipt and Invoice Capture

Capture des reçus et des factures lets you send documents in by email, web app, or phone.

Voici comment l'utiliser étape par étape.

Step 1: Find Your Dext Email Address

Ouvrir 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.

Voici à quoi cela ressemble :

Capture de reçus et de factures Dext

Point de contrôle: 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.

✅ Résultat : You can submit items from any device, manually or automatically.

💡 Conseil de pro : Send one document per email so the extraction stays accurate.

Comment utiliser Dext Data Health and Insight

Santé et analyse des données lets you catch gaps in your financial data before they reach your books.

Voici comment l'utiliser étape par étape.

Step 1: Open the Insights Page

Cliquez Connaissances dans le menu 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.

Voici à quoi cela ressemble :

Dext Data Santé et Analyse

Point de contrôle: 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.

✅ Résultat : Your books stay clean and your accountant asks fewer questions.

💡 Conseil de pro : Check insights on the first of each month before your accountant does.

Conseils et astuces Dext Pro

After eight months of navigating Dext daily, these are the tips that stuck.

Raccourcis clavier

ActionRaccourci
Publish current itemCtrl + Entrée
Next documentRight arrow
Previous documentLeft arrow
Edit supplier fieldLanguette

Fonctionnalités cachées que la plupart des gens ignorent

  • 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.

Erreurs courantes à éviter

Mistake #1: Publishing Before You Check the Data

❌ Faux : Hitting publish on a batch without reading a single line.

✅ À droite : Scan the supplier, date, and total on each document first.

Mistake #2: Photographing a Long Receipt in One Shot

❌ Faux : Standing back to fit a long receipt into one photo.

✅ À droite : Use combine mode and shoot it in two or three clear sections.

Mistake #3: Skipping the Accounting Software Connection

❌ Faux : Uploading documents for weeks with no integration set up.

✅ À droite : Connect the two systems on day one so nothing needs re-entry.

Dépannage Dext

Problem: Documents Stay Stuck in Processing

Cause: The image is blurry, or the pdf is password protected.

Réparer: Re-shoot the receipt in good light, or remove the password and upload again.

Problem: Email Submissions Never Arrive

Cause: You sent them to the wrong Dext email address.

Réparer: Copy the exact address from account settings and send one document per email.

Problem: Published Items Are Missing in Your Ledger

Cause: The integration token expired after a password change.

Réparer: Reconnect the integration, then re-publish the affected items.

📌 Note: Si aucune de ces solutions ne résout votre problème, contactez le support Dext.

Qu'est-ce que 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.

Regardez ce bref aperçu :

Numérisation et gestion des reçus - présentation complète de Dext

Il comprend les fonctionnalités clés suivantes :

  • Boîte de réception des coûts : One inbox that holds every cost document you send in
  • Capture des reçus et factures : Photo capture that turns paper into data on the spot
  • Historique des soumissions : A full log of what you sent and where it went
  • Automatisation du flux de travail des dépenses : Rules that publish repeat costs without you touching them
  • Automatisation de la comptabilité par l'IA : OCR and AI extraction that removes manual data entry
  • Gestion d'entreprise : Team access, roles, and client folders in one place
  • Intégration avec les logiciels comptables : Direct links to 30+ accounting platforms and thousands of banks
  • Saisie des reçus et des factures : Four submission routes, including a personal email inbox
  • Santé et analyse des données : Checks that flag duplicates and missing details

Dext also gives you a secure environment for storing every receipt and invoice.

Pour une analyse complète, consultez notre Avis sur Dext.

Qu'est-ce que Dext ?

Tarification Dext

Here is what Dext costs in 2026:

PlanPrixIdéal pour
Abonnement annuel$25.21Sole traders and small businesses paying yearly

Essai gratuit : Yes — 14 days, no card needed to start.

Garantie de remboursement : No formal guarantee, but you can cancel before renewal.

Tarification Dext

💰 Meilleur rapport qualité-prix : Annually Subscription at $25.21 — the yearly commitment beats monthly billing.

Dext contre les alternatives

So how does Dext compare? Here is the landscape:

OutilIdéal pourPrixNotation
DextCapture de documents25,21 $/mois⭐ 4,3
HubdocXero utilisateursGratuit avec Xero⭐ 4.0
Saisie automatiqueLow volume12 $/mois⭐ 4.2
ExpensifyStaff expenses5 $/mois⭐ 4,4
XeroComptabilité complète20 $/mois⭐ 4,4
QuickBooksUS businesses35 $/mois⭐ 4,3
Livres Zohobudgets serrés20 $/mois⭐ 4,4
FreshBooksFacturation des services21 $/mois⭐ 4,3

Sélection rapide :

  • Meilleur résultat global : Dext — the most accurate extraction of the group.
  • Meilleur budget : Hubdoc — free on several Xero plans.
  • Idéal pour les débutants : Vague — nothing to configure on day one.
  • Best for staff expenses: Expensify — built for people who voyage.

🎯 Alternatives à 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.
  • 🏢 Sage: Long-standing accounting software built for growing businesses with payroll needs.
  • 💰 Livres Zoho : Affordable books with solid invoicing for small teams watching costs.
  • Synder : Syncs sales and payment transactions from Stripe, PayPal, and Shopify.
  • 📈 Fin de mois facile: Focused on closing the month quickly with reconciliation checklists.
  • 🧠 Docyt: AI bookkeeping with revenue matching for multi-location businesses.
  • 🚀 Puzzle IO: Real-time accounting built for startups that live in Stripe.
  • 🔧 Rafraîchir-moi: Lightweight receipt handling for very small teams and sole traders.
  • 👶 Vague: Free invoicing and accounting for travailleurs indépendants Je ne fais que commencer.
  • 💼 Accélérer: Personnel et petite entreprise finance tracking in one app.
  • Hubdoc : The closest rival, bundled free with some Xero plans.
  • 📱 Expensify : Expense reports and card reconciliation for staff on the road.
  • 🔥 QuickBooks : The most widely used accounting software in the United States.
  • 🎯 Saisie automatique : 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.

Pour la liste complète, consultez notre Alternatives à Dext guide.

⚔️ Comparaison Dext

Here is how Dext stacks up against each one:

  • Dext contre Xero: Xero keeps the ledger, Dext feeds it. Most firms run both together.
  • Dext contre Sage: Sage handles full accounting. Dext handles the paperwork that feeds Sage.
  • Dext contre Zoho Books: Zoho Books is cheaper overall. Dext captures documents far more accurately.
  • Dext contre Synder: Synder syncs sales transactions. Dext captures costs and supplier invoices.
  • Dext vs Easy Fin de mois: Easy Month End closes books. Dext gets the source documents in first.
  • Dext contre Docyt: Docyt bundles more bookkeeping. Dext is simpler and faster to learn.
  • Dext contre Puzzle E/S : Puzzle IO suits venture-backed startups. Dext fits any business with paper receipts.
  • Dext contre RefreshMe: RefreshMe is lighter and cheaper. Dext scales to bigger document volumes.
  • Dext contre Wave: Wave is free but basic. Dext wins on extraction accuracy and integrations.
  • Dext contre Quicken: Quicken tracks personal finances. Dext is built for business bookkeeping.
  • Dext vs Hubdoc: Hubdoc is free with Xero. Dext reads line items and handles supplier statements better.
  • Dext contre Expensify: Expensify owns staff expense claims. Dext owns supplier invoices and costs.
  • Dext contre QuickBooks: QuickBooks is the ledger. Dext removes the typing that QuickBooks demands.
  • Dext vs AutoEntry: AutoEntry charges per credit. Dext costs more but processes faster.
  • Dext contre FreshBooks: FreshBooks focuses on sales invoices. Dext focuses on incoming costs.
  • Dext contre NetSuite: NetSuite is enterprise scale. Dext is affordable for small and mid-sized firms.

Commencez à utiliser Dext dès maintenant

You now know how Dext works across every major feature:

  • ✅ Boîte de réception des coûts
  • ✅ Capturez les reçus et les factures
  • ✅ Historique des soumissions
  • ✅ Automatisation du flux de travail des dépenses
  • ✅ Automatisation de la comptabilité par l'IA
  • ✅ Gestion d'entreprise
  • ✅ Intégration avec les logiciels de comptabilité
  • ✅ Capture des reçus et factures
  • ✅ Santé et analyse des données

Étape suivante : pick one feature and try it today.

Most people start with the Costs Inbox.

Cela prend moins de cinq minutes.

Foire aux questions

Dext est-il facile à utiliser ?

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.

Comment fonctionne le logiciel 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.

Comment utiliser Dext pour les dépenses ?

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.

Comment envoyer des reçus à 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.

Comment utilise-t-on 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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