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Come utilizzare Dext per automatizzare rapidamente la contabilità entro il 2026?

da | Last updated Aug 14, 2026

Avvio rapido

Questa guida illustra tutte le funzionalità di Dext:

Tempo necessario: 5 minuti per ogni servizio

In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative

Perché fidarsi di questa guida

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 contabilità software today.

Most people only ever use it to submit receipts.

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

Passo dopo passo, con schermate e consigli da professionisti.

Tutorial di Dext

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

Destro

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

Introduzione a Dext

Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.

Ci vogliono circa tre minuti.

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

Esperienza personale con Dext

Ora analizziamo passo passo ciascuna fase.

Passaggio 1: crea il tuo account

Go to the Dext website and click Inizia la prova gratuita.

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

Punto di controllo: Controlla il tuo posta in arrivo per l'email di conferma.

Passaggio 2: Accedere all'applicazione web o all'applicazione 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.

Ecco come appare la schermata principale:

Principali vantaggi di Dext

Punto di controllo: 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.

✅ Fatto: Multistream

Come utilizzare la casella di posta in arrivo di Dext Costs

Costi Posta in arrivo lets you collect every supplier invoice in one place before you process it.

Ecco come usarlo passo dopo passo.

Passaggio 1: Apri la casella di posta dei costi

Log in to the Dext web app.

Clic Costi 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.

Ecco come si presenta:

Costi di Dext Posta in arrivo

Punto di controllo: Every document you add shows a processing badge within seconds.

Fase 3: Revisione e pubblicazione

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

Hit publish to push it into your accounting software.

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

💡 Consiglio da professionista: Sort the inbox by supplier so you can review one vendor at a time.

Come utilizzare le ricevute e le fatture di Dext Capture

Acquisizione di ricevute e fatture lets you capture a paper receipt with your phone the second you are handed it.

Ecco come usarlo passo dopo passo.

Step 1: Install the Dext App

Scarica l'app Dext dall'App Store o da 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.

Ecco come si presenta:

Acquisizione di ricevute e fatture con Dext

Punto di controllo: 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.

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

💡 Consiglio da professionista: Use combine mode for a long receipt that runs across several photos.

Come utilizzare la cronologia degli invii di Dext

Cronologia degli invii lets you see every item you submit and check what happened to it.

Ecco come usarlo passo dopo passo.

Step 1: Open the History Screen

Click your name, then choose Cronologia degli invii.

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.

Ecco come si presenta:

Cronologia di invio del testo

Punto di controllo: 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.

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

💡 Consiglio da professionista: Export the log to CSV before a tax deadline to prove what you filed.

Come utilizzare Dext per automatizzare il flusso di lavoro delle spese

Automazione del flusso di lavoro delle spese lets you set rules once so repeat suppliers need no manual work at all.

Ecco come usarlo passo dopo passo.

Step 1: Create a Supplier Rule

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

Clic Crea regola 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.

Ecco come si presenta:

Dext automatizza il flusso di lavoro delle spese

Punto di controllo: 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.

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

💡 Consiglio da professionista: Dext can also connect to supplier portals and automatically pull invoices down.

Come utilizzare l'automazione della contabilità di Dext AI

Automazione della contabilità tramite intelligenza artificiale lets you read data off your documents with OCR and AI instead of typing.

Ecco come usarlo passo dopo passo.

Passaggio 1: Carica un batch

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.

Ecco come si presenta:

Automazione della contabilità con intelligenza artificiale Dext

Punto di controllo: 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.

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

💡 Consiglio da professionista: Turn on line item extraction only for suppliers whose invoices you split by category.

How to Use Dext Business Manager

Attività commerciale Gestione lets you bring your team and your clients into one shared workspace.

Ecco come usarlo passo dopo passo.

Passaggio 1: Apri le impostazioni della squadra

Click the gear icon, then choose Squadra.

Selezionare 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.

Ecco come si presenta:

Gestione aziendale Dext

Punto di controllo: 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.

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

💡 Consiglio da professionista: Give your accountant full access Presto so they can set your categories properly.

How to Use Dext Accounting Software

Integrazione con software di contabilità lets you push finished items straight into the accounting software you already run.

Ecco come usarlo passo dopo passo.

Passaggio 1: Aprire le integrazioni

Vai a Account Settings, Poi Integrazioni.

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.

Ecco come si presenta:

Integrazione di Dext con il software di contabilità

Punto di controllo: 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.

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

💡 Consiglio da professionista: Dext links to 11,500 banks and institutions, so check yours before you pay.

Come utilizzare Dext per l'acquisizione di ricevute e fatture

Acquisizione di ricevute e fatture lets you send documents in by email, web app, or phone.

Ecco come usarlo passo dopo passo.

Step 1: Find Your Dext Email Address

Aprire 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.

Ecco come si presenta:

Acquisizione di ricevute e fatture tramite Dext

Punto di controllo: 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.

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

💡 Consiglio da professionista: Send one document per email so the extraction stays accurate.

Come utilizzare Dext Data Health and Insight

Salute e analisi dei dati lets you catch gaps in your financial data before they reach your books.

Ecco come usarlo passo dopo passo.

Step 1: Open the Insights Page

Clic Approfondimenti nel menu principale.

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.

Ecco come si presenta:

Dati di Dext: salute e analisi

Punto di controllo: 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.

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

💡 Consiglio da professionista: Check insights on the first of each month before your accountant does.

Suggerimenti e scorciatoie di Dext Pro

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

Scorciatoie da tastiera

AzioneScorciatoia
Publish current itemCtrl + Invio
Next documentRight arrow
Previous documentLeft arrow
Edit supplier fieldTab

Funzionalità nascoste che la maggior parte delle persone non nota

  • 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.

Errori comuni da evitare

Mistake #1: Publishing Before You Check the Data

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

✅ A destra: Scan the supplier, date, and total on each document first.

Mistake #2: Photographing a Long Receipt in One Shot

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

✅ A destra: Use combine mode and shoot it in two or three clear sections.

Mistake #3: Skipping the Accounting Software Connection

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

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

Risoluzione dei problemi di Dex

Problem: Documents Stay Stuck in Processing

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

Aggiustare: 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.

Aggiustare: 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.

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

📌 Nota: Se nessuna di queste soluzioni risolve il problema, contatta l'assistenza Dext.

Che cos'è Dext?

Destro 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.

Guarda questa breve panoramica:

Scansione e gestione delle ricevute: panoramica completa di Dext

Include le seguenti caratteristiche principali:

  • Costi Posta in arrivo: One inbox that holds every cost document you send in
  • Acquisizione di ricevute e fatture: Photo capture that turns paper into data on the spot
  • Cronologia degli invii: A full log of what you sent and where it went
  • Automatizzazione del flusso di lavoro per la gestione delle spese: Rules that publish repeat costs without you touching them
  • Automazione della contabilità tramite intelligenza artificiale: OCR and AI extraction that removes manual data entry
  • Gestione aziendale: Team access, roles, and client folders in one place
  • Integrazione con software di contabilità: Direct links to 30+ accounting platforms and thousands of banks
  • Acquisizione di ricevute e fatture: Four submission routes, including a personal email inbox
  • Salute e analisi dei dati: Checks that flag duplicates and missing details

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

Per una recensione completa, consulta la nostra Revisione Destrezza.

Cos'è Dext?

Prezzi Dext

Here is what Dext costs in 2026:

PianoPrezzoIdeale per
Abbonamento annuale$25.21Sole traders and small businesses paying yearly

Prova gratuita: Yes — 14 days, no card needed to start.

Garanzia di rimborso: No formal guarantee, but you can cancel before renewal.

Prezzi Dext

💰 Miglior rapporto qualità-prezzo: Annually Subscription at $25.21 — the yearly commitment beats monthly billing.

Destrosio contro alternative

So how does Dext compare? Here is the landscape:

AttrezzoIdeale perPrezzoValutazione
DestroAcquisizione del documento25,21 dollari al mese⭐ 4.3
HubdocXero utentiGratuito con Xero⭐ 4.0
Ingresso automaticoLow volume$ 12/mese⭐ 4.2
ExpensifyStaff expenses5 dollari al mese⭐ 4.4
XeroContabilità completa$20/mese⭐ 4.4
QuickBooksUS businesses$35/mese⭐ 4.3
Zoho BooksBilanci ristretti$20/mese⭐ 4.4
FreshBooksFatturazione dei servizi21 dollari al mese⭐ 4.3

Scelte rapide:

  • Il migliore in assoluto: Dext — the most accurate extraction of the group.
  • Miglior budget: Hubdoc — free on several Xero plans.
  • Ideale per principianti: Onda — nothing to configure on day one.
  • Best for staff expenses: Expensify — built for people who viaggio.

🎯 Alternative 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.
  • 🏢 Saggio: Long-standing accounting software built for growing businesses with payroll needs.
  • 💰 Zoho Books: Affordable books with solid invoicing for small teams watching costs.
  • Sinder: Syncs sales and payment transactions from Stripe, PayPal, and Shopify.
  • 📈 Fine mese 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.
  • 🔧 Aggiornami: Lightweight receipt handling for very small teams and sole traders.
  • 👶 Onda: Free invoicing and accounting for liberi professionisti Siamo solo all'inizio.
  • 💼 Accelerare: Personale e piccola impresa 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.
  • 🎯 Inserimento automatico: 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.

Per l'elenco completo, consultare il nostro Alternative a Dext guida.

⚔️ Confronto Dext

Here is how Dext stacks up against each one:

Inizia subito a usare Dext

You now know how Dext works across every major feature:

  • ✅ Costi Posta in arrivo
  • ✅ Acquisisci ricevute e fatture
  • ✅ Cronologia degli invii
  • ✅ Automatizzazione del flusso di lavoro delle spese
  • ✅ Automazione della contabilità tramite intelligenza artificiale
  • ✅ Gestione aziendale
  • ✅ Integrazione con software di contabilità
  • ✅ Acquisizione di ricevute e fatture
  • ✅ Salute e analisi dei dati

Passo successivo: pick one feature and try it today.

Most people start with the Costs Inbox.

Ci vogliono meno di cinque minuti.

Domande frequenti

Dext è facile da usare?

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.

Come funziona il 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.

Come utilizzare Dext per le spese?

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.

Come faccio a inviare le ricevute 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.

Come si 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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