How to use Dext to Automate Your Bookkeeping Fast in 2026?

Do you hate digging through piles of crumpled receipts?

It is a total pain. You waste hours manually entering データ every week.

One small mistake can actually mess up your whole tax return.

This stress keeps you away from growing your actual 仕事.

There is a much better way. Dext handles the hard work for you.

This guide shows you exactly how to use Dext to save time.

さあ 作る your life easier right now.

デクスト

Ready to reclaim 10+ hours a month? See how Dext’s automated data entry, expense tracking, and 報告 can streamline your finances. 

Dextを無料でお試しください 全文レビューを読む デクストの代替品

Dext Tutorial

Getting started is easy and takes just a few minutes.

First, download the app on your phone.

Snap a clear photo of any receipt you have. The AI reads the data for you.

Finally, send it to your 会計 ソフトウェア。

How to use Dext Bookkeeping Automation

Automating your books is the best way to save time.

Dext Prepare does the heavy lifting for you.

It connects your real-world spending to your digital books.

You do not have to type in data by hand anymore.

Follow these steps to set up your workflow and let the system run itself.

Step 1: Connect Your Software

You need to link your accounts first. This tells Dext where to send your data.

• Log in to your Dext account using the web app on your computer.
• Go to the “Connections” tab to link your 会計 ソフトウェア。
• Navigate to the “Bank” section.
• Click “Add Bank Account” to set up a bank feed.
• This lets the system match your receipts to your bank account transactions effortlessly.

Step 2: Feed Data into the System

オートメーション needs data to work. You can submit receipts and invoices in many ways.

• Mobile Capture: Open the mobile app (also called the Dext app).
  • Use “Single Mode” for one document.
  • Switch to multiple modes if you have several documents. This lets you snap many photos in a row.
  • Usethe combine mode if a bill has multiple pages.
  • If you have a very long bill, take a picture of the long receipt, and the app stitches it together.
• Computer Upload: You can start uploading documents directly on the web. If you have a lot of files, you can even drop in a zip file.
• Email Forwarding: Every user gets a unique Dext email address. Forward your digital bills there to skip the manual upload.

Step 3: Set Rules to Auto Publish

Now you can tell Dext what to do with that data.

• The system will automatically pull the date, total, and tax from your photos.
• You can also upload supplier statements to check if you missed any invoices.
• Go to your supplier settings and turn on auto-publish for regular bills.
• Once this is on, your paperwork goes straight to your accounting software without you having to click a thing.

How to use Dext for Business Management

Running a company means watching every penny.

Dext helps you manage your team and money in one place.

Getting started with Dext for 仕事 management is simple.

It lets you track who spends what and keeps your records straight.

Here is how to process your admin work without the stress.

Step 1: Add Your Team Members

You do not have to do everything alone.

You can create accounts for your staff to work collaboratively.

• Go to the “Users” tab in the menu.
• Click to add a new user by entering their email.
• This lets them submit items themselves.
• They can upload receipts or use the app to submit expenses.
• You can control their access so they only see what they need to see.

Step 2: Control How Data is Captured

Make sure your team knows how to send in a document.

• Most employees will be using the mobile app.
• Teach them to use single mode for a quick snap of one receipt.
• They can also forward digital invoices to their designated email address.
• You can set rules for line item extraction. This reads every single line on a bill, not just the total.
• This is how Dext works to provide more detail about what you are buying.

Step 3: Track Costs and Reports

You need to see where your money goes.

This step helps you organize financial data for you and your clients.

• Use the dashboard to view all transactions in real time.
• This helps you control costs before they get too high.
• You can connect Dext to your accounting software to keep the two systems in sync.
• When you are ready, you can bundle these expenses into a report.
• This makes it easy to spot errors before you officially file your taxes.

How to use Dext to Capture Receipts & Invoices

Capturing paperwork is easy with Dext.

It moves data from paper into your computer systems.

You can stop losing receipts and save time.

Step 1: Snap Photos on Your Phone

Use your phone to capture data quickly.

• Open the app and look at the camera screen.
• Select the camera mode that fits your needs.
• Take a clear image of the receipt.
• Make sure the date and total paid are visible.
• You can add a note to your team explaining the cost.
• This helps you skip typing it out later.

Step 2: Send Digital Files

You do not need to print out online bills.

• Forward files and PDFs directly to your Dext 受信トレイ.
• You can invite your suppliers or a new vendor to email bills to you.
• You can also upload a single page from your computer.
• This keeps all relevant documents in one place.

Step 3: Review and Publish

Once the data is in, you need to check it.

• Start by navigating to your inbox to see new items.
• Log in and review the details.
• You can edit the sales tax or category if needed.
• Set rules so the system learns for next time.
• Match the receipt to your bank feed.
• Finally, hit publish to finish.
• This article helps you master every step.

Alternatives to Dext

• ゼロ: 人気のクラウドベースの会計プラットフォームです。Ateraの簿記機能の代替として、請求書発行、銀行照合、経費追跡などのツールを提供しています。
• セージ: 有名なビジネス管理ソフトウェアプロバイダーである Sage は、Atera の財務管理モジュールの代替として使用できるさまざまな会計および財務ソリューションを提供しています。
• Zohoブックス: Zohoスイートの一部であるこのツールは、中小企業向けの強力な会計ツールです。請求書発行、経費追跡、在庫管理などをサポートし、包括的な財務ツールを必要とする企業にとって優れた代替手段となります。
• シンダー: このソフトウェアは、eコマースおよび決済プラットフォームと会計ソフトウェアの同期に重点を置いています。販売チャネルから帳簿へのデータフローを自動化する必要がある企業にとって、便利な代替手段となります。
• 楽な月末: このツールは、月末処理プロセスを効率化するために特別に設計されています。財務報告と決算処理業務の改善と自動化を目指す企業にとって、最適な代替手段となります。
• ドシット: AIを活用した簿記プラットフォームであるDocytは、財務ワークフローを自動化します。リアルタイムデータと自動文書管理を提供するAteraのAI駆動型簿記機能の直接的な競合製品です。
• パズルIO: これはスタートアップ向けに開発された最新の会計ソフトウェアです。AIを活用して簿記を自動化し、リアルタイムの財務情報を提供します。シンプルでテクノロジー主導のソリューションを求める急成長企業にとって、優れた選択肢となります。
• リフレッシュミー: これは個人向けの財務管理プラットフォームです。直接的なビジネス向け代替手段ではありませんが、経費や請求書の追跡など、同様の機能を提供しています。
• 波: これは人気の無料財務ソフトウェアです。請求書作成、会計、領収書のスキャンなど、フリーランサーや中小企業に最適です。
• クイックン: 個人および中小企業の財務管理に定評のあるツールです。予算作成、支出追跡、財務計画に役立ちます。
• ハブドック: このソフトウェアは文書管理ツールです。財務文書を自動的に取得し、会計ソフトウェアと同期します。
• エクスペンシファイ: このプラットフォームは経費管理に重点を置いています。領収書のスキャン、出張、経費報告書の作成に最適です。
• クイックブックス: 最も広く使用されている会計ソフトウェア プログラムの 1 つです。 QuickBooks は、財務管理のためのツール一式を提供する強力な代替手段です。
• 自動入力: このツールはデータ入力を自動化します。Ateraの領収書および請求書取得機能の優れた代替手段となります。
• フレッシュブックス: このプログラムは請求書作成と会計処理に最適です。時間と経費をシンプルに追跡したいフリーランサーや中小企業に人気です。
• ネットスイート: 強力で包括的なクラウドベースのビジネス管理スイート。NetSuiteは、財務管理以上の機能を必要とする大規模企業にとって最適な選択肢です。

Dextの比較

結論

Learning how to use Dext changes the way you work.

You no longer have to stress over lost receipts.

You can stop typing data by hand. The app does the hard work for you.

It organizes your money and keeps your team on track.

This gives you more free time to grow your actual business.

You can relax knowing your books are accurate.

Start simple. Snap a few photos today. Connect your bank and let the automation run.

Your future self will thank you for getting organized right now.

よくある質問

More Facts about Dext

• Smart Reading: Dext uses special smart technology (called AI) to read and pull information from the documents you upload.
• Automatic Downloads: The software can connect to supplier websites to automatically find and download your bills.
• 多くの接続: Dext integrates with over 30 other accounting programs and connects to more than 11,500 banks and financial institutions.
• Three Main Tools: Dext is a family of three tools: Dext Prepare (for receipts), Dext Precision (for error checking), and Dext Commerce (for online sales).
• Fast Scanning: The software can process a document in about 30 seconds, which is much quicker than typing it in by hand.
• 高精度： The technology it uses to read text is very accurate, getting it right more than 99% of the time.
• モバイルアプリ: You can use the Dext app on your phone to snap a photo of a receipt, and it will 即座に upload it to your account.
• Catching Mistakes: The “Precision” tool analyzes your data to find duplicate payments orincorrect amountss so you can fix them quickly.
• 健康スコア: It gives your business data a “Health Score” to show you how accurate and clean your financial records are.
• Online Sellers: The “Commerce” tool is built for people who sell things on websites like Amazon or Shopify. It automatically grabs all the sales data.
• Safe Storage: Dext keeps your digital records safe for 10 years using the same security banks use.
• 経費追跡: It helps business owners see exactly how much they are spending in real time.
• Mileage Tracking: You can use the app to track how many work miles you drive so you can be reimbursed for 旅行 costs.
• チームアクセス: You can give your employees their own login so they can upload their own receipts without seeing everything else.