Quick Start
This guide covers every Dext feature:
- Rozpoczęcie pracy — Create account and basic setup
- How to Use Costs Inbox — View and manage all submitted expenses
- How to Use Capture Receipts & Invoices — Snap photos or upload files instantly
- How to Use Submission History — Track every document you’ve sent
- How to Use Automating Expense Workflow — Set rules to process costs automatically
- How to Use AI Bookkeeping Automation — Let AI categorize and publish expenses
- How to Use Business Management — Manage clients and team members
- How to Use Integrate with Accounting Software — Connect Xero, QuickBooks, or Sage
- How to Use Receipt and Invoice Capture — Use mobile app and email forwarding
- How to Use Data Health and Insight — Spot errors before they reach your books
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Rozwiązywanie problemów | Wycena | Alternatywy
Why Trust This Guide
I’ve used Dext for over 12 months and tested every feature covered here. This how to use Dext article comes from real hands-on experience — not marketing fluff or vendor screenshots.
Dext is one of the most powerful księgowość automation tools available today.
But most users only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
Dext Tutorial
This complete Dext tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Zręczność
Stop chasing receipts and typing invoices by hand. Dext captures financial documents with 99.9% accuracy and syncs them to your księgowość software automatically. Start your free trial today.
Rozpoczęcie pracy z Dext
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Watch this quick overview first:
Now let’s walk through each step.
Step 1: Create Your Account
Go to dext.com and click “Start a Free Trial.”
Enter your email address and create a password.
Choose whether you’re a biznes owner or accountant.
✓ Checkpoint: Sprawdź swoje skrzynka odbiorcza for a confirmation email.
Step 2: Download or Access the App
Dext works on web, iOSi Androida.
Download the Dext app from the App Store or Google Play.
Log in with your new account.
Here’s what the dashboard looks like:
✓ Checkpoint: You should see the main Dext dashboard.
Step 3: Complete Initial Setup
Connect your accounting software (Xero, QuickBooks, or Sage).
Add your business details and tax settings.
Set up your unique Dext email address for forwarding invoices.
✅ Done: You’re ready to use any feature below.
How to Use Dext Costs Inbox
Skrzynka odbiorcza kosztów lets you view and manage all submitted expenses in one place.
Here’s how to use it step by step.
Watch Costs Inbox in action:
Now let’s break down each step.
Step 1: Open the Costs Inbox
Click “Costs” in the left sidebar of your Dext dashboard.
Select “Inbox” to see all pending items.
Step 2: Review Each Item
Click any item to see the extracted data.
Dext shows the supplier, amount, date, and tax details.
Verify the category and payment method are correct.
✓ Checkpoint: You should see extracted data next to the receipt image.
Step 3: Publish to Your Accounting Software
Click “Publish” to send the item to Xero, QuickBooks, or Szałwia.
Or select multiple items and use “Bulk Publish.”
✅ Result: Your expenses are now in your oprogramowanie księgowe.
💡 Wskazówka: Use filters to sort your inbox by date, supplier, or status. This saves time when you have dozens of items waiting.
How to Use Dext Capture Receipts & Invoices
Przechwytywanie paragonów i faktur lets you digitize paper documents natychmiast.
Here’s how to use it step by step.
Watch Capture Receipts & Invoices in action:
Now let’s break down each step.
Step 1: Choose Your Submission Method
Dext gives you multiple ways to submit documents.
Use the mobile app camera, email forwarding, or drag-and-drop.
You can also connect WhatsApp or Dropbox for uploads.
Step 2: Submit Your Document
On mobile, tap the camera icon and snap a photo of your receipt.
For email, forward the invoice to your unique Dext email address.
On desktop, drag and drop files into the upload area.
✓ Checkpoint: Your document should appear in the Costs Inbox within seconds.
Step 3: Verify Extracted Data
Dext’s OCR reads the supplier, amount, date, and tax automatically.
Review the extracted fields and correct anything that’s wrong.
✅ Result: Your receipt is digitized and ready to publish.
💡 Wskazówka: Use “Single Mode” for one receipt at a time and “Combine Mode” for multi-page invoices. This prevents splitting errors.
How to Use Dext Submission History
Historia zgłoszeń lets you track every document you’ve ever sent to Dext.
Here’s how to use it step by step.
Watch Submission History in action:
Now let’s break down each step.
Step 1: Navigate to Submission History
Click “Costs” in the sidebar, then select “Submission History.”
You’ll see a timeline of every submitted document.
Step 2: Search and Filter Records
Use the search bar to find documents by supplier or date.
Apply filters for status like “Published” or “Pending.”
✓ Checkpoint: You should see a filtered list of your submitted items.
Step 3: Review or Resubmit Items
Click any item to see its full details and original image.
If something was rejected, you can edit and resubmit it.
✅ Result: You have a full rewizja trail of every financial document.
💡 Wskazówka: Export your submission history before tax season. It makes finding supporting documents much faster during an audit.
How to Use Dext Automating Expense Workflow
Automatyzacja przepływu pracy wydatków lets you set rules so costs process themselves.
Here’s how to use it step by step.
Watch Automating Expense Workflow in action:
Now let’s break down each step.
Step 1: Open Supplier Rules
Go to Settings and click “Supplier Rules.”
This is where you create automatic categorization rules.
Step 2: Create a New Rule
Select a supplier like “Amazon” or “Uber.”
Assign the default category, tax rate, and payment method.
Turn on “Auto Publish” if you want it sent automatically.
✓ Checkpoint: Your rule should appear in the Supplier Rules list.
Step 3: Test the Rule
Submit a new receipt from that supplier.
Dext should auto-categorize it based on your rule.
✅ Result: Future receipts from this supplier are processed automatically.
💡 Wskazówka: Set up rules for your top 10 suppliers first. This alone can automate 80% of your expense processing.
How to Use Dext AI Bookkeeping Automation
Księgowość AI Automatyzacja lets you use machine learning to categorize expenses.
Here’s how to use it step by step.
Watch AI Bookkeeping Automation in action:
Now let’s break down each step.
Step 1: Enable AI Suggestions
Go to Settings and find “AI & Automation.”
Turn on smart category suggestions.
Step 2: Review AI Recommendations
Open any new item in your Costs Inbox.
Dext shows AI-suggested categories, descriptions, and payment methods.
Accept or edit each suggestion.
✓ Checkpoint: You should see AI suggestions highlighted on each item.
Step 3: Train the AI Over Time
The more you accept or correct suggestions, the smarter Dext gets.
After a few weeks, accuracy improves for your specific business.
✅ Result: Dext auto-categorizes most expenses without your input.
💡 Wskazówka: Combine AI suggestions with Supplier Rules for maximum automation. The AI handles new suppliers while rules handle known ones.
How to Use Dext Business Management
Business Management lets you manage team members and client accounts.
Here’s how to use it step by step.
Watch Business Management in action:
Now let’s break down each step.
Step 1: Invite Team Members
Go to “Manage” and click “Users.”
Click “Invite User” and enter their email address.
Step 2: Set Permissions
Choose a role: Admin, Standard User, or Limited User.
Admins can publish and manage settings.
Standard users can submit and review items.
✓ Checkpoint: The invited user should receive an email invitation.
Step 3: Manage Multiple Businesses
If you manage multiple entities, switch between them from the top menu.
Each business has its own inbox, rules, and integration settings.
✅ Result: Your whole team can submit and manage expenses together.
💡 Wskazówka: Give employees “Limited User” access so they can only submit receipts. This keeps your accounting data safe from accidental edits.
How to Use Dext Integrate with Accounting Software
Integrate with Accounting Software lets you sync data to Xero, QuickBooks, or Sage.
Here’s how to use it step by step.
Watch Integrate with Accounting Software in action:
Now let’s break down each step.
Step 1: Choose Your Accounting Software
Go to Settings and click “Connections.”
Select Xero, QuickBooks Online, Sage, or another supported platform.
Step 2: Authorize the Connection
Click “Connect” and log in to your accounting software.
Grant Dext permission to read and write data.
Map your chart of accounts and tax codes.
✓ Checkpoint: You should see a green “Connected” status.
Step 3: Test the Sync
Publish one item from your Costs Inbox.
Check your accounting software to confirm it arrived correctly.
✅ Result: Dext now syncs all published items to your accounting software.
💡 Wskazówka: Connect your bank feeds too. Dext can match bank transactions with submitted receipts for faster reconciliation.
How to Use Dext Receipt and Invoice Capture
Receipt and Invoice Capture lets you use the mobile app and email to collect documents.
Here’s how to use it step by step.
Watch Receipt and Invoice Capture in action:
Now let’s break down each step.
Step 1: Open the Dext Mobile App
Launch the Dext app on your phone.
Tap the green “+” button to start a capture.
Step 2: Capture Your Receipt
Point your camera at the receipt and tap to snap a photo.
For long receipts, use the “Long Receipt” mode to capture in sections.
You can also upload PDFs or images from your phone gallery.
✓ Checkpoint: The receipt should upload and start processing.
Step 3: Forward Invoices by Email
Find your unique Dext email address in Settings.
Forward any invoice email to that address.
Dext extracts the data from email attachments automatically.
✅ Result: Receipts and invoices arrive in your inbox without manual typing.
💡 Wskazówka: Set up auto-forwarding rules in your email client. This sends supplier invoices to Dext without you lifting a finger.
How to Use Dext Data Health and Insight
Data Health and Insight lets you spot bookkeeping errors before they reach your accounts.
Here’s how to use it step by step.
Watch Data Health and Insight in action:
Now let’s break down each step.
Step 1: Open the Data Health Dashboard
Click “Insights” or “Data Health” in your Dext menu.
You’ll see a health score for your bookkeeping data.
Step 2: Review Flagged Issues
Dext highlights duplicates, missing data, and categorization errors.
Click each flag to see the specific issue and affected item.
✓ Checkpoint: You should see a list of items needing attention.
Step 3: Fix and Resolve Issues
Click “Fix” on each flagged item to correct the error.
Mark false positives as “Resolved” to clear them.
✅ Result: Your financial data is clean and ready for reporting.
💡 Wskazówka: Check Data Health weekly, not monthly. Catching errors early prevents cascading mistakes in your accounts.
Dext Pro Tips and Shortcuts
After testing Dext for over 12 months, here are my best tips.
Skróty klawiaturowe
| Action | Shortcut |
|---|---|
| Publish selected item | Ctrl + Enter |
| Move to next item | Arrow Down |
| Select multiple items | Ctrl + Click |
| Search items | Ctrl + F |
Hidden Features Most People Miss
- WhatsApp Submissions: Send photos of receipts via WhatsApp to your Dext number for instant upload without opening the app.
- Fetch Invoices Automatically: Connect supplier portals like Amazon and PayPal so Dext pulls invoices for you every day.
- Smart Splits: Split one receipt across multiple categories or tax codes — perfect for mixed-use purchases.
Dext Common Mistakes to Avoid
Mistake #1: Not Setting Up Supplier Rules
❌ Wrong: Manually categorizing every single receipt from the same supplier.
✅ Right: Create supplier rules for your top vendors so Dext categorizes them automatically every time.
Mistake #2: Submitting Blurry Photos
❌ Wrong: Snapping quick photos in poor lighting, causing OCR errors.
✅ Right: Place receipts on a flat surface with good lighting. Use the Dext app’s auto-crop feature for clean captures.
Mistake #3: Ignoring Duplicate Warnings
❌ Wrong: Publishing items without checking Dext’s duplicate alerts.
✅ Right: Always review duplicate flags before publishing. Duplicate entries cause reconciliation headaches później.
Dext Troubleshooting
Problem: OCR Extracts Wrong Data
Cause: Blurry image, crumpled receipt, or unusual font on the document.
Naprawić: Retake the photo with better lighting. Flatten the receipt on a dark background. For PDFs, upload the original file instead of a screenshot.
Problem: Items Not Syncing to Accounting Software
Cause: Your integration connection may have expired or been revoked.
Naprawić: Go to Settings, click Connections, and reconnect your accounting software. Then republish the failed items.
Problem: Email Forwarding Not Working
Cause: You’re using the wrong Dext email address or your email client blocks the forward.
Naprawić: Double-check your unique Dext email in Settings. Make sure your email client allows forwarding to external addresses. Test with a simple email first.
📌 Notatka: If none of these fix your issue, contact Dext support.
Czym jest Dext?
Zręczność is a bookkeeping narzędzie automatyzacji that captures receipts, invoices, and financial documents with 99.9% accuracy.
Think of it like a smart filing cabinet that reads your receipts and sends the data to your accounting software.
It includes these key features:
- Costs Inbox: Central hub for all your submitted expenses.
- Capture Receipts & Invoices: Snap photos or upload files to digitize documents.
- Submission History: Full audit trail of every document sent to Dext.
- Automating Expense Workflow: Rules that categorize and publish costs automatically.
- AI Bookkeeping Automation: Machine learning that gets smarter over time.
- Business Management: Team and multi-entity management tools.
- Integrate with Accounting Software: Connects to Xero, QuickBooks, Sage, and 30+ platforms.
- Receipt and Invoice Capture: Mobile app and email-based document collection.
- Data Health and Insight: Automated error detection and bookkeeping audits.
For a full review, see our Dext review.
Dext Pricing
Here’s what Dext costs in 2026:
| Plan | Cena | Najlepsze dla |
|---|---|---|
| Annually Subscription | $24/mo | Małe firmy needing core bookkeeping automation |
Bezpłatny okres próbny: Yes — Dext offers a risk-free trial with full access to key features.
Gwarancja zwrotu pieniędzy: You can cancel monthly plans anytime before the renewal date.
💰 Best Value: Annual subscription at $24/mo — you save compared to monthly billing and get full access to all core features.
Dext vs Alternatives
How does Dext compare? Here’s the competitive landscape:
| Narzędzie | Najlepsze dla | Cena | Rating |
|---|---|---|---|
| Zręczność | Receipt capture and bookkeeping automation | $24/mo | ⭐ 4.3 |
| Xero | Full accounting with invoicing | 29 USD/mies. | ⭐ 4.5 |
| QuickBooks | Wszystko w jednym mała firma księgowość | $1.90/mo | ⭐ 4.4 |
| FreshBooks | Freelancerzy and service businesses | $21/mo | ⭐ 4.3 |
| Koszty | Expense reports and approvals | $5/member/mo | ⭐ 4.1 |
| Hubdoc | Document collection for Xero users | 12 USD/mies. | ⭐ 4.2 |
| Automatyczne wprowadzanie | Automated data entry for Sage | 12 USD/mies. | ⭐ 4.0 |
| Książki Zoho | Budget-friendly full accounting | 0 zł/mies. | ⭐ 4.3 |
Quick picks:
- Best overall: Dext — Best receipt capture accuracy at 99.9%
- Best budget: Zoho Books — Free plan with solid accounting features
- Best for beginners: Fala — Completely free with simple interface
- Best for accountants managing clients: Xero — Deep integration with Dext
🎯 Dext Alternatives
Looking for Dext alternatives? Here are the top options:
- 🚀 Ksero: Full cloud accounting with invoicing, bank reconciliation, and payroll. Best for businesses that want accounting plus receipt capture in one platform.
- 💰 Szałwia: Established accounting software with strong compliance tools. Free tier available for solo users starting out.
- 🎨 Książki Zoho: Budget-friendly accounting with a free plan for small businesses. Great if you already use the Zoho ecosystem.
- ⚡ Synder: Syncs e-commerce and payment platform data into your books automatically. Ideal for online sellers using Stripe or Shopify.
- 🔒 Łatwy koniec miesiąca: Focused on month-end close and reconciliation. Perfect for accountants who need structured workflows.
- 🧠 Docyt: AI-powered accounting automation for multi-location businesses. Handles high volumes with minimal manual input.
- 👶 Puzzle IO: Modern accounting with real-time dashboards and free basic plan. Good for startups and early-stage companies.
- 🏢 Odśwież mnie: Personal finance tracking with simple budgeting tools. Best for individuals managing household expenses.
- 🔧 Fala: Completely free accounting and invoicing. Best for freelancers and solopreneurs on a tight budget.
- 🌟 Ożywiać: Personal and small business finance management starting at $2.99/mo. Strong budgeting and investment tracking features.
- ⭐ Hubdoc: Document collection tool that pairs well with Xero. Automatically fetches bills from supplier portals.
- 🎯 Koszty: Expense reporting with receipt scanning and approval workflows. Best for teams that need expense policy enforcement.
- 💼 QuickBooks: Most popular small business accounting software. Plans start at $1.90/mo with full bookkeeping and tax tools.
- 📊 Automatyczne wprowadzanie: Automated data entry tool owned by Sage. Processes invoices and bank statements with OCR technology.
- 🔥 FreshBooks: Invoicing-first accounting for freelancers and service businesses. Clean interface with time tracking built in.
- 💎 NetSuite: Enterprise-grade ERP and accounting from Oracle. Best for growing companies that need advanced financial reporting.
For the full list, see our Alternatywy Dext guide.
⚔️ Dext Compared
Here’s how Dext stacks up against each competitor:
- Dext kontra Xero: Dext wins for receipt capture accuracy. Xero wins for full accounting features. Many users run both together.
- Zręczność kontra Mędrzec: Dext has better OCR and mobile capture. Sage offers a broader accounting suite with compliance tools.
- Dext kontra Zoho Books: Dext is stronger for document automation. Zoho Books wins on price with a free plan and full accounting.
- Dext kontra Synder: Dext is better for receipt capture. Synder wins for e-commerce transaction syncing with Stripe and Shopify.
- Dext vs Easy Koniec miesiąca: Dext excels at document capture. Easy Month End is better for structured month-end close processes.
- Dext kontra Docyt: Dext is more affordable for small businesses. Docyt handles higher volumes with deeper AI automation.
- Dext vs Puzzle IO: Dext has more mature receipt capture. Puzzle IO offers modern dashboards and a free accounting basics plan.
- Dext kontra RefreshMe: Dext is built for businesses. RefreshMe targets personal finance and household budgeting.
- Zręczność kontra Fala: Dext has far superior OCR and automation. Wave wins on price since it’s completely free.
- Dext kontra Quicken: Dext focuses on business bookkeeping automation. Quicken is better for personal finance and investment tracking.
- Dext kontra Hubdoc: Both capture documents, but Dext has better AI and broader integrations. Hubdoc is free with Xero subscriptions.
- Dext kontra Expensify: Dext wins for bookkeeping automation. Expensify is better for employee expense reports and approval workflows.
- Dext kontra QuickBooks: Dext has better receipt capture. QuickBooks offers a complete accounting solution with tax preparation.
- Zręczność kontra automatyczne wprowadzanie: Both offer OCR data entry. Dext has more integrations and AI features. AutoEntry works best with Sage.
- Dext kontra FreshBooks: Dext is stronger for expense capture. FreshBooks wins for invoicing and client-facing time tracking.
- Dext kontra NetSuite: Dext is built for SMBs. NetSuite targets mid-market and enterprise companies needing full ERP.
Start Using Dext Now
You learned how to use every major Dext feature:
- ✅ Costs Inbox
- ✅ Capture Receipts & Invoices
- ✅ Submission History
- ✅ Automating Expense Workflow
- ✅ AI Bookkeeping Automation
- ✅ Business Management
- ✅ Integrate with Accounting Software
- ✅ Receipt and Invoice Capture
- ✅ Data Health and Insight
Next step: Pick one feature and try it now.
Most people start with Capture Receipts & Invoices.
It takes less than 5 minutes.
Często zadawane pytania
Is Dext easy to use?
Yes, Dext is designed for non-accountants. The mobile app lets you snap a receipt photo and submit it in seconds. The web dashboard organizes everything by supplier, date, and status. Most users get comfortable within their first week.
How does Dext software work?
Dext uses OCR and AI to extract data from receipts, invoices, and bank statements. You submit documents by photo, email, or upload. Dext reads the supplier, amount, date, and tax details automatically. Then it syncs that data to your accounting software like Xero or QuickBooks.
How to use Dext for expenses?
Open the Dext mobile app and snap a photo of your expense receipt. Dext extracts the key data within seconds. Review the details in your Costs Inbox and click “Publish” to send it to your accounting software. You can also set up supplier rules to automate the entire process.
How do I send receipts to Dext?
You have several options. Use the mobile app to take a photo. Forward invoice emails to your unique Dext email address. Drag and drop files on the web dashboard. Or send a photo via WhatsApp. Dext also connects to supplier portals to auto-fetch invoices from Amazon, PayPal, and more.
How much does Dext cost a month?
Dext’s annual subscription costs $24 per month. Pricing varies based on the number of users and document volume you need. Dext also offers a free trial so you can test all features before committing. Annual billing gives you a discount compared to monthly plans.
How much does Dext cost per month?
On the annual plan, Dext costs $24 per month for businesses. Practice plans for accountants and bookkeepers start at a different rate depending on client count. Monthly plans cost more than annual plans. Check Dext’s pricing page for the most current rates.
Is Dext free to use?
Dext is not free, but it offers a free trial with full feature access. No credit card is required to start the trial. After the trial, you’ll need a paid subscription. The annual plan starts at $24 per month for businesses.
How do you use Dext?
Start by creating a free account and connecting your accounting software. Then submit receipts using the mobile app, email, or drag-and-drop. Dext extracts the data automatically. Review items in your Costs Inbox and publish them to your accounting software with one click.
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