Início rápido
Este guia abrange todas as funcionalidades do Dext:
- Começando — Create your account and connect your accounting software
- Como usar a caixa de entrada de custos — Collect every supplier invoice in one inbox before you process it
- Como usar o Capture Recibos e Faturas — Snap a photo of any receipt with the Dext mobile app in seconds
- Como usar o histórico de envios — Track every item you submit and see exactly where it landed
- Como usar a automação do fluxo de trabalho de despesas — Set supplier rules once and let Dext handle repeat costs for you
- Como usar a automação contábil com IA — Let OCR and AI read your documents instead of typing data by hand
- Como usar a gestão empresarial — Invite your team and clients so everyone can work collaboratively
- Como integrar com o software de contabilidade — Connect Dext to Xero, QuickBooks, or Sage in about two minutes
- Como usar a captura de recibos e faturas — Send documents by email, web app, or mobile app whenever suits you
- Como usar o Data Health and Insights — Spot missing details before bad financial data reaches your ledger
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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 contabilidade software today.
Most people only ever use it to submit receipts.
This guide shows you how to use Dext properly, feature by feature.
Passo a passo, com capturas de tela e dicas profissionais.
Tutorial Dext
This How to use Dext tutorial walks you through Dext Prepare from first login to advanced automação.
Destreza
Stop typing receipts into spreadsheets. Dext reads your invoices with OCR and AI, then sends clean financial data into over 30 contabilidade software platforms. Snap a photo, forward an email, or let Dext pull invoices from supplier portals on its own.
Primeiros passos com o Dext
Antes de usar qualquer recurso, conclua esta configuração única.
Leva cerca de três minutos.
Here is what the first week actually looked like for me:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
Go to the Dext website and click Comece seu teste gratuito.
Enter your email and create a password for your new Dext account.
✓ Ponto de verificação: Verifique o seu caixa de entrada para o e-mail de confirmação.
Passo 2: Acesse o aplicativo web ou o aplicativo móvel.
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.
Eis como se apresenta a tela principal:
✓ Ponto de verificação: 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.
✅ Concluído: Você está pronto para usar qualquer um dos recursos abaixo.
Como usar a caixa de entrada de custos do Dext
Caixa de entrada de custos lets you collect every supplier invoice in one place before you process it.
Veja como usá-lo passo a passo.
Passo 1: Abra a caixa de entrada de custos.
Log in to the Dext web app.
Clique Custos 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.
Eis como isso se parece:
✓ Ponto de verificação: Every document you add shows a processing badge within seconds.
Etapa 3: Revisar e 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.
💡 Dica profissional: Sort the inbox by supplier so you can review one vendor at a time.
Como usar o Dext Capture para recibos e faturas
Capturar recibos e faturas lets you capture a paper receipt with your phone the second you are handed it.
Veja como usá-lo passo a passo.
Step 1: Install the Dext App
Baixe o aplicativo Dext na App Store ou no 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Use combine mode for a long receipt that runs across several photos.
Como usar o histórico de envios do Dext
Histórico de envios lets you see every item you submit and check what happened to it.
Veja como usá-lo passo a passo.
Step 1: Open the History Screen
Click your name, then choose Histórico de envios.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Export the log to CSV before a tax deadline to prove what you filed.
Como usar o Dext para automatizar o fluxo de trabalho de despesas
Automatizando o fluxo de trabalho de despesas lets you set rules once so repeat suppliers need no manual work at all.
Veja como usá-lo passo a passo.
Step 1: Create a Supplier Rule
Open a published item from a supplier you see every month.
Clique Criar regra 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Dext can also connect to supplier portals and automatically pull invoices down.
Como usar a automação de contabilidade com IA da Dext
Automação de Contabilidade por IA lets you read data off your documents with OCR and AI instead of typing.
Veja como usá-lo passo a passo.
Etapa 1: Carregar um 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Turn on line item extraction only for suppliers whose invoices you split by category.
How to Use Dext Business Manager
Negócios Gerenciamento lets you bring your team and your clients into one shared workspace.
Veja como usá-lo passo a passo.
Passo 1: Abra as Configurações da Equipe
Click the gear icon, then choose Equipe.
Selecione 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Give your accountant full access cedo so they can set your categories properly.
How to Use Dext Accounting Software
Integre com o software de contabilidade. lets you push finished items straight into the accounting software you already run.
Veja como usá-lo passo a passo.
Passo 1: Abra as integrações
Vá para Account Settings, então Integrações.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Dext links to 11,500 banks and institutions, so check yours before you pay.
Como usar o Dext para captura de recibos e faturas
Captura de Recibos e Faturas lets you send documents in by email, web app, or phone.
Veja como usá-lo passo a passo.
Step 1: Find Your Dext Email Address
Abrir 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Send one document per email so the extraction stays accurate.
Como usar o Dext Data Health and Insight
Saúde e insights de dados lets you catch gaps in your financial data before they reach your books.
Veja como usá-lo passo a passo.
Step 1: Open the Insights Page
Clique Percepções no 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Check insights on the first of each month before your accountant does.
Dicas e Atalhos do Dext Pro
After eight months of navigating Dext daily, these are the tips that stuck.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Publish current item | Ctrl + Enter |
| Next document | Right arrow |
| Previous document | Left arrow |
| Edit supplier field | Aba |
Características ocultas que a maioria das pessoas não percebe
- 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.
Erros comuns a evitar no Dext
Mistake #1: Publishing Before You Check the Data
❌ Errado: Hitting publish on a batch without reading a single line.
✅ Direita: Scan the supplier, date, and total on each document first.
Mistake #2: Photographing a Long Receipt in One Shot
❌ Errado: Standing back to fit a long receipt into one photo.
✅ Direita: Use combine mode and shoot it in two or three clear sections.
Mistake #3: Skipping the Accounting Software Connection
❌ Errado: Uploading documents for weeks with no integration set up.
✅ Direita: Connect the two systems on day one so nothing needs re-entry.
Solução de problemas do Dext
Problem: Documents Stay Stuck in Processing
Causa: The image is blurry, or the pdf is password protected.
Consertar: 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.
Consertar: 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.
Consertar: Reconnect the integration, then re-publish the affected items.
📌 Observação: Se nenhuma dessas soluções resolver o seu problema, entre em contato com o suporte da Dext.
O que é Dext?
Destreza 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Caixa de entrada de custos: One inbox that holds every cost document you send in
- Capturar recibos e faturas: Photo capture that turns paper into data on the spot
- Histórico de envios: A full log of what you sent and where it went
- Automatizando o fluxo de trabalho de despesas: Rules that publish repeat costs without you touching them
- Automação da contabilidade por IA: OCR and AI extraction that removes manual data entry
- Gestão Empresarial: Team access, roles, and client folders in one place
- Integração com software de contabilidade: Direct links to 30+ accounting platforms and thousands of banks
- Captura de recibos e faturas: Four submission routes, including a personal email inbox
- Saúde e análise de dados: Checks that flag duplicates and missing details
Dext also gives you a secure environment for storing every receipt and invoice.
Para uma análise completa, consulte nosso artigo. Análise do Dext.
Preços Dext
Here is what Dext costs in 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Assinatura anual | $25.21 | Sole traders and small businesses paying yearly |
Teste grátis: Yes — 14 days, no card needed to start.
Garantia de reembolso: No formal guarantee, but you can cancel before renewal.
💰 Melhor custo-benefício: Annually Subscription at $25.21 — the yearly commitment beats monthly billing.
Dext vs. Alternativas
So how does Dext compare? Here is the landscape:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Destreza | Captura de documentos | US$ 25,21/mês | ⭐ 4,3 |
| Hubdoc | Xero Usuários | Gratuito com o Xero | ⭐ 4,0 |
| Entrada automática | Low volume | US$ 12/mês | ⭐ 4,2 |
| Despesar | Staff expenses | US$ 5/mês | ⭐ 4,4 |
| Xero | Contabilização completa | US$ 20/mês | ⭐ 4,4 |
| QuickBooks | US businesses | US$ 35/mês | ⭐ 4,3 |
| Zoho Books | Orçamentos apertados | US$ 20/mês | ⭐ 4,4 |
| FreshBooks | Faturamento de serviços | US$ 21/mês | ⭐ 4,3 |
Escolhas rápidas:
- Melhor no geral: Dext — the most accurate extraction of the group.
- Melhor orçamento: Hubdoc — free on several Xero plans.
- Ideal para iniciantes: Aceno — nothing to configure on day one.
- Best for staff expenses: Expensify — built for people who viagem.
🎯 Alternativas ao 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.
- 🏢 Sábio: Long-standing accounting software built for growing businesses with payroll needs.
- 💰 Zoho Books: Affordable books with solid invoicing for small teams watching costs.
- ⚡ Snyder: Syncs sales and payment transactions from Stripe, PayPal, and Shopify.
- 📈 Fim de mês tranquilo: 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.
- 🔧 Me atualize: Lightweight receipt handling for very small teams and sole traders.
- 👶 Aceno: Free invoicing and accounting for freelancers Estou apenas começando.
- 💼 Acelerar: Pessoal e pequenas empresas finance tracking in one app.
- ⭐ Hubdoc: The closest rival, bundled free with some Xero plans.
- 📱 Despesas: 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 a lista completa, consulte nosso Alternativas ao Dext guia.
⚔️ Dext Comparado
Here is how Dext stacks up against each one:
- Dext vs Xero: Xero keeps the ledger, Dext feeds it. Most firms run both together.
- Destreza vs. Sábio: Sage handles full accounting. Dext handles the paperwork that feeds Sage.
- Dext vs Zoho Books: Zoho Books is cheaper overall. Dext captures documents far more accurately.
- Dext vs Snyder: Synder syncs sales transactions. Dext captures costs and supplier invoices.
- Dext vs Easy Fim de Mês: Easy Month End closes books. Dext gets the source documents in first.
- Dext vs Docyt: Docyt bundles more bookkeeping. Dext is simpler and faster to learn.
- Destreza vs. Quebra-cabeça E/S: Puzzle IO suits venture-backed startups. Dext fits any business with paper receipts.
- Dext vs RefreshMe: RefreshMe is lighter and cheaper. Dext scales to bigger document volumes.
- Dext vs Wave: Wave is free but basic. Dext wins on extraction accuracy and integrations.
- Dext vs 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 vs Expensify: Expensify owns staff expense claims. Dext owns supplier invoices and costs.
- Dext vs 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 vs FreshBooks: FreshBooks focuses on sales invoices. Dext focuses on incoming costs.
- Dext vs NetSuite: NetSuite is enterprise scale. Dext is affordable for small and mid-sized firms.
Comece a usar o Dext agora mesmo
You now know how Dext works across every major feature:
- ✅ Custos Caixa de entrada
- ✅ Capture recibos e faturas
- ✅ Histórico de envios
- ✅ Automatizando o fluxo de trabalho de despesas
- ✅ Automação de Contabilidade com IA
- ✅ Gestão Empresarial
- ✅ Integre com o software de contabilidade
- ✅ Captura de Recibos e Faturas
- ✅ Saúde e insights de dados
Próximo passo: pick one feature and try it today.
Most people start with the Costs Inbox.
Leva menos de cinco minutos.
Perguntas frequentes
O Dext é fácil de usar?
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.
Como funciona o 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.
Como usar o Dext para despesas?
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.
Como faço para enviar recibos para 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.
Como você usa o 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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