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 dados every week.

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

This stress keeps you away from growing your actual negócios.

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.

Vamos fazer your life easier right now.

Destreza

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

Experimente o Dext gratuitamente Leia a resenha completa Alternativas ao Dext

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 contabilidade software.

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 contabilidade software.
• 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

Automação 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 negócios 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 caixa de entrada.
• 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

• Xero: Esta é uma plataforma de contabilidade em nuvem bastante popular. É uma alternativa aos recursos de contabilidade da Atera, oferecendo ferramentas para faturamento, conciliação bancária e controle de despesas.
• Sábio: A Sage, fornecedora renomada de software de gestão empresarial, oferece uma gama de soluções contábeis e financeiras que podem servir como alternativa ao módulo de gestão financeira da Atera.
• Zoho Books: Integrante do pacote Zoho, esta é uma ferramenta de contabilidade robusta para pequenas e médias empresas. Ela auxilia na emissão de faturas, controle de despesas e gestão de estoque, sendo uma ótima alternativa para quem precisa de ferramentas financeiras completas.
• Snyder: Este software tem como foco a sincronização das suas plataformas de e-commerce e de pagamento com o seu software de contabilidade. É uma alternativa útil para empresas que precisam automatizar o fluxo de dados dos canais de venda para a sua contabilidade.
• Fim de mês tranquilo: Esta ferramenta foi projetada especificamente para agilizar o processo de fechamento mensal. É uma alternativa especializada para empresas que desejam aprimorar e automatizar suas tarefas de relatórios financeiros e conciliação.
• Docyt: A Docyt é uma plataforma de contabilidade com inteligência artificial que automatiza fluxos de trabalho financeiros. Ela compete diretamente com os recursos de contabilidade com inteligência artificial da Atera, oferecendo dados em tempo real e gerenciamento automatizado de documentos.
• Puzzle IO: Este é um software de contabilidade moderno desenvolvido para startups. Ele utiliza inteligência artificial para automatizar a escrituração contábil e fornecer informações financeiras em tempo real. É uma ótima alternativa para empresas em rápido crescimento que buscam uma solução simples e tecnológica.
• Me atualize: Esta é uma plataforma de gestão financeira pessoal. Embora não seja uma alternativa direta para empresas, oferece funcionalidades semelhantes, como o controle de despesas e faturas.
• Aceno: Este é um software financeiro gratuito bastante popular. É uma ótima opção para freelancers e pequenas empresas para emissão de faturas, contabilidade e digitalização de recibos.
• Acelerar: Uma ferramenta bastante conhecida para finanças pessoais e de pequenas empresas. Ela auxilia no orçamento, controle de gastos e planejamento financeiro.
• Hubdoc: Este software é uma ferramenta de gerenciamento de documentos. Ele busca automaticamente seus documentos financeiros e os sincroniza com seu software de contabilidade.
• Despesar: Esta plataforma é focada na gestão de despesas. É ótima para digitalizar recibos, viagens a negócios e criar relatórios de despesas.
• QuickBooks: Um dos softwares de contabilidade mais utilizados. O QuickBooks é uma excelente alternativa que oferece um conjunto completo de ferramentas para gestão financeira.
• Entrada automática: Esta ferramenta automatiza a entrada de dados. É uma boa alternativa às funcionalidades de captura de recibos e faturas do Atera.
• FreshBooks: Este programa é ótimo para faturamento e contabilidade. É popular entre freelancers e pequenas empresas que precisam de uma maneira simples de controlar tempo e despesas.
• NetSuite: Uma suíte de gestão empresarial completa e poderosa baseada na nuvem. O NetSuite é uma alternativa para empresas maiores que precisam de mais do que apenas gestão financeira.

Dext Comparado

Conclusão

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.

Perguntas frequentes

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.
• Muitas conexões: 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.
• Alta precisão: The technology it uses to read text is very accurate, getting it right more than 99% of the time.
• Aplicativo móvel: You can use the Dext app on your phone to snap a photo of a receipt, and it will imediatamente 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.
• Pontuação de saúde: 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.
• Controle de despesas: 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 viagem costs.
• Acesso da equipe: You can give your employees their own login so they can upload their own receipts without seeing everything else.