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 数据 every week.

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

This stress keeps you away from growing your actual 商业.

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.

我们来 制作 your life easier right now.

右手

Ready to reclaim 10+ hours a month? See how Dext’s automated data entry, expense tracking, and 报道 可以简化您的财务流程。 

免费试用 Dext 阅读完整评论 右美沙芬替代品

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 会计 软件。

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 会计 软件。
• 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

自动化 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 商业 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 收件箱.
• 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.

Dext 的替代品

• Xero: 这是一个流行的云端会计平台。它是 Atera 记账功能的替代方案，提供发票、银行对账和费用跟踪工具。
• 圣人: 作为一家知名的商业管理软件提供商，Sage 提供一系列会计和财务解决方案，可以作为 Atera 财务管理模块的替代方案。
• Zoho Books: 作为 Zoho 套件的一部分，这款功能强大的会计工具适用于中小型企业。它有助于开具发票、跟踪费用和管理库存，对于需要全面财务工具的用户来说，是一个不错的选择。
• 辛德: 这款软件专注于将您的电子商务和支付平台与会计软件同步。对于需要将销售渠道的数据自动导入账簿的企业来说，它是一个实用的选择。
• 轻松月末: 该工具专为简化月末结算流程而设计。对于希望改进和自动化财务报告及对账工作的企业而言，它是一种专业的替代方案。
• 多西特: Docyt是一个人工智能驱动的记账平台，可实现财务工作流程自动化。它是Atera人工智能记账功能的直接竞争对手，提供实时数据和自动化文档管理。
• Puzzle IO: 这是一款专为初创企业打造的现代化会计软件。它利用人工智能技术实现记账自动化，并提供实时财务洞察。对于希望获得简单易用、技术驱动型解决方案的快速增长型公司而言，它是一个不错的选择。
• 刷新我: 这是一个个人财务管理平台。虽然它并非直接的商业替代方案，但它提供类似的功能，例如费用和发票跟踪。
• 海浪: 这是一款很受欢迎的免费财务软件。对于自由职业者和小企业来说，它是一个很好的选择，可以用来开具发票、记账和扫描收据。
• 加速: 一款广为人知的个人和小企业理财工具。它有助于预算编制、支出跟踪和财务规划。
• Hubdoc: 这款软件是一款文档管理工具。它会自动获取您的财务文档并将其同步到您的会计软件中。
• Expensify: 这个平台专注于费用管理，非常适合扫描收据、商务旅行和生成费用报表。
• QuickBooks: 最广泛使用的会计软件之一。 QuickBooks 是一个强大的替代方案，它提供了一整套财务管理工具。
• 自动输入: 该工具可自动录入数据，是 Atera 内置收据和发票采集功能的理想替代方案。
• FreshBooks: 这个程序非常适合用于开票和会计核算。它深受自由职业者和小企业的欢迎，因为他们需要一种简单的方式来跟踪时间和费用。
• NetSuite: NetSuite 是一款功能强大且全面的云端企业管理套件。对于需要财务管理以外功能的大型企业而言，NetSuite 是一个理想的选择。

右美托咪定对比

结论

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.

常见问题解答

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.
• 多种联系： 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.
• 移动应用： You can use the Dext app on your phone to snap a photo of a receipt, and it will 即刻 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.
• 健康评分： 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.
• 费用跟踪： 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.
• 团队访问权限： You can give your employees their own login so they can upload their own receipts without seeing everything else.