2026年如何使用Dext快速实现记账自动化？

快速入门

本指南涵盖了 Dext 的所有功能：

• 入门 — Create your account and connect your accounting software
• 如何使用成本收件箱 — Collect every supplier invoice in one inbox before you process it
• 如何使用“捕获收据和发票”功能 — Snap a photo of any receipt with the Dext mobile app in seconds
• 如何使用提交历史记录 — Track every item you submit and see exactly where it landed
• 如何使用自动化费用工作流程 — Set supplier rules once and let Dext handle repeat costs for you
• 如何使用人工智能记账自动化 — Let OCR and AI read your documents instead of typing data by hand
• 如何使用企业管理 — Invite your team and clients so everyone can work collaboratively
• 如何使用与会计软件集成 — Connect Dext to Xero, QuickBooks, or Sage in about two minutes
• 如何使用收据和发票采集功能 — Send documents by email, web app, or mobile app whenever suits you
• 如何利用数据健康和洞察力 — Spot missing details before bad financial data reaches your ledger

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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 会计 software today.

Most people only ever use it to submit receipts.

This guide shows you how to use Dext properly, feature by feature.

一步一步教你，附带截图和专业技巧。

Dext教程

This How to use Dext tutorial walks you through Dext Prepare from first login to advanced 自动化.

右手

Stop typing receipts into spreadsheets. Dext reads your invoices with OCR and AI, then sends clean financial data into over 30 会计 software platforms. Snap a photo, forward an email, or let Dext pull invoices from supplier portals on its own.

立即体验 DEXT →

阅读完整评测 →

DEXT 替代方案 →

Dext入门指南

在使用任何功能之前，请先完成此一次性设置。

大约需要三分钟。

Here is what the first week actually looked like for me:

现在让我们一步一步来。

第一步：创建您的帐户

Go to the Dext website and click 开始免费试用.

Enter your email and create a password for your new Dext account.

✓ 检查点： 检查你的 收件箱 用于确认邮件。

步骤 2：访问网页应用或移动应用

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.

主屏幕如下所示：

✓ 检查点： 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.

如何使用 Dext Costs 收件箱

费用收件箱 lets you collect every supplier invoice in one place before you process it.

以下是使用步骤。

第一步：打开成本收件箱

Log in to the Dext web app.

点击 成本 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.

这就是它的样子：

✓ 检查点： Every document you add shows a processing badge within seconds.

步骤三：审核并发布

Open one document and check the vendor, date, and tax fields.

Hit publish to push it into your accounting software.

如何使用 Dext Capture 功能捕获收据和发票

采集收据和发票 lets you capture a paper receipt with your phone the second you are handed it.

以下是使用步骤。

Step 1: Install the Dext App

从 App Store 或 Google Play 下载 Dext 应用。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Dext 提交历史记录

提交历史 lets you see every item you submit and check what happened to it.

以下是使用步骤。

Step 1: Open the History Screen

Click your name, then choose 提交历史.

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Dext 自动化费用工作流程

费用工作流程自动化 lets you set rules once so repeat suppliers need no manual work at all.

以下是使用步骤。

Step 1: Create a Supplier Rule

Open a published item from a supplier you see every month.

点击 创建规则 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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Dext AI 记账自动化

人工智能记账自动化 lets you read data off your documents with OCR and AI instead of typing.

以下是使用步骤。

步骤 1：上传批次

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.

这就是它的样子：

✓ 检查点： 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.

How to Use Dext Business Manager

商业 管理 lets you bring your team and your clients into one shared workspace.

以下是使用步骤。

步骤 1：打开团队设置

Click the gear icon, then choose 团队.

选择 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.

这就是它的样子：

✓ 检查点： 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.

How to Use Dext Accounting Software

与会计软件集成 lets you push finished items straight into the accounting software you already run.

以下是使用步骤。

第一步：开放集成

前往 Account Settings， 然后 集成.

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Dext 收据和发票采集功能

收据和发票采集 lets you send documents in by email, web app, or phone.

以下是使用步骤。

Step 1: Find Your Dext Email Address

打开 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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Dext 数据健康与洞察

数据健康与洞察 lets you catch gaps in your financial data before they reach your books.

以下是使用步骤。

Step 1: Open the Insights Page

点击 洞察 在主菜单中。

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.

这就是它的样子：

✓ 检查点： 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.

Dext Pro 技巧和快捷键

After eight months of navigating Dext daily, these are the tips that stuck.

键盘快捷键

大多数人错过的隐藏功能

• 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.

避免使用 Dext 的常见错误

Mistake #1: Publishing Before You Check the Data

Mistake #2: Photographing a Long Receipt in One Shot

Mistake #3: Skipping the Accounting Software Connection

Dext故障排除

Problem: Documents Stay Stuck in Processing

原因： The image is blurry, or the pdf is password protected.

使固定： Re-shoot the receipt in good light, or remove the password and upload again.

Problem: Email Submissions Never Arrive

原因： You sent them to the wrong Dext email address.

使固定： Copy the exact address from account settings and send one document per email.

Problem: Published Items Are Missing in Your Ledger

原因： The integration token expired after a password change.

使固定： Reconnect the integration, then re-publish the affected items.

📌 笔记： 如果以上方法均无法解决您的问题，请联系 Dext 技术支持。

Dext是什么？

右手 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.

观看这段快速概览：

它包含以下主要特点：

• 费用收件箱： One inbox that holds every cost document you send in
• 采集收据和发票： Photo capture that turns paper into data on the spot
• 提交历史： A full log of what you sent and where it went
• 费用工作流程自动化： Rules that publish repeat costs without you touching them
• 人工智能记账自动化： OCR and AI extraction that removes manual data entry
• 企业管理： Team access, roles, and client folders in one place
• 与会计软件集成： Direct links to 30+ accounting platforms and thousands of banks
• 收据和发票采集： Four submission routes, including a personal email inbox
• 数据健康与洞察： Checks that flag duplicates and missing details

Dext also gives you a secure environment for storing every receipt and invoice.

如需完整评测，请参阅我们的 Dext 评测.

德士定价

Here is what Dext costs in 2026:

免费试用： Yes — 14 days, no card needed to start.

退款保证： No formal guarantee, but you can cancel before renewal.

💰 性价比最高： Annually Subscription at $25.21 — the yearly commitment beats monthly billing.

Dext 与其他方案

So how does Dext compare? Here is the landscape:

快速精选：

• 综合最佳： Dext — the most accurate extraction of the group.
• 最佳预算： Hubdoc — free on several Xero plans.
• 最适合初学者： 海浪 — nothing to configure on day one.
• Best for staff expenses: Expensify — built for people who 旅行.

🎯 Dext 替代品

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.
• 🏢 圣人: Long-standing accounting software built for growing businesses with payroll needs.
• 💰 Zoho Books： Affordable books with solid invoicing for small teams watching costs.
• ⚡ 辛德： Syncs sales and payment transactions from Stripe, PayPal, and Shopify.
• 📈 轻松月末: Focused on closing the month quickly with reconciliation checklists.
• 🧠 多西特: AI bookkeeping with revenue matching for multi-location businesses.
• 🚀 Puzzle IO: Real-time accounting built for startups that live in Stripe.
• 🔧 刷新我: Lightweight receipt handling for very small teams and sole traders.
• 👶 海浪： Free invoicing and accounting for 自由职业者 刚刚起步。
• 💼 加速： 个人和 小型企业 finance tracking in one app.
• ⭐ Hubdoc： The closest rival, bundled free with some Xero plans.
• 📱 Expensify： Expense reports and card reconciliation for staff on the road.
• 🔥 QuickBooks： The most widely used accounting software in the United States.
• 🎯 自动输入： 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.

完整列表请参见我们的 右美沙芬替代品 指导。

⚔️ Dext 对比

Here is how Dext stacks up against each one:

• Dext 对比 Xero: Xero keeps the ledger, Dext feeds it. Most firms run both together.
• 德克斯特对战贤者: Sage handles full accounting. Dext handles the paperwork that feeds Sage.
• Dext 对阵 Zoho Books: Zoho Books is cheaper overall. Dext captures documents far more accurately.
• 德克斯特对阵斯奈德: Synder syncs sales transactions. Dext captures costs and supplier invoices.
• Dext vs Easy 月末: Easy Month End closes books. Dext gets the source documents in first.
• 右美托咪定 vs 多西汀: Docyt bundles more bookkeeping. Dext is simpler and faster to learn.
• 灵巧 vs 拼图 IO： 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.
• 德克斯特 vs 韦弗: Wave is free but basic. Dext wins on extraction accuracy and integrations.
• Dext 对阵 Quicken: Quicken tracks personal finances. Dext is built for business bookkeeping.
• Dext 对比 Hubdoc: Hubdoc is free with Xero. Dext reads line items and handles supplier statements better.
• Dext 与 Expensify: Expensify owns staff expense claims. Dext owns supplier invoices and costs.
• Dext 与 QuickBooks 对比: QuickBooks is the ledger. Dext removes the typing that QuickBooks demands.
• Dext 与 AutoEntry: AutoEntry charges per credit. Dext costs more but processes faster.
• Dext 对比 FreshBooks: FreshBooks focuses on sales invoices. Dext focuses on incoming costs.
• Dext 与 NetSuite: NetSuite is enterprise scale. Dext is affordable for small and mid-sized firms.

立即开始使用 Dext

You now know how Dext works across every major feature:

• ✅ 费用收件箱
• ✅ 采集收据和发票
• ✅ 提交历史记录
• ✅ 自动化费用工作流程
• ✅ AI记账自动化
• ✅ 企业管理
• ✅ 与会计软件集成
• ✅ 收据和发票采集
• ✅ 数据健康与洞察

下一步： pick one feature and try it today.

Most people start with the Costs Inbox.

只需不到五分钟。

常见问题解答

Dext容易使用吗？

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.

Dext软件的工作原理是什么？

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.

如何使用 Dext 进行费用报销？

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.

如何将收据发送给 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.

如何使用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.