Dext: making bookkeeping effortless for you – our clients

Dext: Making Bookkeeping Effortless for You – Our Clients

September 9, 2025

In a world where time is precious and admin tasks can pile up fast, we know our clients want simple, efficient ways to keep their accounts in order. That’s why we use Dext—a smart, user-friendly platform that transforms how financial documents are captured, processed, and shared.

Whether you’re uploading receipts from a company credit card, forwarding invoices from Amazon, or just trying to keep your books tidy, Dext makes it easier than ever to get your paperwork to us—without the hassle.

How Dext Works for You
Here’s how Dext simplifies your life as a business owner:

  1. No More Downloading Invoices Manually
    Dext connects directly to platforms like Amazon, eBay, PayPal, and more, automatically pulling in your invoices so you don’t have to.

    No more downloading PDFs or forwarding emails—Dext helps us do this for you!
  2. Simply Send Receipts to us
    Once we have helped get your setup with the Dext mobile app, you can then take a photo of any of your receipts the moment you get it—whether it’s from a petrol station, a lunch meeting, or even office supplies.

    Always ensure that the basic details are added to the receipt, upload it and send it straight to us for later processing.
  3. Supplier invoices Made Simple
    Got invoices coming into your inbox from your Suppliers? Just forward them to your unique Dext email address and clear from cluttering your emails — we can access these documents and review and/or process the documents
  4. Minimise the Credit Card confusion
    If you use a company credit card, Dext helps you match manage receipts and match them back to the Users card(s),. Again ensure that we have the card details for each credit card user, and add the basic details to the card transaction via the DEXT app and send it to Dext.

No more chasing paperwork or trying to remember what a charge was for at a later date.

What is Dext U: Helping Us Help You Better

Dext has also recently introduced Dext U, a free training programme that keeps our Team fully certified and up to speed with everything Dext can do.

  • Better support from our Team to yours
  • Ability to ‘troubleshoot’ problems or issues as they may arise from time to time. We can help you use Dext yourself if you want more control..

Why is DEXT good for our clients ?

  • Saves Time — No more manual uploads or chasing bookkeeping paperwork.
  • Improves Accuracy — Intelligent checks reduce errors and missed entries.
  • Keeps You Compliant — Your records are clean, complete, and HMRC-ready.
  • Grows With You — Whether you’re a sole trader or scaling up, Dext can be adapted for to ensure it meets your needs

Final Thoughts

Dext isn’t just a tool we use, but it’s also a tool that works for. you — minimising your bookkeeping admin time and simplifying how you share financial documents with us.

With Dext and our trained team behind it, you’ll spend less time on admin and more time on what matters.

If you’d like help getting started with Dext or want to know how it can fit into your workflow, just let us know – we’re here to make it easy.