3 workflow automations purpose-built on top of Dext — no data leaves your system, no parallel tool for your team to learn.
AI matches bank and card feeds to QuickBooks Online entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running Dext — uses the native API or agent integration so nothing leaves the system of record.
AI classifies every incoming notice, links it to the client file in QuickBooks Online, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Dext — uses the native API or agent integration so nothing leaves the system of record.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Dext — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Dext for any repetitive process. Tell us what you'd automate.
