AI Automation for Dext

4 workflow automations purpose-built on top of Dext — no data leaves your system, no parallel tool for your team to learn.

Roles using Dext

Bookkeeper
Bookkeeper · Reporting & Analytics

Transaction Anomaly & Fraud Flagging

AI monitors QuickBooks Online transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months. Purpose-built for teams running Dext — uses the native API or agent integration so nothing leaves the system of record.

Bookkeeper · Reporting & Analytics

Management Reporting Package

AI pulls actuals from QuickBooks Online, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Dext — uses the native API or agent integration so nothing leaves the system of record.

Bookkeeper · Communication & Outreach

Tax Notice & Agency Correspondence

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.

Bookkeeper · Reporting & Analytics

Financial Due Diligence Prep

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.

Don't see the workflow you need on Dext?

We build custom AI workflows on top of Dext for any repetitive process. Tell us what you'd automate.