Dext integrations_

Dext integrates with Xero, QuickBooks, Sage, FreeAgent, and other accounting platforms through native connectors that handle receipt capture, OCR data extraction, and expense posting, used by over 1 million users globally. Native integrations cover one-to-one posting from Dext to a single accounting entity. For multi-entity workflows that route receipts to the correct client with firm-specific coding rules, replace expensive SaaS subscriptions, or automate the approval and validation steps the native library doesn’t cover, Formulaic builds custom Dext integrations with no marketplace limits.

Short answer: Dext has native integrations with all major accounting platforms for basic receipt posting. Formulaic builds custom integrations that route receipts across 50+ client entities with firm-specific rules, automate approval workflows, and replace SaaS subscriptions with systems your firm owns.

What we build that native integrations can’t

Dext’s native integrations work well at the individual level. Snap a receipt, Dext extracts the data, and it posts to your Xero or QuickBooks account with the correct supplier and amount. For a single business, this flow is effective.

At practice scale, the posting step is where firms lose hours. A firm managing 80 client entities needs receipts routed to the correct client’s accounting platform automatically. Each client may have different chart of accounts coding, different VAT treatments, different approval thresholds. Dext’s native connections handle one-to-one posting. They don’t handle multi-entity routing, firm-wide approval workflows, or cross-client posting consistency. We build it.

The OCR and data extraction are genuinely good. The problem is rarely the extraction — it’s getting the right data to the right place with the right codes, across dozens of entities, with exception handling that flags problems before they create month-end reconciliation headaches.

Multi-tool orchestration

The firms we work with don’t need “Dext to Xero.” They need “when a receipt is captured, the correct things happen for the correct client without anyone touching it.”

Examples of what a single custom integration handles:

• Receipt captured → entity identified from sender or metadata, routed to correct Xero/QuickBooks/Sage account, coded with firm-specific rules, VAT treatment applied, posted automatically if under threshold, flagged for approval if above
• Exception detected → posting held, assigned team member notified in Karbon, task created for review, client flagged in practice dashboard
• Month-end processing → all pending receipts reviewed, batch posted with validation, posting report generated, exceptions summarised, practice dashboard updated
• New client onboarded → Dext account configured with entity-specific posting rules, connected to correct accounting platform, team member assigned, welcome documentation sent

Each of these replaces manual sorting and coding that compounds at scale. Across 80+ clients, automated posting saves hours every week.

Replace SaaS, don’t just integrate it

Firms running Dext at practice scale often accumulate separate tools for expense approval workflows, receipt routing, and posting validation. Some of those tools do one thing you actually use.

We’ve seen firms paying for a standalone approval workflow tool and a separate posting validation system — when a single custom system wrapped around Dext’s API handles both. Built for their practice workflows, owned by them, with no per-seat licensing.

We start with the audit: map your current receipt-to-posting workflow, identify where time is lost, and propose what to build vs what to keep.

How we approach Dext integrations

1. Audit your stack — we map how receipts flow from capture through to posting across your client base, where the manual steps live, and what’s costing you the most time. Two weeks.

2. Design the system — not “which tools to connect” but “what should happen when a receipt arrives for client X.” We design around your posting rules and approval workflows, not around Dext’s default behaviour. The output is a build spec with clear scope.

3. Build and deploy — direct API integration with Dext. No middleware, no per-task fees. The system connects Dext to your accounting platforms with entity-specific routing, firm-specific coding, and full error handling. You own the source code.

No marketplace limits

We don’t need official connectors or pre-built integrations. We connect Dext to any accounting platform, practice management system, or reporting tool your firm uses. That includes Sage 50 (where native Dext integration is limited), Karbon, Excel dashboards, and internal systems.

Compliance across jurisdictions

Every custom Dext integration we build accounts for the regulatory environment your firm operates in. For UK firms: HMRC Making Tax Digital compliance, correct VAT treatment on receipts, anti-money laundering checks, and UK GDPR data handling. For US firms: IRS documentation requirements, state tax compliance, and data protection standards. For Australian firms: ATO requirements and GST handling.

VAT and GST handling is particularly important for Dext integrations. We ensure that posting rules apply the correct tax treatment per entity, per jurisdiction, with validation before posting.

See our accounting solutions for more on what we build for accounting firms, or read about how we approach client onboarding and bank reconciliation systems that connect to receipt management platforms.