Dext

Dext Integration

Receipts, invoices, bank statements, document extraction, accounting sync

Accounting & Finance 9 actions OAuth 2.0 (client credentials)

Start automating Dext

What you can automate with Dext

Drag any of these 9 actions into a process — no code, no API wrangling.

Create Supplier

Create a new supplier

Export Items

Export expense items to a file

Get Document

Get document details by ID

Get Item

Get expense item details by ID

List Categories

List expense categories

List Documents

List uploaded documents

List Items

List extracted expense items

List Suppliers

List all suppliers

Upload Document

Upload a new document for extraction

How the Dext connection works

1. Authenticate

Dext uses oAuth 2.0 (client credentials). Save the connection once and reuse it across every process.

2. Build the process

Drop Dext steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because Dext has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Other Accounting & Finance connectors

Automate Dext in 7 days

We build one working Dext automation in your business inside a week, at a fixed price.