Receipts, invoices, bank statements, document extraction, accounting sync
Accounting & Finance 9 actions OAuth 2.0 (client credentials)
Start automating DextDrag any of these 9 actions into a process — no code, no API wrangling.
Create a new supplier
Export expense items to a file
Get document details by ID
Get expense item details by ID
List expense categories
List uploaded documents
List extracted expense items
List all suppliers
Upload a new document for extraction
Dext uses oAuth 2.0 (client credentials). Save the connection once and reuse it across every process.
Drop Dext steps onto the process map alongside desktop, browser, Excel and email steps.
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.
We build one working Dext automation in your business inside a week, at a fixed price.