Overview
Dext (formerly Receipt Bank) is an expense capture platform – receipts, invoices, bank statements with auto-extraction. The Automize Dext connector covers documents, extractions, accounts.
- Regions: Global SaaS.
- Plans: Per-user pricing via accountant or direct.
Setting up the connection
Auth type: OAuth 2.0 (Client Credentials).
- Dext partner portal → API access → OAuth credentials.
- In Automize → Settings → Connectors → Dext. Paste credentials.
Find your credentials at https://dext.com/.
Rate limits
Per-account.
Data model
Expense capture:
Account ─┬─ Documents (receipts/invoices/statements)
│ └─ Extracted fields
└─ Categories + SuppliersAvailable operations
9 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Supplier | General | Create a new supplier |
| Export Items | General | Export expense items to a file |
| Get Document | General | Get document details by ID |
| Get Item | General | Get expense item details by ID |
| List Categories | General | List expense categories |
| List Documents | General | List uploaded documents |
| List Items | General | List extracted expense items |
| List Suppliers | General | List all suppliers |
| Upload Document | General | Upload a new document for extraction |
Operations
Create Supplier
Create a new supplier
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Email email | Yes | text | |
Tax Number tax_number | Yes | text |
Export Items
Export expense items to a file
| Parameter | Required | Type | Description |
|---|---|---|---|
Item Ids item_ids | Yes | text | |
Format format | Yes | text |
Get Document
Get document details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Document Id document_id | Yes | text |
Tips
- Returns extracted fields: supplier, total, VAT, date, line items.
Get Item
Get expense item details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Item Id item_id | Yes | text |
List Categories
List expense categories
No input parameters.
List Documents
List uploaded documents
No input parameters.
Tips
- Filter by status (Submitted, Verified, Published).
List Items
List extracted expense items
No input parameters.
List Suppliers
List all suppliers
No input parameters.
Upload Document
Upload a new document for extraction
| Parameter | Required | Type | Description |
|---|---|---|---|
File file | Yes | text | |
Document Type document_type | Yes | text |
Tips
- Upload receipt image. Async – Dext OCR + extract.
FAQ
- Push to accounting software?
- Dext has built-in Xero/QuickBooks/Sage integrations. Configure in Dext UI.