Dext + Accountants: Faster Bank Import
Accountants spend hours manually entering client bank statements into bookkeeping software. With hundreds of transactions per client per month, this is the single biggest time drain in practice. If you use Dext for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Accountants Using Dext
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Dext. BankScan AI lets you drag-and-drop any client's bank statement PDF and get a formatted Excel spreadsheet in seconds — ready to import into Xero, QuickBooks, or Sage.
The Accountants + Dext Workflow
Accountants typically receive client bank statements monthly, reconcile them against purchase and sales ledgers, post adjusting entries, and prepare management accounts. During year-end, they batch-process 12 months of statements for annual accounts preparation and corporation tax filings.
Key terms you'll encounter: nominal ledger, bank reconciliation, trial balance, management accounts.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves an average of 45 minutes per client per month on bank reconciliation, or 6+ hours per week for a typical practice with 30 clients
AI formats for Dext
Output as CSV with N/A — Dext is not a direct import target. BankScan AI outputs feed into the same accounting software that Dext publishes to (Xero, QBO, Sage). — dates in DD/MM/YYYY (for onward import to accounting software).
Import and reconcile
BankScan AI and Dext work together in your workflow: use BankScan AI for bank statement PDFs, Dext for receipts and invoices, then import both into your accounting software. Dext's bank reconciliation view can show imported bank transactions alongside extracted receipt data, making it easy to match spend to supporting documents.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Dext Features for Accountants
- Dext ready — Output formatted as CSV matching Dext's expected column structure
- Smart integration — Dext's bank reconciliation view can show imported bank transactions alongside extracted receipt data, making it easy to match spend to supporting documents.
- Built for Accountants — Saves an average of 45 minutes per client per month on bank reconciliation, or 6+ hours per week for a typical practice with 30 clients
- Software compatible — Output works directly with Xero, Sage, QuickBooks
Import Steps for Accountants Using Dext
As an accountant, here's how to get bank data into Dext:
- BankScan AI and Dext work together in your workflow: use BankScan AI for bank statement PDFs, Dext for receipts and invoices, then import both into your accounting software
Common Import Issues
No direct import errors — Dext and BankScan AI are complementary tools. Ensure both use the same accounting software integration for consistent reconciliation.
Dext Import — Built for Accountants
Market leader in receipt and invoice data extraction for accountants. Over 1 million users worldwide. Acquired by Dext Group (formerly Xavier Analytics).
Try Free — Dext + Accountants