Dext + Attorneys: Faster Bank Import
Attorneys handling divorce, bankruptcy, personal injury, and business litigation cases need to analyze bank statements for financial discovery and evidence preparation. If you use Dext for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Attorneys Using Dext
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Dext. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
The Attorneys + Dext Workflow
Attorneys receive bank statements during discovery in litigation, review them for asset tracing in divorce and bankruptcy cases, analyze financial evidence in fraud and embezzlement matters, and manage IOLTA trust accounts for client funds. They convert statements to structured data for timeline construction, hidden asset identification, and expert witness preparation.
Key terms you'll encounter: IOLTA trust account, discovery production, asset tracing, three-way reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
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 Attorneys
- 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 Attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
- Software compatible — Output works directly with Clio, MyCase, QuickBooks for Lawyers
Import Steps for Attorneys Using Dext
As an attorney, 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 Attorneys
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 + Attorneys