Dext + Charities & Non-Profits: Faster Bank Import
Charities need accurate financial records for trustees, donors, and the Charity Commission — but often rely on volunteers without accounting expertise. If you use Dext for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Charities & Non-Profits Using Dext
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Dext. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
The Charities & Non-Profits + Dext Workflow
Charity treasurers collect bank statements monthly, reconcile them against donation records and grant income, allocate expenditure to restricted and unrestricted funds, and prepare reports for trustee meetings. Annual accounts must be filed with the Charity Commission, requiring a full year of reconciled bank data.
Key terms you'll encounter: restricted funds, unrestricted funds, fund accounting, Charity SORP.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
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 Charities & Non-Profits
- 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 Charities & Non-Profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
- Software compatible — Output works directly with Xero, QuickBooks, LibreOffice Calc
Import Steps for Charities & Non-Profits Using Dext
As charity, 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 Charities & Non-Profits
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 + Charities & Non-Profits