Dext + Debt Management: Complete Workflow
Preparing for debt management and using Dext? Debt management advisors and IVA supervisors need detailed analysis of a debtor's bank statements to assess income, essential spending, and disposable income. BankScan AI bridges the gap between your bank's PDF statements and Dext's import feature.
BankScan AI → Dext for Debt Management
Convert bank statement PDFs to CSV formatted for Dext import. Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal of statements.
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 use for debt management
Upload into Dext and use the reconciled data for debt management.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Dext + Debt Management Features
- 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 Debt Management — Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
Import for Debt Management into Dext
After converting your bank statements for debt management:
- 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 for Debt Management
IVA proposals must be sent to creditors within 14 days of the nominee's report; debt management plans need quick setup to stop creditor action and interest accrual
Convert for Dext + Debt Management