Dext + Expense Reporting: Complete Workflow
Preparing for expense reporting and using Dext? Employees and business owners need to extract business expenses from personal or corporate bank statements for reimbursement claims and expense reporting. BankScan AI bridges the gap between your bank's PDF statements and Dext's import feature.
BankScan AI → Dext for Expense Reporting
Convert bank statement PDFs to CSV formatted for Dext import. Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year 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 expense reporting
Upload into Dext and use the reconciled data for expense reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Dext + Expense Reporting 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 Expense Reporting — Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
Import for Expense Reporting into Dext
After converting your bank statements for expense reporting:
- 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 Expense Reporting
Monthly expense claims typically due within 30 days of the expense; P11D filing deadline is 6 July following the tax year
Convert for Dext + Expense Reporting