Dext + Investor Reporting: Complete Workflow
Preparing for investor reporting and using Dext? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process. BankScan AI bridges the gap between your bank's PDF statements and Dext's import feature.
BankScan AI → Dext for Investor Reporting
Convert bank statement PDFs to CSV formatted for Dext import. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates 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 investor reporting
Upload into Dext and use the reconciled data for investor reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Dext + Investor 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 Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
Import for Investor Reporting into Dext
After converting your bank statements for investor 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 Investor Reporting
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert for Dext + Investor Reporting