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In-ProgressCross-vertical

Automate Dext with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Dext. It runs the Dext steps your team does by hand today, and connects it to Quickbooks, Xero, and Google Drive. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Dext integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Dext and every tool it touches, including the screens with no API.

How to automate Dext

  1. Connect Dext to Caddi

    Allow

    1Sign in to Dext

    One click with your own Dext login. No API keys.

  2. Automate capture to ledger in Dext.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Dext integrations

Connect Dext with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Dext

Why teams automate Dext

Dext captures receipts and invoices, but the coding, approval, and publishing around it still take bookkeeper time. Caddi AI Agents automate the loops around Dext so clean entries land in the ledger with far fewer touches.

The work around Dext is repetitive: chasing missing receipts, coding line items, matching to suppliers, and publishing to the ledger. Caddi handles those motions end-to-end and surfaces only the items that need a human call.

Loops Caddi runs against Dext

  • Capture to ledger

    Recommended pattern
    1. Dext
    2. Gmail
    3. Quickbooks

    Caddi pulls documents into Dext from email and drives, codes the line items, and publishes the approved entry to the accounting system.

  • Missing-receipt chasing

    Recommended pattern
    1. Dext
    2. Microsoft Outlook

    Caddi spots transactions without a matching receipt and sends personalized reminders until the document is in Dext.

  • Supplier statement reconciliation

    Recommended pattern
    1. Dext
    2. Xero
    3. Google Sheets

    Caddi reconciles supplier statements against Dext and the ledger and flags any gaps for review.

Where professional services teams use it

  • Receipt & invoice capture

    Route documents into Dext from every inbox and drive, so nothing is missed at close.

  • Coding & approval

    Code line items to the right accounts and clients and move them through approval automatically.

  • Publish to accounting

    Push clean, approved entries from Dext to QuickBooks or Xero with no rekeying.

  • Reconciliation

    Match receipts to transactions and supplier statements, and flag only the exceptions.

Questions about automating Dext

Does Caddi have a real Dext integration?

Yes. Caddi runs verified code against Dext's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Dext is reviewed before it runs in production.

Do I need engineering help to automate Dext with Caddi?

No. You demonstrate the workflow, clicking through Dext the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Dext data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Dext, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Dext to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Dext, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Dext?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Dext

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See it on your stack

Ready to automate Dext?

Drop your work email and we'll show you Caddi running end-to-end against Dext and the rest of your stack.