Automate Dext with Caddi
Built for professional services teams.
Dext captures receipts and invoices, but the coding, approval, and publishing around it still take bookkeeper time. Caddi automates the loops around Dext so clean entries land in the ledger with far fewer touches.
Automating Dext takes one screenshare.
Show Caddi the Dext workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Dext task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Dext
Why teams automate Dext
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 patternCaddi 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 patternCaddi spots transactions without a matching receipt and sends personalized reminders until the document is in Dext.
Supplier statement reconciliation
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Dext with no model in the loop.
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.
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.