Dext Launches ‘AI Assist’ Agent to Help Finance Teams Automate Bookkeeping

Last year, Dext added 170,000 clients and added key products like Vault to its lineup.

The UK-born financial technology firm now counts more than 50,000 SMB customers in Canada.

In 2026, Dext is maintaining momentum with the release of a new AI agent designed to help Canadian accountants and finance teams automate everyday bookkeeping decisions while remaining in control.

The fintech upstart says that Dext AI Assist learns how users work in Dext from their decisions, preferences, and edits—and uses this understanding to surface suggestions on how to automate those repetitive tasks across future workflows.

“Dext has already helped remove millions of hours of manual data entry from bookkeeping by automating document capture and processing at scale,” notes Sabby Gill, chief executive officer. “With AI Assist, we’re taking the next step: helping firms and finance teams apply their own judgement and way of working more consistently across every transaction.”

Every suggestion AI Assist provides remains transparent and reviewable, ensuring professionals retain full control over how automation is applied, according to Gill.

But it’s the personalized approach that helps Dext’s latest tool stand out, the CEO believes.

“Every organization, whether a firm or a finance team, has its own approach to categorizing transactions, structuring data, and managing workflows,” explains Gill. “AI Assist learns how you work and helps align those decisions automatically, while keeping you fully in control; This frees up teams to focus on higher-value work like insight, advisory and strategic decision-making.”

The tool is a supplement, not a replacement, to human workforces, according to Chief Product & Technology Officer Stephen Edginton.

Dext designed AI Assist “to work alongside users, not replace them,” he says.

“Human judgment remains central to the process, while AI helps reduce the manual effort that slows teams down,” Edginton affirmed.

Dext was founded in 2010 as Receipt Bank before rebranding in 2021 and today is part of the IRIS Software Group.