Dext offers flexible partner pricing that scales based on the number of clients you service, starting at $20.00 per client per month for the Essentials plan. This pricing reflects an annual subscription commitment, billed monthly, with a 10-client minimum requirement.
Dext costs between $20.00 and $21.50 per client per month (based on an annual subscription) with two main plans: Essentials at $20.00 and Advanced at $21.50.
Let's review the details of the available options to help you choose the plan that will work best for your practice.
Essentials
Price: $20.00 per client per month (Annual subscription, billed monthly, excludes tax)
Websites Supported: Not explicitly stated
Best For: Practices needing efficient document capture and core processing tools
Refund Policy: Not explicitly stated
Other Features: Mobile document capture, Bank statement extraction, Core automation tools
The Essentials plan provides all the foundational tools you'll need to streamline client document processing and improve overall data accuracy. If you're focusing on managing basic bookkeeping tasks and require robust automation, this plan is a fantastic, straightforward starting point. Remember that you will need a minimum of 10 clients to enroll at this specific pricing tier.
Advanced
Price: $21.50 per client per month (Annual subscription, billed monthly, excludes tax)
Websites Supported: Not explicitly stated
Best For: Larger practices with complex needs, teams, and advanced workflow requirements
Refund Policy: Not explicitly stated
Other Features: Team and location setup, Custom workflows, Advanced automation, Practice insights, Includes all Essentials features
This plan, marked as "Most Popular," builds upon the Essentials foundation by adding crucial management and scaling features for growing firms. You'll gain significantly better control over your operations with team setup, custom workflows, and deep practice insights built right in. If you manage multiple staff or locations, the Advanced plan is the smart choice for integrated efficiency and powerful automation tools. 💪
Dext offers a great way to test the platform before committing to an annual plan by providing a free 14-day trial period. This trial gives you full access to core features and supports up to 30 clients, with no credit card required to begin exploring the system. If you handle additional, resource-intensive tasks like line item extraction, remember that those features use "credits" which are part of your plan allowance and can be easily topped up if necessary. You can start your risk-free trial anytime or utilize Dext's custom plan builder to find the exact configuration and price that fits your firm's specific needs.