Guides to every part of DexAI.
Start with the basics, then go deeper into capture, expenses, bank feeds, VAT and integrations. Detailed step-by-step guides are available inside the product and from our team.
- 01
Getting started
Create your company, connect a bank feed and capture your first document.
- Creating a company
- Inviting users
- Your first receipt
- 02
Capturing documents
Camera capture, file upload and email forwarding, and what happens next.
- Photo capture
- Uploads and PDFs
- Email forwarding
- 03
Expenses and categories
How expenses are categorised, reviewed and corrected.
- Automatic categories
- Reviewing flagged items
- Search and filters
- 04
Bank feeds and matching
Connecting accounts and working with suggested matches.
- Connecting a bank
- Confirming matches
- Handling exceptions
- 05
VAT reporting
Period summaries and Making Tax Digital workflows.
- VAT on documents
- Reporting periods
- MTD workflows
- 06
Multi-company
Managing several entities from one login.
- Adding companies
- Routing documents
- Access per company
- 07
Integrations
Syncing with Xero, QuickBooks, FreeAgent, Sage and Capium.
- Connecting an integration
- What syncs
- Troubleshooting sync
- 08
Security and access
How records are protected and who can see what.
- User roles
- Audit history
- Data handling
Need a specific guide or help with setup? Our team can walk you through it.
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