Put an AI agent to work inside Dext
Connect Dext in one click and delegate the busywork: an autonomous agent that chases missing receipts, triages low-confidence extractions, and preps month-end, then holds every publish to Xero or QuickBooks for your approval. You set the autonomy, it does the work.
7-day trial · Cancel anytime
Fleece AI connects to Dext through managed OAuth and lets autonomous agents read captured receipts, extracted invoices and bills, expense reports, and supplier data, then act on them. Agents combine Dext with 3,000+ other apps — Xero, QuickBooks, Gmail, Slack — so a low-confidence extraction, a missing receipt, or a stalled bill becomes a flagged exception, a polite chase, or a month-end readiness digest, with every publishing and money action held for your approval.
At a glance
| Category | Finance |
|---|---|
| Availability | Business plan and up — included in the 7-day trial |
| Connects to | 3,000+ apps via managed OAuth |
| Setup | Connect your tools — no code required |
| Autonomy | Suggest-only to fully autonomous, with approval gates |
| Pricing | 7-day trial (€1 card check, credited back), then paid plans |
By Loïc Jané · Updated July 7, 2026
What a Fleece agent does with Dext
Dext is the pre-accounting layer where paperwork turns into data — receipts captured from the mobile app or forwarded to a Dext email-in address, supplier invoices and bills run through extraction, expense reports assembled, and everything published through to Xero or QuickBooks. The work that surrounds it is rarely the capture itself; it is the chasing, the checking, and the tidying. Someone has to hunt down the missing receipt for a card charge, confirm the line where extraction wasn't sure, and make sure nothing is stuck before the books close. A Fleece agent takes on exactly that surrounding work.
Under the hood, the connection runs through managed OAuth — you authorize Dext once, and Fleece stores, scopes, and refreshes tokens securely; you never paste an API key, and you can revoke access from either side at any time. The agent can read captured documents and their extracted fields, check confidence and supplier matches, look at expense reports, and see what is waiting to be published. Real-time triggers let it react the moment a new document lands in Dext, and scheduled flows let it sweep the account on a rhythm you set — the morning before month-end, every Friday, or the first of the month.
What makes this different from Dext's own supplier rules is judgment. A supplier rule is a fixed mapping: when this supplier appears, code it this way. It cannot tell you that a receipt is missing, decide who to ask, or notice that an extracted total looks wrong against the last six months. A Fleece agent reads the actual exception, works out the right next step, drafts the chase or the flag in plain language, and — because Fleece agents work as a hierarchy, a lead agent delegating to specialized child agents — can hand the accounting-publish part to one agent and the email-chasing part to another, then report back. Anything that touches your numbers or publishes to the ledger waits for your one-click approval.
What the agent can do in Dext
Document intake watch
Watches new receipts, invoices, and bills arriving in Dext by app, email-in, or upload, and reads each extraction as it lands — ready to flag, chase, or route what needs attention.
Extraction-exception triage
Spots low-confidence extractions and mismatched suppliers, totals, or VAT, flags each with context and the likely correct value from history, and holds it back from publishing until confirmed.
Missing-document chasing
Finds charges and bills with no matching receipt, identifies the right person to ask, and drafts a polite, specific nudge — so the paperwork arrives without anyone playing detective.
Month-end readiness
Sweeps the Dext inbox and your ledger before close, then posts a digest of what is missing, what is stuck unpublished, and which expense reports are incomplete.
Supplier-rule hygiene
Reviews suppliers that keep landing as exceptions despite a rule, proposes rule or category updates with the evidence, and summarizes them for the bookkeeper to approve.
Approval before publishing
Publishing to Xero or QuickBooks and any action that touches your figures pauses for your one-click sign-off — the agent prepares the work, you release it.
Automations finance teams run on Dext
These are concrete setups you can describe to a Fleece agent in plain language. Each one combines Dext with other connected apps, and every publishing or money action waits for your approval.
Chasing: get the missing receipts without the detective work
The agent reviews charges and bills in Dext that have no matching receipt, works out who is responsible — the cardholder or the supplier — and drafts a polite, specific Gmail nudge naming the amount, date, and merchant. It posts a short summary to Slack so the finance lead sees what is outstanding, and follows up on anything still missing before month-end.
Triage: low-confidence extractions, flagged with context
When Dext extracts an invoice or bill with low confidence, or a supplier, total, or VAT that doesn't match history, the agent flags it in Slack with what looks off and the value it expects, and holds the item back from publishing to Xero or QuickBooks. A human confirms in one click; only then does it publish. Nothing questionable reaches the ledger unreviewed.
Month-end: a readiness digest instead of a scramble
Before close, the agent sweeps the Dext inbox and cross-references it against QuickBooks or Xero — which supplier bills are still missing, which items are stuck unpublished, which expense reports are incomplete — and posts a clear digest to Slack, with the gaps ordered by what will hold up the books. The team walks into close knowing exactly what is left.
Hygiene: keep supplier rules earning their keep
The agent reviews suppliers that keep landing as exceptions or in the wrong category despite an existing Dext supplier rule, and drafts proposed rule or category updates with the evidence — the last several documents and how each was coded. It sends the summary to the bookkeeper over Gmail or Slack for a decision, so the rules stay accurate instead of quietly drifting.
How to connect Dext to Fleece AI
Create your Fleece account
Sign up and start the 7-day trial. You land in a workspace where agents, flows, and integrations live together.
Connect Dext via managed OAuth
Pick Dext from the integrations catalog and authorize it in one click. Fleece manages tokens and scopes for you; you can revoke access at any time from Dext or from Fleece.
Describe the job in plain language
Create an agent and tell it what to watch and what to do — "chase missing receipts, flag low-confidence extractions in Slack, and prep a month-end digest". No flowchart building required.
Set autonomy and approval gates
Choose what the agent may do on its own and what waits for your sign-off. Publishing to your accounting software and any money action pauses for one-click approval.
Run it on triggers or a schedule
Let the agent react the moment a document lands in Dext, or schedule recurring flows — a Friday chase sweep, a month-end readiness digest — that run without you.
Dext works better with the rest of your finance stack
Dext automations get powerful when they cross app boundaries. Pair Dext with Xero or QuickBooks to check extractions against the ledger and publish under approval, with Gmail to chase missing receipts in a professional voice, and with Slack to surface exceptions and month-end gaps where finance already works. The same agent coordinates all of it under the same approval rules, and Fleece connects to 3,000+ apps, so the tools you already use are almost certainly covered.
Frequently asked questions
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Put Dext on autopilot
Connect Dext in one click, describe the job in plain language, and let an autonomous agent chase, triage, and prep — with every publish held for your approval. 7-day trial, cancel anytime.
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