Who it is for

Your documents come in through Dext

Published on 25 August 2026

Collecting client paperwork is the most thankless sport in a firm. An invoice photographed at an angle, a supplier read wrong, a client who swears they sent everything: every grain of sand turns into a round trip. And plenty of those round trips already have an answer written in the Dext help.

What the assistant has already read

Dext's public help had 366 articles in French as of 28 August 2026, which the assistant reads and resyncs on its own. Extraction rules, accepted formats, bank connections, per-client settings: the answer comes with its source and a link to the original article, whether the question comes from a team member or from a client you have to help over the phone.

What your teams teach it

Every firm has its own Dext settings, its naming habits, its unusual clients. The assistant learns all of that from your teams. And the answers you get from Dext support, by chat or by email, are consolidated into the firm's knowledge: solved once, known by everyone.

Between your teams and Dext support

When the answer exists nowhere, the assistant can take over, if you decide so: it writes to support, tracks the request, follows up when needed, and brings the answer back to you. The tracking stays in front of you: who asked and for which client file, how long the wait has been.

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