Dext
Bookkeeping automation for accountants (formerly Receipt Bank); the Data Health & Insights API exposes client ledger metrics.
- Category
- Finance & ERP
- Type
- Bookkeeping automation
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Dext API docs
02Data
What you can sync.
- Clients
- Health scores
- Ledger metrics
- Alerts
Join Dext clients with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Dext data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Dext uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Dext if you need help.
04How it works
How it works in DataMind.
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Pick Dext.
Open Lake, pick Dext in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Dext API docs.
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Answer a few questions.
The AI reads the Dext documentation, then asks which credentials you will use, which data to sync (for example clients and health scores), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Dext data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
