Dext, a provider of bookkeeping automation and part of the IRIS Software Group, has launched two new products in North America. The latest product innovations from Dext include Vault, an AI-powered document storage solution in Dext, and Dext Self-Employed, purpose-built to manage receipts, expenses, and financial documents for self-employed clients.
“We are removing friction, reducing stress, unlocking productivity, and freeing professionals to focus on the work that really drives value in their business,” says Sabby Gill, CEO of Dext. “The motivation behind the innovation for both Self-Employed and Vault is to help our users take back control of their time because in today’s economic climate, no one can afford to be buried in admin. Our products empower businesses to reach their potential by focusing on the work that really drives value.”
Introducing Vault, powered by AI to securely manage essential business documents
Vault is Dext’s direct answer to the tax of unnecessary admin. The current reality is accountants and bookkeepers spend too much time chasing paperwork rather than providing the strategic business advice to their clients, while small business owners are drowning in documentation, losing time and momentum searching across inboxes, drives, and folders.
Powered by AI, Vault replaces scattered systems with a single organized, intelligent hub that stores and shares essential business documents, such as contracts, leases, loan agreements, and policies, separate from cost and sales space. Vault uses advanced AI to automatically summarize, name, tag and categorize documents, making them instantly searchable and saving hours of manual sorting. It also extracts due dates so users can clearly see what’s coming up. No other solution offers the same level of intelligent automation. The search functionality is significantly more advanced than existing tools, ensuring nothing gets lost, buried, or forgotten.
Four core benefits of Vault
- Secure, centralized storage: Single, structured home for important documents, eliminating the chaos of scattered systems
- AI driven organization: Documents are summarized, tagged and searchable instantly, plus key due dates are extracted to help users stay on top of obligations
- Seamless collaboration: Secured, simple file sharing between accountants and clients or across internal teams without relying on email or third-party tools
- Tailored access and control: Permission settings let users decide who can view or edit sensitive documents, supporting security and compliance
Introducing Dext Self-Employed, built to help accountants keep their self-employed clients organized year-round
Dext Self-Employed is the answer to the stress of tax season for self-employed individuals. With receipts, expenses, and multiple income streams often going unchecked throughout the year, it can cause headaches for individuals and accountants at tax time, resulting in fewer write-offs and an underestimation of how much tax is owed.
Dext Self-Employed, built on the trusted Dext platform, uses smart automation and year-round document capture to manage receipts, expenses, and financial documents for self-employed clients. Dext Self-Employed is a go-to solution to keep your firm’s clients organized and financial information accurate and up-to-date.
Five core features of Dext Self-Employed
- Smart automation tools: Including auto-categorization to ensure accurate and efficient processing of financial data and supplier rules for consistent categorization across transactions.
- Flexible submission methods: Allows multiple ways to submit documents, including mobile uploads, email forwarding, and direct uploads.
- Bank feeds and bank statement extraction: seamlessly pulls in bank transactions for a complete financial overview, with integrations across over 80 Canadian banks and 200 banks in the USA.
- In-app messaging: Proactive reminders and notifications to keep clients engaged and ensure documents are submitted on time.
- Tax-ready reports: Includes a report that supports completion of the T2125 form by providing all the key figures needed for the Statement of Business or Professional Activities.
Stephen Edginton, Chief Product and Technology Officer at Dext, says“We created these products in response to our partners’ evolving needs and we listened. With the launch of our new products, it’s another step to simplify and automate workflow for our partners.
“Vault was developed in direct response to what we saw our customers needing: a secure, intelligent space to manage vital business documents beyond cost and sales. Vault doesn’t just store documents, through AI it intelligently organizes them, extracts key data and helps teams work smarter. With Dext Self-Employed, we built it on the same platform our partners know and love. With year-round document capture, in-app messaging, bookkeeping automation and tax reporting all in one platform, our partners can now help their self-employed clients stay organized to ease the burden of tax season.”
With the launch of Vault and Self-Employed, Dext reaches its 38th product update delivered in 2025, demonstrating the company’s ongoing commitment to rapid innovation and creating tools that truly respond to user needs. As part of this momentum, Dext continues to develop AI-powered features that help accountants, bookkeepers and small business owners cut through complexity and stay ahead.
Vault is available in two versions to suit different user needs. The standard Vault offering is free for all Dext users and includes essential features for everyday document management. For those who need more advanced functionality, Vault+ provides increased storage, additional AI credits, and in the future, access to premium features as they’re released. At launch, Vault will be accessible to all Dext customers on the enhanced experience, including both accounting partners and small businesses.
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Tags: Accounting, Technology
