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Money and admin

Stop chasing receipts: an agency automates its bookkeeping inputs

A creative agency founder says Dext now sends invoices and receipts straight to Xero, saving more than 10 hours a month and ending the quarterly VAT scramble.

Done with

What they did

Before, the agency gathered, checked and corrected freelancer invoices and receipts by hand each VAT quarter. It now uses Dext to capture them and send them automatically to Xero.

How it went

The founder says it needs about 10,000 fewer physical documents a month, saves more than 10 hours a month chasing invoices, and that reconciliation is no longer a weekend job.

Worth knowing

This is a customer story on the vendor's own site with no publication date, and the figures are the founder's claims as published by Dext. It needs a Xero subscription as well. Someone still needs to review what Dext extracts before it reaches the books.

Try it yourself

Paste into ChatGPT, Claude or another AI assistant and fill in the square brackets.

I run [type of business] with [number] suppliers and freelancers. Write a checklist for moving receipts and supplier invoices into Dext and Xero: who emails or photographs what, a weekly check routine, and what to review before each VAT return. Show me the checklist before I change anything.

Source: Dext. Summarised in our own words; read the original for the full account.

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