Dext is a cloud accounting platform that simplifies financial management for businesses. With Relevance AI, you can leverage Dext's capabilities to automate workflows and gain deeper insights through advanced AI-driven analysis.
Dext streamlines cloud accounting with powerful data management features. Relevance AI enhances this by enabling intelligent AI Agents to automate tasks and provide real-time financial insights.
Financial Data Mastery
AI agent gains instant access to precise financial data extraction and validation capabilities across multiple document types.
Intelligent Document Orchestration
Agent automatically classifies, processes, and routes financial documents with 99.9% accuracy using advanced OCR technology.
Seamless System Synchronization
Agent maintains perfect data harmony across accounting platforms and ERP systems through native integration capabilities.
Relevance AI integrates seamlessly with Dext, allowing you to incorporate its accounting capabilities into your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Dext account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Dext and Relevance AI integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your Dext accounting data. Relevance AI manages API operations (such as retrieving client information, analyzing activity statistics, and making custom API calls) in the background, allowing you to focus on automating your accounting workflows without worrying about errors, formatting, or limits.
With built-in validation and type conversion, this integration guarantees that your workflows operate seamlessly, even when dealing with varying data formats. You can easily monitor client activity in real-time and retrieve essential financial insights to enhance your decision-making process.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
