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 Dext + Relevance AI integration without writing code:
- Start with a clean Dext account: Ensure your client data is organized and up-to-date for accurate insights.
- Utilize pre-built workflows: Relevance AI provides templates for automating data retrieval and analysis, making it easy to get started.
- Connect securely: Verify that you have the correct OAuth credentials and permissions set up for Dext during integration.
- Test your API calls: Use sample data to validate your requests before implementing them in a live environment.
- Monitor API usage: Be mindful of rate limits and implement throttling to avoid disruptions in service.
