Can Claude connect to Dext (Receipt Bank)?
Yes. Dext (Receipt Bank) has an official connector for Claude. Helm sets it up for your team with the right permissions, tested prompts and training, so people actually use it.
View the official Dext (Receipt Bank) connectorWhat is Dext (Receipt Bank)?
Dext, formerly Receipt Bank, captures receipts, bills and invoices, extracts the data and publishes it to accounting software such as Xero, QuickBooks and MYOB. It is widely used by Australian bookkeepers and accounting firms managing many clients.
Visit Dext (Receipt Bank)What Claude can do with Dext (Receipt Bank)
Read only: Claude looks, your team changes
- Find clients with data health issues to fix before BAS preparation
- Summarise each client's activity, such as bills, sales and bank transaction counts
- Review aged payables and receivables across a client portfolio
- Report on time spent by colleagues across client files
- Prioritise which clients need attention first this week
Who uses it
Bookkeepers
See which clients have unprocessed items or data issues before starting BAS work.
Practice managers
Get a portfolio wide view of client workloads and where staff time is going.
Client managers
Prepare for a client review with a summary of their activity and outstanding issues.
What your team can ask Claude
“Which clients have serious data health issues we should fix before this quarter's BAS?”
“Summarise average turnover and the number of bills, sales and bank transactions for each of these clients.”
“Show aged receivables and payables for our top 20 clients and flag anyone with amounts over 90 days.”
“How much time did the team spend on each client last month, and who is over budget?”
“Give me a priority list of clients to work on this week, with the reason for each.”
How it connects
Dext (Receipt Bank) has an official connector in Claude's directory. A Claude admin switches it on and each person signs in with their own Dext (Receipt Bank) login, so Claude only sees what they're allowed to see. Helm handles the setup, checks the permissions and trains your team on what to ask.
Looking after your Dext (Receipt Bank) data
Dext holds receipts and financial records for many businesses at once, so Helm keeps Claude to read only reporting and limits each person to the clients they already look after.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect Dext (Receipt Bank)?
Book a 30-minute intro call and we'll show you how Claude can work with Dext (Receipt Bank) in your business.
Questions about Claude and Dext (Receipt Bank)
Checked 21/10/2026. Product names are trademarks of their respective owners. Helm isn't affiliated with or endorsed by them unless stated. Logos provided by Logo.dev
Helm acknowledges the Awabakal and Worimi peoples as the traditional custodians of the land and waters of Newcastle, where we live and work. We recognise their continuing connection to land, waters and community, and a relationship with this place that spans tens of thousands of years.
We pay our respects to Elders past, present and emerging, and extend that respect to Aboriginal and Torres Strait Islander peoples here today.