Dext, part of the IRIS Software Group, has introduced a new AI agent aimed at helping accountants, bookkeepers and finance teams to streamline bookkeeping decisions.
The new tool, dubbed Dext AI Assist, is embedded within the existing Dext platform.
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It observes how users interact with the system – tracking their choices, corrections and preferences – and uses those insights to recommend ways to automate repetitive tasks in future workflows.
According to Dext, this is intended to cut down the time spent on applying similar judgements repeatedly, allowing professionals to allocate more effort to delivering insights.
The company said all recommendations generated by AI Assist are visible and can be checked before applying.
Dext describes the design as a “human-in-the-loop” system, where user feedback helps the agent function, learn and evolve.
The company said this enables AI Assist to refine its performance over time, with the goal of improving the reliability and uniformity of financial data.
As the tool adapts to each organisation’s existing methods, Dext said teams do not have to rework their processes to match fixed automation rules; instead, the automation is intended to align with established ways of operating.
Dext CEO Sabby Gill said: “Dext has already helped remove millions of hours of manual data entry from bookkeeping by automating document capture and processing at scale.
“With AI Assist, we are taking the next step; helping firms and finance teams apply their own judgement and way of working more consistently across every transaction.
“Every organisation, whether a firm or a finance team, has its own approach to categorising transactions, structuring data and managing workflows.”
Dext AI Assist is being rolled out across the Dext platform, with further enhancements planned.
