LedgerPro Dext Integration
Connect LedgerPro with Dext to eliminate double data entry and keep your accounting practice management software in sync with your receipt and document capture platform. The LedgerPro Dext integration streamlines workflows for bookkeeping teams by automatically syncing client data, project information, and engagement details between both systems. This integration helps accounting professionals reduce manual data reconciliation, minimize errors, and spend more time on advisory work instead of administrative tasks. Here's what the LedgerPro + Dext integration does and how to set it up.
What the LedgerPro + Dext integration does
The LedgerPro Dext integration creates a bidirectional data flow between your practice management platform and Dext's document processing system. This connection enables several key automation capabilities:
- Client list synchronization: Automatically sync your client roster from LedgerPro to Dext, ensuring consistent client records across both platforms without manual entry
- Project and engagement tracking: Link Dext document processing activities to specific client engagements in LedgerPro for accurate time tracking and billing
- Status updates: Receive real-time notifications in LedgerPro when clients submit receipts or documents through Dext, keeping your workflow dashboard current
- Document metadata transfer: Push client-specific coding rules and chart of accounts mappings from LedgerPro to Dext for consistent categorization
This integration eliminates the need to toggle between platforms and reduces the risk of working with outdated client information.
How to connect LedgerPro and Dext
Setting up the ledgerpro dext integration requires administrator access to both platforms and typically takes 10-15 minutes to complete:
- Access integration settings: Log into LedgerPro as an administrator and navigate to Settings > Integrations > Available Integrations
- Locate Dext: Find Dext in the integration marketplace and click "Connect" or "Authorize"
- Authenticate: You'll be redirected to Dext's authorization page where you'll log in with your Dext credentials and grant LedgerPro permission to access your account
- Configure sync preferences: Choose which data elements to sync (clients, projects, custom fields) and set your sync frequency (real-time or scheduled)
- Map fields: Match corresponding fields between systems, such as client names, entity types, and custom identifiers
- Test the connection: Run a test sync with a sample client to verify data flows correctly before enabling for your entire practice
Most firms complete the initial setup within one business day including testing.
Who uses this integration
The ledgerpro dext integration is particularly valuable for specific types of accounting practices and workflows:
- Bookkeeping firms with high-volume transaction processing: Practices that manage monthly bookkeeping for dozens of small business clients benefit from automated client syncing and reduced data entry
- CPA firms offering outsourced accounting services: Firms providing controller-level services use the integration to maintain consistent client records across engagement management and document processing
- Practices with remote or distributed teams: Multi-location firms rely on the integration to ensure all team members access the same client information regardless of which platform they're working in
- Firms transitioning to advisory services: Practices reducing compliance work and expanding advisory offerings use automation to free up staff capacity
Typically, firms with 20+ active bookkeeping clients see the most immediate time savings from implementing this integration.
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Start free with LedgerPro →Frequently asked questions
Does LedgerPro integrate with Dext?
<p>Yes, LedgerPro offers a native integration with Dext (formerly Receipt Bank) that enables bidirectional data synchronization between the two platforms. The integration is available to all LedgerPro users and can be activated directly from the integrations marketplace within your LedgerPro account settings. Once connected, the integration automatically maintains client list consistency, links document processing activities to client engagements, and eliminates duplicate data entry across both systems. The connection uses secure API authentication and can be configured to sync in real-time or on a scheduled basis depending on your practice's workflow preferences.</p>
Is the LedgerPro Dext integration free?
<p>The availability and cost of the LedgerPro Dext integration depends on your subscription tier with both platforms. Many practice management software providers include standard integrations as part of their core subscription, while others may require a premium or professional plan. You'll need active, paid subscriptions to both LedgerPro and Dext to use the integration, as it connects two separate services. Contact LedgerPro's support team or check your current plan details to confirm whether the Dext integration is included in your subscription or requires a plan upgrade. There are typically no additional per-sync transaction fees once the integration is enabled.</p>