Dext launches AI Vault & Self-Employed tools in North America

Dext has announced the release of two new products in North America, Vault and Dext Self-Employed, aimed at improving document management and bookkeeping for accountants, bookkeepers, and small business owners.

The company stated that Vault leverages artificial intelligence to provide a secure and organised space for storing vital business documents, such as contracts, leases, loan agreements, and policies. Vault uses AI to automatically summarise, name, tag, and categorise documents, as well as extract important dates to help users stay on top of their obligations.

Sabby Gill, Chief Executive Officer of Dext, said, "We are removing friction, reducing stress, unlocking productivity, and freeing professionals to focus on the work that really drives value in their business. The motivation behind the innovation for both Self-Employed and Vault is to help our users take back control of their time because in today's economic climate, no one can afford to be buried in admin. Our products empower businesses to reach their potential by focusing on the work that really drives value."

Dext has identified a need among accountants and bookkeepers to spend less time on administrative tasks, such as chasing paperwork, in order to provide more strategic advice to clients. Small business owners also face challenges with disorganised documentation and time spent searching for files across multiple locations.

The Vault solution offers a single, centralised hub for document storage, eliminating what the company describes as "the chaos of scattered systems." Its AI-driven organisation ensures that documents are summarised, tagged, and instantly searchable. The system also includes advanced search functionality designed to minimise the risk of documents becoming lost or overlooked.

Stephen Edginton, Chief Product and Technology Officer at Dext, commented, "Being organised in business is critical. Not just for success, but for ensuring compliance and maintaining clarity in an increasingly complex environment. Accountants and bookkeepers are expected to provide advice that's timely, accurate, and tailored; and AI can only support that when it's grounded in the right context."

Edginton continued, "Vault was developed in direct response to what we saw our customers needing: a secure, intelligent space to manage vital business documents beyond cost and sales. They were already looking to Dext for more, and we listened. Vault doesn't just store documents, through AI it intelligently organises them, extracts key data and helps teams work smarter, collaborate faster and grow with confidence. It supports compliance, and empowers advisory work."

Vault includes four key features: secure, centralised storage; AI-driven organisation and extraction of due dates; seamless collaboration through secure file sharing; and tailored access controls that allow users to manage permissions for sensitive documents, supporting security and compliance.

Dext has also introduced Dext Self-Employed, a product designed to help accountants manage receipts, expenses, and financial records for self-employed clients throughout the year. With automation tools such as auto-categorisation, supplier rules, and multiple document submission methods, the product is intended to keep self-employed individuals organised and accurate with their tax records.

Dext Self-Employed integrates with over 80 Canadian banks and 200 banks in the United States, offering features including bank feeds, in-app messaging for reminders and notifications, and reports to support the completion of the T2125 form required for tax reporting.

Stephen Edginton explained the development rationale for both products, stating, "We created these products in response to our partners' evolving needs and we listened. With the launch of our new products, it's another step to simplify and automate workflow for our partners.

"Vault was developed in direct response to what we saw our customers needing: a secure, intelligent space to manage vital business documents beyond cost and sales. Vault doesn't just store documents, through AI it intelligently organises them, extracts key data and helps teams work smarter. With Dext Self-Employed, we built it on the same platform our partners know and love. With year-round document capture, in-app messaging, bookkeeping automation and tax reporting all in one platform, our partners can now help their self-employed clients stay organised to ease the burden of tax season."

The company noted that the recent launches mark its 38th product update delivered in 2025, reflecting ongoing efforts to adapt its offerings to user needs. Dext plans to continue developing AI-powered features aimed at supporting accountants, bookkeepers, and small business owners.

Vault is available in two versions: a standard option, free for all Dext users with essential features for everyday document management, and Vault+, which offers increased storage, additional AI credits, and future access to premium functionalities as they are released. Vault is accessible to all Dext customers with the enhanced experience, including both accounting partners and small businesses.