Managing Dext billing has long been a challenge for accounting firms, with many absorbing costs or struggling to track overages—leading to lost revenue and inefficiencies. That’s where Rechargly steps in.

Alex Millar
Co-founder & CEO
In this article
Software disbursements

Streamlining Dext Billing for Accounting Firms with Rechargly

700,000 businesses rely on Dext to streamline their financial document processing. But as client needs grow, managing and recharging Dext costs can become a major challenge. Many firms absorb the cost, bundling it into their service offering—but as document volume increases, so do overage fees, eating into profitability and creating billing complexity

Managing Dext costs and overages can be complex

When an accounting or bookkeeping offers Dext to their clients, they face an important decision. Should they pass the cost on to clients or absorb it? If a firm can accurately predict usage, makes sense.

However, businesses are unpredictable, and it never turns out to be that easy. The typical challenges a firm will face with disbursement includes:

  1. Absorbing costs reduces profitability: Many firms bundle software into their accounting or bookkeeping service. As the client scales, unexpected costs can reduce margins.
  2. Variable pricing adds billing complexity: With document-based pricing, firms must constantly monitor changes and update their invoices.
  3. Manual tracking is time-consuming: Reviewing document changes, updating billing records, and ensuring correct recharges create an admin-heavy process that doesn’t scale
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How Rechargly automates Dext billing

Rechargly provides an accurate and scalable way to oncharge Dext. Here’s how it works:

  1. Define pricing model: Charge clients at retail price, a flat fee, or based on their actual usage.
  2. Automatic overage:  Adjust pricing based on usage, removing the need to manually check and update invoices each month.
  3. Receive notifications: Get alerts when you’re charged and know exactly which clients to invoice.

How Rechargly Works with Dext

  1. Forward Dext invoices: Create an inbox forwarding rule so that every Dext invoice is imported in Rechargly
  2. Upload CSV: Upload your monthly Dext usage CSV file, and Rechargly will automatically categorise and allocate charges.
  3. Map clients: Easily link document usage to the right clients for accurate billing.
  4. Invoice clients: Generate invoices based on your defined pricing and automatically collect payments via direct debit.
  5. Automatic reconciliation: Payments are matched and reconciled with Xero, ensuring accurate financial records.

How Walker Hill implemented Rechargly in their firm

Walker Hill a Brisbane-based accounting firm, relies on Dext to manage expenses for its clients. Before Rechargly, Director Ashleigh and her team manually reviewed Dext invoices each month, checking for overage fees and plan changes. Any adjustments had to be updated in their proposal management software, but with competing priorities, this process often got delayed.

As a result, clients were frequently undercharged, leading to lost revenue. Now, with Rechargly, the entire process ensures that everything is captured and invoices, reducing admin time and improving cash flow.

Ready to Take Control of Your Dext Costs?

Join forward-thinking firms automating Dext billing with Rechargly. Save time, protect margins, and ensure every cost is accounted for.

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Alex Millar
Co-founder & CEO

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