Dext
The standard for client document capture and extraction into accounting software.
- Clients snap, forward or upload; Dext extracts
- Feeds the mainstream ledgers cleanly
- A fixture of modern practices
All guides Industries
The shoebox of receipts, processing itself.
An accounting practice sells judgment but spends its hours on intake: receipts chased, invoices keyed, banks reconciled, the same client questions answered. AI now does that layer, and the practices adopting it serve more clients with calmer quarters. This guide covers what works, the established tools, and when custom fits, gestorías very much included.
- Intakeclients' paper, self-processed
- Reconciledmatches found by machine
- Deadlinesmet without the crunch
- Advicebecomes the product again
What AI does in an accounting practice
The wins stack along the workflow. Intake: client documents captured and extracted the day they arrive, however they arrive. Bookkeeping: transactions categorised and posted with learned rules. Reconciliation: matches proposed, exceptions flagged. Communication: the recurring client questions answered from their own numbers. The professional's review and advice sit on top, where they belong.
01
Client documents arrive any way at all
Photos, emails, portals, the shoebox. Capture tools ingest and extract them without retyping.
02
The books post themselves, mostly
Categorisation learned from history, applied consistently, with confidence levels attached.
03
Reconciliation becomes review
The machine proposes the matches; the human handles the genuine exceptions.
04
Clients get answers, not silence
Status, deadlines and the recurring questions handled from their own data, in their language.
When this solution makes sense
A good fit if
- Staff spend days keying client paper into the software
- Quarter ends mean nights and weekends, every quarter
- Clients send documents late, scattered and in every format
- The same client questions interrupt deep work daily
- You want to grow the client base without growing headcount linearly
Probably not yet if
- The practice is purely high-end advisory with little processing
- Client volume is small and the current rhythm is comfortable
- Nobody will review what the automation proposes
- The software stack is frozen and cannot be touched
What changes
Intake without the keying
Client paper becomes posted data the day it arrives, whatever shape it arrived in.
Quarters without the crunch
Work spreads across the period because processing keeps pace with arrival.
More clients per professional
The practice grows on judgment capacity instead of typing capacity.
Advice back in the foreground
Hours move from data entry to the analysis clients would happily pay more for.
What teams use it for
- Client document capture and extraction
- Automated bookkeeping and coding
- Bank reconciliation at scale
- Client query answering
- Deadline and status communication
- Practice workflow management
The established platforms
These tools lead the space. They are real, established options, and most practices will build on some of them.
Intuit Assist for QuickBooks
QuickBooks' built-in AI for categorisation, insights and client work.
- AI inside the ledger many clients already use
- Categorisation and anomaly spotting native
- A giant's roadmap behind it
Sage Copilot
Sage's AI assistant across its accounting and payroll products.
- AI in a suite practices already trust
- Strong European and Spanish presence
- Payroll and compliance in the family
Holded
The Barcelona-born business platform many Spanish SMBs run on, AI features included.
- Spanish company, Spanish compliance in mind
- The platform your SMB clients may already use
- Invoicing to accounting in one place
Karbon
Practice management for accounting firms with AI across workflow and email.
- The practice's own operations, organised
- AI triage on the client email flood
- Built specifically for accounting teams
Off the shelf or custom?
When a platform is enough
For capture, ledgers and practice workflow, the tools above are the market and they are good. A practice that adopts capture plus ledger AI plus practice management removes most mechanical pain with subscriptions alone.
When custom wins
Custom wins in the gaps the global tools leave: the Spanish compliance layer, client paper in formats the standard capture misses, a client-facing assistant answering from each client's own numbers in Spanish, and the glue between your particular stack. For gestorías, that glue is usually where the hours hide.
Where Sabemos fits
Custom build
We build the practice's private layer: document pipelines tuned to your clients' paper, integration across your ledger and tax tools, and client communication assistants that answer in Spanish or English from real, per-client data, with the professional always in the loop.
Setup and onboarding
Assembling the stack? We choose the combination for your client mix, migrate and configure, wire the pieces together and train the team, measured in documents processed without touch and evenings returned.
Frequently asked questions
Will automation replace accountants?
It replaces the keying and matching. The signature, judgment and client relationship become more valuable, not less, because they finally get the hours.
How accurate is automated bookkeeping?
High on repetitive flows, learned from your own history, with confidence attached. The design goal is not zero errors; it is every doubtful item routed to human eyes.
Does this handle Spanish requirements like Verifactu and SII?
The Spanish layer is exactly where local tooling or custom wiring matters. We treat compliance features as requirements to verify per tool, not assumptions.
Where should a practice start?
Intake. Document capture pays back immediately, touches every client, and creates the clean data every later step depends on.