Receipt to Invoice Matching

Dext pulls line item data out of scanned receipts and invoices as they're submitted. A Beam agent reads the amount, vendor, and date Dext has pulled from each receipt and applies the customer's approved matching rule to pair it with the corresponding invoice or expense record already in the account. A receipt that matches within the approved tolerance, such as a small rounding difference, gets marked matched and moved toward the next approval step. A receipt with no clear match, or an amount meaningfully different from the invoice it's paired against, gets flagged to a bookkeeper to confirm rather than matched automatically.

Category Assignment Checks

Dext assigns a spending category to each receipt and invoice based on rules set up in the account, such as matching a vendor to a chart of accounts entry. A Beam agent reads a newly categorized item and checks it against the customer's approved category mapping for that vendor or expense type. An item matching its usual category moves forward without changes. An item categorized differently than its normal pattern, such as a vendor usually filed as office supplies now appearing under travel, gets flagged to a bookkeeper to confirm the category is correct before it's posted.

Duplicate Submission Flags

The same receipt or invoice can sometimes be submitted twice into Dext, whether by accident or from a forwarded copy. A Beam agent reads new submissions and compares vendor, amount, and date against recent entries already in the account to check for a likely duplicate. A submission with no close match proceeds normally. A submission that closely resembles an existing entry gets flagged to a bookkeeper with both records shown side by side, so a person decides whether to keep, merge, or discard one, rather than the agent removing anything on its own.