Coalesc vs Dext

Dext captures receipts. Coalesc prepares engagements.

Dext is a receipt capture tool. Coalesc is an engagement preparation workspace. They solve different problems at different layers of the accounting workflow.

Dext

Captures individual receipts and invoices. Extracts line items. Pushes to bookkeeping software.

Coalesc

Collects all client documents via email. Classifies 71 types. Tracks completeness. Converts bank statements. Prepares the file before the mandate starts.

The difference

Dext works after documents arrive, one at a time. Coalesc works upstream — collecting, organizing, and following up on everything a firm needs before the engagement begins.

Feature comparison

FeatureCoalescDext
Email-first document collection
Receipt capture & OCR
71+ document types classified
Bundled PDF splitting
Bank statement conversion
Automated follow-up for missing docs
Client portal (no password)
Bilingual (French/English)
Chart of accounts categorization
QuickBooks / Sage export
Engagement completeness tracking
Firm memory (learns your logic)
Mobile receipt scanning
Supplier invoice extraction
Canadian bank formats

What Dext does well

Dext is a well-established tool for capturing receipts and supplier invoices. It has a strong mobile app, integrates tightly with Xero and QuickBooks Online, and handles line-item extraction reliably. For firms whose primary pain is receipt management and expense tracking, Dext does the job. It has been around since 2012 and serves hundreds of thousands of users worldwide.

Where Coalesc is different

Email-first, not app-first

Dext requires someone to scan or photograph each receipt. Coalesc monitors your firm's inbox and processes everything that arrives by email — automatically. Your clients don't change anything about how they send documents.

Engagement preparation, not receipt capture

Dext captures individual documents after they arrive. Coalesc manages the entire preparation lifecycle: what's needed, what's arrived, what's missing, and who needs to follow up. It's the difference between processing a receipt and preparing a file.

Built for Canadian CPA firms

Bilingual document classification (French and English), Canadian bank statement formats (BNC, Desjardins, TD, BMO, RBC, Scotia), and workflows designed for compilation, certification, and tax mandates under NCECF.

Works with your existing tools

Coalesc prepares the file. Your tools handle the rest.

QuickBooks
Sage
Xero
CaseWare
Excel

I tried Dext. My team told me it didn't help much. It added a step instead of removing one.

Partner

CPA firm, South Shore

Common questions

See what preparation looks like.

Upload a bank statement or a bundled PDF. See what happens in 30 seconds.