Do I still need Dext if I switch to Clerai?

No. Clerai's receipt OCR (vendor, date, total extraction) and auto-matching to transactions cover the same core job, built into every plan.

Can I migrate existing categorization habits from Dext or a spreadsheet?

Clerai learns per-client categorization rules from your approvals as you go. There's no separate rules-import step, it improves automatically as you use it.

Dext captures receipts. Clerai also categorizes, chases, and closes.

Dext (part of IRIS since December 2024) is built around one job: extracting data from receipts and invoices. It does that well, but a firm still needs to categorize the resulting transactions, chase clients for missing documents, and run the month-end close somewhere else.

Where the scope differs

Capability	Dext	Clerai
Receipt / document data extraction
AI transaction categorization
Client chasing via magic link
Month-end close checklist & automated checks
Direct QuickBooks Online OAuth sync

Dext capabilities and pricing as publicly listed, checked July 2026. Confirm current details directly with Dext before deciding.

Receipt OCR is built in, not bolted on

Clerai includes receipt OCR (vendor, date, total) and auto-matches receipts to transactions as part of the core product, starting at $39/month for up to 5 clients, alongside categorization, chasing, and close, so capture isn't a separate line item or a separate login.

Common questions

See Clerai's plans

Receipt capture, categorization, chasing, and close: one subscription.

Also see the Double alternative and Uncat alternative pages.