Dext vs HubSpot CRM
Side-by-side comparison for accounting professionals.
Dext
AI receipt capture and document extraction
Custom
★4.6/ 5
14-day free
HubSpot CRM
AI CRM for accounting firm business development
Free
★4.4/ 5
14-day free
| Feature | Dext | HubSpot CRM |
|---|---|---|
| Core accounting | ||
| Bank reconciliation | Not available Not an accounting platform. Dext is a capture layer — reconciled data flows to your accounting software. | Not available Not an accounting tool. HubSpot is a CRM for managing client pipelines and business development. |
| Invoicing | Not available No invoicing. Dext captures incoming documents but does not generate invoices. | LimitedStarter+ Quotes and deal tracking. Not full accounting invoicing — use Xero or QuickBooks for actual billing. |
| Expense categorisation | AvailableAll plans Supplier rule learning auto-categorises repeat vendors. AI Assist suggests categories for new suppliers. | Not available Not available. |
| Receipt capture | AvailableAll plans Core product. 99%+ OCR accuracy on printed documents. Handles receipts, invoices, bank statements. 11,500+ bank connections. | Not available Not available. |
| AI & reporting | ||
| Cash flow forecasting | Not available Not available. Dext is a data capture and pre-accounting tool only. | Not available Pipeline revenue forecasting only — not financial cash flow forecasting. |
| Management reporting | Not available No reporting. Dext is a capture and pre-accounting tool only. | LimitedAll plans Pipeline and revenue reporting. Not financial management reporting — a different category of analytics entirely. |
| Business features | ||
| Multi-currency | AvailableAll plans Handles documents in multiple currencies and passes data to accounting software. | AvailableProfessional+ Multi-currency deal tracking and reporting on Professional+ ($100/mo per seat). |
| Time tracking | Not available Not available. | Not available Not available. |
| Payroll | Not available Not available. | Not available Not available. |
| Multi-entity consolidation | AvailablePractice plans Practice dashboard manages multiple client entities from one interface. Purpose-built for accounting firms. | Not available Not designed for multi-entity financial management. |
| Sales tax automation | Not available Not directly available. Tax data flows through to your accounting software. | Not available Not available. |
| Support & pricing | ||
| Client portal | Not available Clients submit documents via mobile app, email, or WhatsApp. Not a traditional client portal. | AvailableAll plans Client and prospect portal for communications, proposals, and deal tracking. |
| Phone support | Not available Email and help centre support only. | LimitedProfessional+ Phone support on Professional+ ($100/mo per seat). Free and Starter rely on chat and email. |
| User seats | AvailableAll plans Multiple users supported. Practice plans allow firm-wide access across all client accounts. | LimitedPer-seat Free: unlimited. Starter: $20/mo per seat. Professional: $100/mo per seat. Enterprise: $150/mo per seat. |
Which should you choose?
Choose Dext if…
Accountants managing clients with high volumes of receipts and expense claims — especially hospitality, retail, and construction.
Not ideal: Firms that only need basic receipt capture — FreshBooks built-in scanning may suffice.
Choose HubSpot CRM if…
Accounting firm partners and owners actively growing their client base who want to systematise business development and proposal workflows.
Not ideal: Firms with a stable, referral-only client base who have no active business development function.