FlutterFlow and Receipt Bank (now Dext) integration: Step-by-Step Guide 2024

Streamlining Expense Management for a Small Business Using FlutterFlow and Dext

Scenario:
A small business aims to simplify its expense management process to improve accuracy and save time. They want employees to easily capture and upload receipts using a custom mobile app, with the data automatically processed and stored in Dext (formerly Receipt Bank) for accounting and tracking purposes.

Solution: Integrating FlutterFlow with Dext

Mobile App Development:

• The business uses FlutterFlow to create a mobile app where employees can take photos of their receipts and submit expense reports.
• The app includes fields for capturing receipt images, specifying expense categories, and adding necessary details like date, amount, and merchant.

Setting Up the Integration:

• The business installs the Dext API integration within FlutterFlow and configures it with their Dext API key.
• They establish workflows in FlutterFlow that are activated when a receipt is submitted through the mobile app.

Data Sync Workflow:

• When an employee submits a receipt, the workflow triggers automatically.
• The captured data (e.g., receipt image, expense details) is sent to Dext using the configured Dext API action.
• The receipt is categorized and stored in Dext, ready for further review and approval by the accounting team.

Expense Management in Dext:

• The accounting team uses Dext to verify and process the submitted receipts.
• They can categorize expenses, reconcile them with bank statements, and prepare the information for accurate bookkeeping and reporting.

Monitoring and Analytics:

• The integration allows for seamless tracking of submitted receipts and expenses within Dext.
• The business can monitor expense trends and generate reports directly from Dext, providing valuable insights for budget planning and financial reviews.

Benefits:

• Efficiency: Streamlining the receipt capture and submission process saves time and reduces manual entry errors.
• Centralized Data: All expense data is centralized in Dext, ensuring consistent and accurate records for the accounting team.
• Simplified Submission: Employees can easily submit receipts on the go, improving compliance and tracking.
• Data Insights: Comprehensive reports and analytics within Dext help the business track spending patterns and make data-driven financial decisions.

Conclusion:
By integrating FlutterFlow with Dext, the small business significantly improves its expense management process. This integration ensures timely and accurate expense tracking, leading to better financial oversight and streamlined operations.