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What is FundGuard?

Elevate your investment operations by harnessing real-time data that is intuitively woven into all workflows from the beginning. Move away from antiquated technology as you forge ahead into the future of investment accounting, delivering your clients unparalleled speed and cutting-edge digital experiences. Quickly adjust to evolving regulations while ensuring oversight and smoothly incorporating new asset classes, such as cryptocurrencies. Get ready for future expansion, enhance operational efficiency, and significantly reduce costs as you oversee general ledgers, NAV values, portfolio holdings, and cash. This advanced system is designed to handle almost limitless data volumes, overcoming the usual constraints of traditional relational databases. With its cloud-native structure, capabilities for big data, and distributed framework, it guarantees near real-time business continuity along with effective disaster recovery options. Additionally, this strategy promotes increased flexibility and responsiveness to shifts in the market and the needs of clients, allowing for a more proactive approach to investment management. As a result, organizations can position themselves advantageously in a competitive landscape.

What is Dext?

Dext: The AI-powered platform for bookkeeping automation Dext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combines artificial intelligence, automation, and seamless integrations to deliver accurate, real-time financial data for smarter decisions. More than 700,000 businesses and 12,000 accounting firms trust Dext. Each year, it processes over 320 million financial documents with 99.9 percent data extraction accuracy. Dext connects to more than 11,500 banks, platforms, and accounting systems worldwide. How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. Receipt scanning and submission options The Dext mobile app makes data capture simple and fast. Users can quickly snap a picture of their receipts and then submit receipts individually or in bulk, calculate mileage using GPS, and manage expense claims with ease. Dext also supports receipt uploads via email, WhatsApp, Dropbox, drag-and-drop, and direct bank feeds, giving teams complete flexibility. Automation, AI, and OCR Dext turns manual bookkeeping into an intelligent, automated process. Its AI and OCR technologies achieves 99.9 percent accuracy, even with handwritten receipts. Custom rules, such as supplier rules and smart splits, let users automate how transactions are categorised and posted. Integrations Dext connects with more than 11,500 banks, e-commerce platforms, and payment systems and syncs with over 30 accounting softwares. *Get a 14-day free trial

Media

Media

Integrations Supported

Integrations Supported

AccessOwl
Axis LMS
FreeAgent
KashFlow
Outmin
QuickBooks Online
Rightworks
Sage Accounting
Senta
Tripcatcher
Trustpilot
Twinfield
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$31.50/month
- Business Plans start at $31.50/month for 5 users with 250 documents included. Choose an annual subscription for just $25.21 per month (Save up to 20% with an annual subscription).

- Practice Plans start at $239.19/month for 10 Business Clients. Choose an annual subscription for just $207.99 per month (Save 13% with an annual subscription).

*Plans are available in multiple currencies: USD, GBP, EUR, CAD, AUD, and ZAR. Discounts may vary by region.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

FundGuard

Date Founded

2018

Company Location

United States

Company Website

www.fundguard.com

Company Facts

Organization Name

Dext

Date Founded

2010

Company Location

United Kingdom

Company Website

dext.com/en

Categories and Features

AI Accounting

Not specified

Fund Accounting

Not specified

Categories and Features

Accounting

Expense Tracking
Multi-Currency
Payroll Management

Accounts Payable

General Ledger Entry

AI Accounting

Not specified

Bookkeeping

Accounts Payable
Bank Reconciliation
Billing & Invoicing
Expense Tracking

Data Entry

Data Capture and Transfer
Duplicate Detection
Image Entry

Expense Report

Approval Process Control
Invoice Management
Receipt Management
Spend Control
Workflow Management

Fund Accounting

Activity Tracking

Machine Learning

Predictive Modeling

Receipt Scanner

Not specified

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