FirmOS

AI-powered automation platform for accounting firms

Dext

AI-powered bookkeeping data capture and expense management for accountants

FirmOS

Caution

9/25

Dext

Strong

18/25

Score Breakdown

DimensionFirmOSDext

Data Residency

Where is your data stored and processed?

FirmOS: US-based infrastructure. No EU data residency option. Financial client data processed in US.

Dext: Data hosted in UK and EU infrastructure. UK incorporation provides strong data residency baseline for British businesses. EU adequacy decision covers UK-EU transfers. No US data processing.

2/5

US-based infrastructure. No EU data residency option. Financial client data processed in US.

4/5

Data hosted in UK and EU infrastructure. UK incorporation provides strong data residency baseline for British businesses. EU adequacy decision covers UK-EU transfers. No US data processing.

Legal Jurisdiction

Which laws govern the company and your data?

FirmOS: US company. Subject to US jurisdiction. Handles sensitive financial data under US data protection standards.

Dext: Incorporated in England and Wales under UK law. Regulated by ICO under UK GDPR. UK jurisdiction with no CLOUD Act exposure. EU-UK adequacy decision permits data flows for EU customers.

2/5

US company. Subject to US jurisdiction. Handles sensitive financial data under US data protection standards.

4/5

Incorporated in England and Wales under UK law. Regulated by ICO under UK GDPR. UK jurisdiction with no CLOUD Act exposure. EU-UK adequacy decision permits data flows for EU customers.

Data Retention & Training

Is your data used for model training?

FirmOS: Early-stage product. Handles sensitive financial documents. Retention and deletion policies not extensively documented publicly.

Dext: Financial document data may be used to improve extraction AI models—review DPA carefully for data use specifics. Configurable retention aligned with accounting regulatory requirements. GDPR DPA available.

2/5

Early-stage product. Handles sensitive financial documents. Retention and deletion policies not extensively documented publicly.

3/5

Financial document data may be used to improve extraction AI models—review DPA carefully for data use specifics. Configurable retention aligned with accounting regulatory requirements. GDPR DPA available.

Certifications

ISO 27001, SOC 2, Cyber Essentials, etc.

FirmOS: No security certifications publicly disclosed. Early-stage startup handling financial data.

Dext: Holds ISO 27001 certification. Appropriate baseline for a financial document processing platform. SOC 2 Type II and ISAE 3402 would further strengthen the posture for accounting firm procurement.

1/5

No security certifications publicly disclosed. Early-stage startup handling financial data.

3/5

Holds ISO 27001 certification. Appropriate baseline for a financial document processing platform. SOC 2 Type II and ISAE 3402 would further strengthen the posture for accounting firm procurement.

Regulatory Fit

Suitability for regulated industries and professional services

FirmOS: Purpose-built for accounting but lacks formal compliance certifications. Accounting firms should evaluate data handling practices given the sensitivity of financial data.

Dext: Good fit for UK accounting practices and their SME clients. ISO 27001 and UK GDPR compliance meet common procurement thresholds for financial data processors. Suitable for FCA-regulated firms using Dext for expense and bookkeeping automation.

2/5

Purpose-built for accounting but lacks formal compliance certifications. Accounting firms should evaluate data handling practices given the sensitivity of financial data.

4/5

Good fit for UK accounting practices and their SME clients. ISO 27001 and UK GDPR compliance meet common procurement thresholds for financial data processors. Suitable for FCA-regulated firms using Dext for expense and bookkeeping automation.

Total Score

9/25

18/25

Best For

FirmOS

Best for EU-headquartered organisations needing maximum data sovereignty; regulated industries (ICO, FCA); enterprises requiring SSO integration.

Dext

Best for teams that prioritise data residency (scores 2/5) and need a review required-tier tool.

Detailed Comparison

Dext vs FirmOS: Trust & Compliance Comparison

Dext (Dext, GB) scores 18/25 overall with a Silver (Strong) trust badge. AI-powered bookkeeping data capture and expense management for accountants. FirmOS (FirmOS, US) scores 9/25 with a Review Required (Caution) trust badge. AI-powered automation platform for accounting firms.

Dimension-by-Dimension Breakdown

#### Data Residency

Dext leads with 4/5 vs 2/5.

●Dext (4/5): Data hosted in UK and EU infrastructure. UK incorporation provides strong data residency baseline for British businesses. EU adequacy decision covers UK-EU transfers. No US data processing.

●FirmOS (2/5): US-based infrastructure. No EU data residency option. Financial client data processed in US.

#### Legal Jurisdiction

Dext leads with 4/5 vs 2/5.

●Dext (4/5): Incorporated in England and Wales under UK law. Regulated by ICO under UK GDPR. UK jurisdiction with no CLOUD Act exposure. EU-UK adequacy decision permits data flows for EU customers.

●FirmOS (2/5): US company. Subject to US jurisdiction. Handles sensitive financial data under US data protection standards.

#### Data Retention & Training

Dext leads with 3/5 vs 2/5.

●Dext (3/5): Financial document data may be used to improve extraction AI models—review DPA carefully for data use specifics. Configurable retention aligned with accounting regulatory requirements. GDPR DPA available.

●FirmOS (2/5): Early-stage product. Handles sensitive financial documents. Retention and deletion policies not extensively documented publicly.

#### Certifications

Dext leads with 3/5 vs 1/5.

●Dext (3/5): Holds ISO 27001 certification. Appropriate baseline for a financial document processing platform. SOC 2 Type II and ISAE 3402 would further strengthen the posture for accounting firm procurement.

●FirmOS (1/5): No security certifications publicly disclosed. Early-stage startup handling financial data.

#### Regulatory Fit

Dext leads with 4/5 vs 2/5.

●Dext (4/5): Good fit for UK accounting practices and their SME clients. ISO 27001 and UK GDPR compliance meet common procurement thresholds for financial data processors. Suitable for FCA-regulated firms using Dext for expense and bookkeeping automation.

●FirmOS (2/5): Purpose-built for accounting but lacks formal compliance certifications. Accounting firms should evaluate data handling practices given the sensitivity of financial data.

Certifications at a Glance

Certification	Dext	FirmOS
ISO 27001	Yes	No

Overall Verdict

Dext has a clear trust advantage, scoring 18/25 compared to FirmOS's 9/25. Dext particularly excels in data residency, legal jurisdiction, data retention & training, certifications, regulatory fit.

Frequently Asked Questions

Which is better for EU compliance, FirmOS or Dext?

FirmOS has a TrustKit score of 9/25 while Dext scores 18/25. Dext currently rates higher across data residency, legal jurisdiction, data retention, certifications, and regulatory fit.

How do FirmOS and Dext compare on data residency?

FirmOS scores 2/5 for data residency (US-based infrastructure. No EU data residency option. Financial client data processed in US.), while Dext scores 4/5 (Data hosted in UK and EU infrastructure. UK incorporation provides strong data residency baseline for British businesses. EU adequacy decision covers UK-EU transfers. No US data processing.).

Are FirmOS and Dext GDPR compliant?

Both tools are assessed across five compliance dimensions. FirmOS has a regulatory fit score of 2/5 and Dext scores 4/5. Check the full comparison above for a detailed breakdown.

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