How Dext helped Vivid Enterprise Solutions Build Bigger Things
How Karen Andrews built a firm on efficiency, automation and accuracy – and made Dext the engine behind every client file.
Challenge
Reviews and BAS periods created bottlenecks. Karen needed consistent quality control across a growing client base – without more manual rework, and without slowing the team down.
Outcome
Dext Data Health & Insights became part of every workflow. Errors surface early, reviews stay consistent, and the team has the data to price with confidence.
FROM RECORDS TO RESULTS.
Everything your practice needs to run efficiently
$5,000/mo
Duplicate supplier payment caught on day one – surfaced automatically during onboarding.
12
Automated checks built into Data Health, spread across weekly, monthly & quarterly workflows.
100%
File visibility — the whole health picture, read straight from the Xero screen via the Dextension.
BUILT TO SCALE
Less admin. More momentum.
Karen has made Dext an integral part of Vivid's workflow – particularly for data review and client management. With Dext, the firm has simplified complex processes, improved accuracy, and created more value for clients.
"Looking ahead, my goal for next year is to keep driving efficiency and automation within the business."
KAREN'S FAVOURITE FEATURE
The multi-coded contact check.
It highlights inconsistencies across a client's file – flagging where the same contact has been coded to different accounts or tax codes
Shows coding consistency across the whole file at a glance
Catches discrepancies before they become problems
Significantly streamlines every review
"It shows the consistency of coding throughout the client's file. So it significantly streamlines reviews."
FROM THE FIRST DAY
A $5,000 catch, on day one.
Every new client runs through Dext Data Health from the moment they join. For one, the onboarding checklist immediately flagged duplicate transactions.
"The client had paid one supplier three times – around $5,000 a month. So straight away, we were able to offer that information."
Karen's team appreciated the clean lines: control-account differences and the Health score, all visible right from the Xero screen using the Dextension Chrome extension.
UNBLOCKING THE BOTTLENECK
Spreading the work across the quarter.
Dext helped Vivid overcome one of its biggest challenges: workflow bottlenecks during busy BAS periods.
Weekly
Routine checks keep files clean and current, so nothing piles up.
Monthly
Deeper reviews with the multi-coded contact check keep coding consistent.
Quarterly
Full Health Check workflow — the cadence that drives pricing conversations.
"Now we have weekly, monthly, and quarterly workflows with about 12 checks built into Data Health. It really spreads out the workflow and reduces the bottleneck."
KAREN'S FAVOURITE FEATURE
The multi-coded contact check.
It highlights inconsistencies across a client's file – flagging where the same contact has been coded to different accounts or tax codes
Shows coding consistency across the whole file at a glance
Catches discrepancies before they become problems
Significantly streamlines every review
"It shows the consistency of coding throughout the client's file. So it significantly streamlines reviews."
PRICING WITH CONFIDENCE
"The activity stats are the cornerstone of our Health Check. They help us have informed conversations about pricing and value.”
Karen Andrews, Director, Vivid Enterprise Solutions
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already on Dext
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Businesses globally
Accounting and bookkeeping firms
Business documents processed annually
Make Dext's Data Health & Insights work for you
Change the way your practice manages workflows – more time for more clients, with errors flagged along the way so you never miss a beat.