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Vivid Enterprise Solutions took on more clients. Not more rework.
Karen Andrews wanted every client file held to the same standard, however quickly the practice grew. Dext Data Health is how her team gets there: errors surface early, so reviews correct less and confirm more.
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.
WHAT CHANGED AT VIVID
The checks run before the review does. So the review is shorter.
$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
Growth added clients. It didn't add review hours.
Dext sits inside Vivid's workflow for data review and client management. The repetitive checking is automated, so Karen's team spends its review time on the judgement calls instead — and the client feels the difference in both.
"Looking ahead, my goal for next year is to keep driving efficiency and automation within the business."
KAREN'S FAVOURITE FEATURE
One supplier, three different codes. Surfaced before the review starts.
The multi-coded contact check flags where the same contact has been coded to different accounts or tax codes — the kind of inconsistency that is hard to see reading down a ledger and obvious once it is put in front of you.
Coding consistency across the whole file, on one screen
Discrepancies caught while they are still small
Reviews that confirm rather than correct
"It shows the consistency of coding throughout the client's file. So it significantly streamlines reviews."
FROM THE FIRST DAY
An error found during onboarding. Before Vivid had billed an hour.
Every new client at Vivid runs through Dext Data Health from the moment they join. On one file, the onboarding checklist flagged duplicate transactions straight away — something the practice could take back to the client, rather than something the client discovered months later.
"The client had paid one supplier three times – around $5,000 a month. So straight away, we were able to offer that information."
Control-account differences and the Health score sit on the Xero screen itself, through the Dextension Chrome extension, so nobody leaves the file to check the file.
UNBLOCKING THE BOTTLENECK
BAS used to arrive all at once. Now it arrives weekly.
Busy BAS periods were Vivid's tightest constraint. The checks now run to a cadence rather than to a deadline, so files stay current and the quarter-end pile never forms.
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
One supplier, three different codes. Surfaced before the review starts.
The multi-coded contact check flags where the same contact has been coded to different accounts or tax codes — the kind of inconsistency that is hard to see reading down a ledger and obvious once it is put in front of you.
Coding consistency across the whole file, on one screen
Discrepancies caught while they are still small
Reviews that confirm rather than correct
"It shows the consistency of coding throughout the client's file. So it significantly streamlines reviews."
"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
Business documents processed annually
Businesses supported globally
Accounting and bookkeeping firms
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Data Health surfaces the errors, the missing documents and the coding inconsistencies before they reach the ledger. What happens next is still your team's call.