An accounting dashboard for the whole practice. Problems surface first.
Every client’s bookkeeping, on one screen.
Insights Dashboards bring submissions, data quality, team workload and deadlines into a single practice-wide view. Dext surfaces what needs attention; your expertise decides what gets worked first.
No credit card required.
Ten clients behind on documents. One screen tells you which.
Bookkeeping progress, client activity, team workload and deadlines in one practice-wide view, so the problems reach you while they are still small enough to fix quickly.
Delays show up early. Not at the deadline.
Track items, submissions and automation across every client, so work that has stalled is visible while there is still time to move it.
Client volumes change. Your pricing can keep up.
Live transaction data shows which clients are growing, so capacity planning and pricing reviews start from evidence rather than a hunch.
Who has capacity, who is buried. One view.
Workload, progress and sync status across every client, so you can prioritise the work and support the people doing it.
Catch the risk while it is still a correction. Not a rebuild.
Data quality and deadline risks are visible across every client early enough to put right properly, which keeps clients compliant without a scramble.
Five dashboards, one practice view. Have a look at it running.
A short tour of how Insights Dashboards work alongside the accounting software you already use.
Watch the product tour.
Bookkeeping Insight. The queue for every client, on one screen
See which items need review, what each client has submitted and how much automation is doing for them.
The exceptions come to you; everything else keeps moving.
Available on the Advanced plan.
Activity Insight. The client’s volumes grew before the fee did
Transaction volumes month by month, grouped by size or pricing tier and exportable.
Capacity planning and pricing conversations start from what the client actually sends you.
Requires the Data Health & Insights add-on.
Practice Insight. Every client’s status, without opening a single file
Data Health Insight. Find the weak file before the client does
Average Health Scores, transaction volumes and problem areas across clients at a glance.
No digging through individual accounts to work out where the corrections keep coming from.
Requires the Data Health & Insights add-on.
Deadlines Insight: due, overdue and coming up. Colour-coded
Wondering what the admin actually costs?
Run the numbers.
Most businesses underestimate how much of the week manual processing takes. Put your own figures in and see what Dext would give back.
"We've been in business over 15 years, and most of that time we've been using Dext. I roll it out now as part of my stack for all my clients, and Dext would be the cheapest employee I have because it automates everything for me."
Jane Noller, Founder, Jane L Noller & Co., AU
Plans that fit the practice you have. And the one you're building.
Every plan covers the bookkeeping essentials; the insights, automation and controls arrive with Advanced.
Business documents processed annually
Businesses supported globally
Accounting and bookkeeping firms
Join the businesses and practices already on Dext
We're proud to have helped thousands of accounting & bookkeeping firms and businesses better manage their processes, saving millions of hours of manual work.
CUSTOMER TESTIMONIAL
“I got so much peace of mind and better sleep knowing we were more sorted, without unexpected nasty surprises. The effect Dext had on our practice and on my life has been like no other software we've ever used.”
Jeannie Savage – CEO, Cloud 9 Strategic Bookkeeping
Learn how businesses just like yours
save time and hassle with Dext
Bright Shift and Dext:
"I would much prefer to not have a stack of receipts and invoices..Dext just makes life so much easier."
Toby, Founder
Ask about one client’s sync. Get an answer you can act on.
Chat and email support that answers the practice question behind the product question, plus Dext U, our learning hub, for teams getting up to speed.
customer satisfaction rating (NPS)
48 hours
median time to first response.
+ 250 tutorials
available on our Help Centre
Insights Dashboard FAQs
Insights Dashboards are practice-level views of bookkeeping progress, client activity, data health and deadlines. They sit above individual client files, so you can see where the work and the risk actually are.
The following dashboards are included as standard in the Advanced plan:
- Bookkeeping Insight
- Practice Insight
- Deadlines Insight (UK only)
The following dashboards require the Data Health & Insights add-on:
- Activity Insight
- Data Health Insight
Most dashboards reflect the latest data available in Dext. Insights that pull from Xero or QuickBooks Online like Activity Insight and Data Health Insight, update based on the most recent syncs, or the last complete month.
Insights Dashboards give you a practice-wide view, so you can see trends, bottlenecks and opportunities across all clients at once, without needing to log into each file individually.
Only some dashboards rely on data from Xero or QuickBooks Online. The Activity Insight and Data Health Insight require clients to be connected to one of these platforms. Other dashboards, like Bookkeeping Insight, Practice Insight and Deadlines Insight, work with the data already in Dext.
Try Dext yourself with our 14-day free trial
Over 700,000 businesses and 12,000 accounting and bookkeeping firms worldwide use Dext to make more time for what matters.
Trusted by leading accounting firms worldwide
