Real-time accounting
Our most powerful tool yet. Match.
Three-click reconciliation
By connecting with a clientβs business bank account, Dext will identify whatβs been paid using a live record of costs, for quicker reconciliation. You can focus on items that need more attention.
Your client simply needs to head to the βBank transactionsβ tab and click βAdd bank dataβ. Once the account is connected, paperwork can be matched and a reconciliation report generated.
Send paperwork requests
Cut out the chasing and deliver paperwork requests automatically to your clientβs app inbox. In the βBank transactionsβ tab, you can immediately identify missing paperwork by clicking βFilterβ and selecting βUnmatchedβ. You can then select the transactions you need paperwork for, and hit βRequestβ.
Description
By understanding current cash position with invoices owed, Dext allows you to offer real-time cash flow insights to your clients. This means less time wasted on manual admin tasks, and more up-to-the-minute insights into your clientβs cash flow. In short: you receive more accurate data, and they receive better advice.