Where data accuracy meets practice analytics
Without the best data, you can't make the best decisions. Dext automatically detects errors, cleans client data, and surfaces practice-wide insights, so you can worry less about data health and more about advisory, pricing and growth.
Accurate data means better decisions.
With Dext, you get both
See the health of your clients’ books, instantly
Stay in control with clear, data-driven insights. Quickly assess client data health and spot issues before they become problems. The Health Score rates data accuracy, while colour-coded markers and visual dashboards make it easy to review and resolve issues at a glance.
Keep Your Data Clean and Error-Free
Eliminate inaccuracies and maintain reliable financial records with clean-up tools that automatically detect missing data, duplicates, and inconsistencies, helping you quickly resolve issues and ensure compliance.
Track Client Performance with Activity Stats
Gain a complete view of client engagement. Track month-by-month performance trends to identify underperforming clients and uncover advisory opportunities. Activity Stats provide real-time insights into automation adoption, helping you strengthen client relationships with data-driven recommendations.
Intelligent Workflows: Turn Data into Action
Make better decisions and improve efficiency with workflows powered by real-time financial data. By pulling live data from Xero and QuickBooks Online, Intelligent Workflows adapt instantly, ensuring accuracy and reducing manual effort. Automated task triggers, smart reminders, and seamless approvals help streamline operations, so your practice stays efficient and proactive.
Use analytics to power advisory
Turn data into valuable, billable insights. With real-time access to accurate, up-to-date figures, your team can create custom insight reports that highlight client opportunities and strengthen relationships. Dext provides advisory-ready data, helping you offer smarter recommendations with confidence.
Learn how businesses just like yours
save time and hassle with Dext
Try Dext yourself with our 14-day free trial
If these insights have sparked new ideas as to how your firm could use Data Health and Insights to further develop your client services, get in touch!
We’d love to discuss how we can support you on your journey.