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Key Features Included

  • Practice dashboardOverview of all of your clients data to spot issues in advance
  • Xero & QBO IntegratedGo directly to the source of any data item
  • WorkflowsCollaborative internal workflows, integrated with smart checks
  • Health scoreBig picture view of the quality of your clients data
  • Data quality checksPrevent duplicate contacts, duplicate transactions and data errors
  • Business performance analyticsVisual representations, projections and analysis of key data
  • SandboxCreate bespoke reports to analyse your clients data
  • Business activity insightsView number of transactions and net assets
  • Control account checksTrack spending against a control account code
  • Multi-account managementEasily merge client accounts and switch between businesses and practices using the new user settings icon, merging tool, and account switcher.

Adding value without the effort

Precision enables you to upskill your practice and become a business partner for your clients, and increase revenue through more billable advisory.

Onboarding and pricing

Use our transaction and performance metrics to onboard clients and review your existing portfolio and make sure you’re always paid for the work you do.

Health checks

Unlock new opportunities for additional billable services for your clients, such as check-ins and cleanups.

Upselling and advisory

Use the Precision HealthScore to bring better bookkeeping in-house, or use Precision metrics to proactively identify the problems before they start.

What our clients say

Russell Frayne
Head of UK Digital Accounting Solutions IT, Azets Group

One platform, multiple benefits

Having Dext Prepare and Precision together under one familiar brand, providing data capture and data quality, allows us to seamlessly work in a single platform. Without having to unnecessarily bolt multiple softwares together, we now have a consistent core of products that we can use throughout our business.