Choose a Dext Precision Plan that suits you
Overview of all of your clients data to spot issues in advance
Visual representations, projections and analysis of key data
Go directly to the source of any data item
Create bespoke reports to analyze your client's data
Collaborative internal workflows, integrated with smart checks
View number of transactions and net assets
Big picture view of the quality of your clients data
Track spending against a control account code
Prevent duplicate contacts, duplicate transactions and data errors
Easily merge client accounts and switch between businesses and practices using the new user settings icon, merging tool, and account switcher.
We offer a fully bespoke training programme for plans with at least 10 users or 200 clients. This includes product training, client onboarding help and internal rollout support, to help you implement Dext across your enterprise firm.