The freedom to do more
Dext is the only platform that combines real-time accurate data with tools to make your practice more efficient.
Save your practice valuable hours every week and free up your best people to concentrate on what really matters – servicing clients, billing more advisory and winning new business.
Identify potential backlogs to help you better allocate team resources, speeding up processing times and resourcing client work efficiently.
Get more data in your hands and free up time to focus on delivering radically relevant insights on your client’s business.
Add financial records in a few clicks. Automate the publishing of repeat invoices to reduce the time spent processing predictable paperwork each month.
Plan valuable resource with high-demand clients. Allocate the right people, so tasks are completed first time – without duplication.
Understand the quality and complexity of client data before you even start working with them so you can price services accurately.
With accurate data comes accurate insights. Offer your clients real-time advice when they need it, based on their latest financial data.
As your practice grows, workflows become more complex, clients need more, and time gets squeezed. Dext frees up teams and empowers them with insights into client finances and workflow, through dashboards built to optimise productivity. At the heart of Dext are two powerful products: Prepare (with Receipt Bank) and Precision (with Xavier).
Give everyone the full financial picture. Bespoke dashboards for clients and practice gives everyone the full financial picture in one view.
See what’s paid and what’s owed in a single, simple view. It means unpaid invoices never go under the radar, and you and your clients are always on the same page.
Built-in chat tools make clarity quicker to come by, with real-time communication for team members and clients. Cut out the chasing and deliver paperwork requests automatically to your client’s mobile app and use in-app chat to get clarity quickly.
With such high-level insight, you can spot things like backlogs better, and set about meeting challenges far quicker than usual. Analyse onboarding success and see submission delays to make workflows work better.
Seeing your clients’ health score in minutes helps you plan the time you’ll need to take on their work. Helping you instantly assess their books and plan firm resource. Use Precision's intelligent data clean up tools to work spot anomalies and costly errors.
With accurate data on everything from supplier costs to cash flow, tax burden to revenue reliance at your fingertips, boosting your billable advisory services is easier than ever before.
The Dext App helps clients submit paperwork without you lifting a finger. And Precision’s Focus Dashboard helps you track team progress.
Dext Prepare works with all major accounting software, meaning you can work with any client.