Data Health:
Keep your clients' books clean
Check your clients’ books, fix issues fast, and deliver accurate results.
Data Health automatically reviews client accounting data from Xero or QuickBooks Online, flags common issues, and gives each client a live accuracy score. You’ll see where problems lie, track progress over time, and keep every file clean and complete without manual checking.
No credit card required.
2023 Winner - ‘ Best Accounting Cloud-Based Software Company’
2024 UK Winner - Xero small business app of the year
2024 US Winner - Xero small business app of the year
Why clean, accurate data matters
for your firm
Data Health turns messy client data into trust, efficiency, and proof of value.
Catch errors quickly
Find reconciliation issues, duplicates, and missing data early so you can fix problems fast and prevent rework.
Track accuracy in real time
See live Health Scores update as you resolve issues, giving you instant visibility into every client’s data quality.
Prove your value to clients
Share clear reports showing accuracy improvements over time, making your team’s impact visible and measurable.
Work confidently at scale
Monitor data health across all clients from one dashboard and stay in control as your firm grows.
See how Data Health keeps every client file in check
Learn how Dext's Data Health feature works with all the applications and services you know and love.
Watch the product tour.
What Data Health checks for
Data Health reviews your clients’ books daily and flags issues like:
- Unreconciled bank transactions
- Duplicate or missing contacts
- Overdue invoices and bills
- Incorrect VAT or tax coding
No manual checking. Just a clear view of what’s wrong, what’s fixed, and what needs attention — using the most current client data.
See your clients’ Data Health score
Each client gets a Data Health Score: a percentage showing how clean and complete their books are. As you fix issues, the score improves in real time. A simple colour-coded heart helps you prioritise at a glance:
🟢 Green: books are in good shape
🟠 Amber: some issues need attention
🔴 Red: key areas need work
Make the Health Score work for you
Share Data Health score reports
Export scores and check results as PDF or Excel reports for client meetings, pricing reviews, or internal audits. Firms use these reports to:
- Prove bookkeeping quality
- Support pricing conversations
- Highlight client-side issues
- Show improvement over time
Plans to suit your business
All pricing plans cover the accounting essentials, with room to grow.
Join thousands of firms who rely on Dext for Data Health
Businesses globally
Accounting and bookkeeping firms
Business documents processed annually
CUSTOMER TESTIMONIAL
“I got so much peace of mind and better sleep knowing we were more sorted, without unexpected nasty surprises. The effect Data Health had on our practice and on my life has been like no other software we've ever used.”
Jeannie Savage – CEO, Cloud 9 Strategic Bookkeeping
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Data Health FAQs
Data Health is a Dext feature that automatically reviews your clients’ accounting data from Xero or QuickBooks Online. It flags common issues, gives each client a live accuracy score, and helps your firm maintain clean, complete books without manual checking.
Data Health is available as part of the Data Health & Insights Add-On, and works with clients using Xero or QuickBooks Online.
Data Health integrates directly with your clients’ existing accounting software. Once connected, it syncs data daily to detect issues and update Health Scores automatically — no manual uploads or reconciliation needed.
Data Health identifies errors such as unreconciled bank transactions, duplicate contacts, missing invoices or bills, and incorrect VAT or tax coding. You’ll see exactly what needs fixing and what’s already been resolved.
Client files are scanned daily to ensure the Health Score reflects the most up-to-date accounting data. You can also trigger manual refreshes at any time if you’ve made corrections.
Yes. With Custom Health Scores, you can decide which checks matter most to your firm — such as reconciliation, tax, or aged receivables — and assign weightings to match your internal quality standards.