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Simplefficient Bookkeeping reduce manual processing by 50%

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In this case study, you’ll see how Simplefficient Bookkeeping reduced time spent on data entry by 50% with Dext Commerce.

About the firm

Simplefficient Bookkeeping Limited’s founder Steph Jones has worked tirelessly to become the responsive resource that her portfolio of clients depends on when handling their financial affairs. Steph founded Simplefficient Bookkeeping Limited just over two years ago and through the support of cloud accounting technology has grown her business substantially. This allows her to meet her clients and offer the services they need in a changing economic landscape.

“Dext Commerce has been such a time saver. I don’t know if I would have been able to work as efficiently without it.”

Steph Jones
Director of Simplefficient Bookkeeping Limited

Opportunity

Steph wanted to spend less time on data entry and more time providing valuable insights to clients. When building her client base and tech stack, Steph discovered the gaps in her systems and searched for a tool that would make work less manual and time-consuming.

Solution

Steph’s first step was to improve the efficiency and accuracy of her data extraction from many different sources. Following a recommendation from a colleague, Steph brought on Dext Prepare. The accuracy of the data extraction saved her time on the front end and allowed her to increase the amount of client work she could perform.

In addition to Dext Prepare, Steph also uses Dext Commerce to help her serve more digital sales clients. Steph quickly discovered that she needed a tool to remove spreadsheets from the equation when dealing with getting transactions into QuickBooks and Xero in a standardized format. Steph shared, “Having to log into Amazon or Shopify, download the transactions, making sure you’re not missing one because one comes through two days after wasn’t ideal. But Dext Commerce was just phenomenal from that point of view.”

Results

For Steph, the immediate impact she has seen from using Dext at her firm is a massive reduction in time spent verifying, validating, and inputting client data. With a centralized system that automates and standardizes data collection, she can decrease time to value and conquer onboarding woes.

Steph shared that with Dext, she reduced her time spent on these initial tasks by over 50%. Steph noted, “Dext Commerce has just been such a time saver. I don’t know if I would have been able to do it as efficiently without it.”

“Having to log into Amazon or Shopify, download the transactions, making sure you’re not missing one because one comes through two days after wasn’t ideal. Dext Commerce was just phenomenal from that point of view.”

Steph Jones
Director of Simplefficient Bookkeeping Limited

Impact

With the time savings she has experienced, Steph can refocus and look into additional areas of improvement for her customers. Reducing the time spent on manual data entry processing by over 50% has made it possible for her to seek further professional development opportunities. Steph shared that most of her clients have come from referrals, which serves as a testament to the quality of service that she provides to her clients.

In addition to better serving her current clients, Steph can also look ahead and position her firm to target her preferred creative clientele better. Using Dext Prepare, Dext Precision, and Dext Commerce, Steph is well positioned to serve a wide range of clients and give them the insights they need to drive growth in their firms.

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