Data-driven bookkeeping efficiency
Practice Insights is the future of data analysis for accountants and bookkeepers. You can now drill down into data, drive productivity and start making decisions backed by actionable insight.
Better data, richer insight
Get more from your bookkeeping data that usually takes hours to find and understand. Drill down into the data to optimise your firm’s capacity, benchmark clients against each other and assess their performance. Use that insight to better prioritise work and spot bottlenecks before they become a problem.
More efficient accounting processes
Get a clear, in-depth view of your client’s bookkeeping data
Apply filters to drill down and focus on the data you want to see
Spot trends, bottlenecks, opportunities and more to improve your decision making
Tailor your view
Tailor your default view to get deeper insights on specific clients, as well as those managed by particular members of your team to better understand their workload and capacity. Set other filters by location to benchmark different offices and their clients against each other, and split out clients based on whether you do their bookkeeping or not.
Assess jobs to be done
See which clients have the most items to action, and whether those items need to be reviewed or published into the client’s accounting software. Meet your own deadlines and identify which clients need help to bring their bookkeeping up to date, and empower them with real-time data.
Spot potential bottlenecks
Get an instant view of your lowest submitters and overall submissions to your practice. Spot submission method trends and get a strategic overview of how your clients engage with Dext Prepare, and identify those that may need help.
How does Practice Insights help you?
Explore an advanced new space for data analysis in Dext Prepare. Dive deeper into the data that matters to your firm, and use that insight to improve your overall workflow.