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.
Book a DemoMore efficient accounting processes
Step 1
Visualization
Get a clear, in-depth view of your client’s bookkeeping data
Step 2
Filters
Apply filters to drill down and focus on the data you want to see
Step 3
Better insights
Spot trends, bottlenecks, opportunities and more to improve your decision making
Key features
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?
Drive productivity
Benchmark clients against each other based on their efficiency in Dext Prepare, and get a clear view of jobs to be done. Allocate time more effectively and set your team up for better client conversations.
Spot opportunity
Dive deeper into data and identify where there’s room for improvement. If a client or team member is taking longer than expected to complete tasks, see and suggest where automation could help. Richer insight empowers all users to add more value.
Improve decision making
Practice Insights provides everyone with the right level of understanding to take the initiative and improve their workflows. From practice-level decisions to minor workload improvements, you can now make key decisions backed by the right data.
Data-driven bookkeeping efficiency
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.
FAQs
Practice Insights is a feature within Dext Prepare, available on our Optimize plan. It is only accessible through Prepare and can not be used in isolation.
Practice Insights was designed to make complex bookkeeping data accessible in one simple dashboard. Combining practical filters with an easy-to-navigate platform means the data can be visualised and interpreted by everyone at your firm.
Practice Insights features several widgets containing key metrics on accounting software integrations, including your clients’ accounting software integration status and in-depth reports on their use of supplier rules to automate recurring processes, and the performance of those rules in helping them publish to their accounting software more efficiently, enabling you top spot ways to optimise capacity and drive productivity.
Multiple features within the dashboard give users a range of ways to drill down and access insight from the data. You can see how many items have been submitted and identify clients with low submission rates. Use filters to review specific clients as well as those who are managed by particular members of your team. Find out about our other features by visiting our Help Centre.