Client data health, checked daily.
Errors found before the client finds them.
Find the mistakes while they are still small corrections.
Data Health reviews your clients' books in Xero or QuickBooks Online and flags what needs correcting: contacts duplicated, bills that never arrived, transactions left unreconciled, tax codes that do not look right. Each client gets a live accuracy score that moves as you resolve things. Your expertise still decides what matters; Dext makes sure you see it first.
No credit card required.
Find the error first.
The client never has to.
Corrections then happen on your schedule, rather than in the middle of a review meeting.
Duplicates and missing bills, surfaced early
Unreconciled transactions, duplicated contacts and documents that never arrived come up while they are still a quick fix, not year-end rework.
Accuracy you can watch improve
Resolve an issue and the client’s score moves with it, so you always know which files are clean and which still need correcting.
Proof the books got better. Now transparent.
A report showing where a client’s data started and where it is now makes your team’s corrections visible instead of assumed.
Every client checked, not just the ones you think of
Files are reviewed daily across the whole client list, so the quiet accounts get the same scrutiny as the ones that shout.
Watch one client file get checked. It takes a couple of minutes.
See how Dext reviews a client's books, flags what needs correcting, and keeps the record of what has been put right.
Watch the product tour.
The errors that surface at the worst moment. Found daily instead.
Dext reviews your clients’ books every day and flags issues like:
- Bank transactions left unreconciled
- Duplicate or missing contacts
- Overdue invoices and bills
- VAT or tax coding that does not look right
No trawling the ledger by hand. Just what is wrong, what has been fixed, and what still needs your attention, against the most current client data.
One number for how clean a file is. It moves as you correct it.
Each client gets a Data Health Score: a percentage showing how complete and correct their books are. Resolve an issue and the score updates. A colour-coded heart tells you where to start:
🟢 Green: the file is in good shape
🟠 Amber: a few issues to work through
🔴 Red: key areas need correcting
Your definition of a clean file. Applied to every client.
Show the client what changed. Not just that you were busy.
Export scores and check results as PDF or Excel for client meetings, pricing conversations and internal reviews. Firms use them to:
- Evidence the quality of the bookkeeping
- Support a pricing conversation
- Point to issues arising on the client’s side
- Show the improvement over time
Wondering what the admin actually costs?
Run the numbers.
Most businesses underestimate how much of the week manual processing takes. Put your own figures in and see what Dext would give back.
"Dext is an easy return on investment. For the costs it has to run, the time it saves. Just the time it saves, pays for itself."
Jonathan Carr, Co-Founder, Gravitate Accounting
Plans that fit the practice you run.
And the one you are building.
All plans cover the bookkeeping essentials, with room for more clients and more checks as the practice grows.
Business documents processed annually
Businesses supported globally
Accounting and bookkeeping firms
Join the businesses and practices already on Dext
We're proud to have helped thousands of accounting & bookkeeping firms and businesses better manage their processes, saving millions of hours of manual work.
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
Learn how businesses just like yours
save time and hassle with Dext
Bright Shift and Dext:
"I would much prefer to not have a stack of receipts and invoices..Dext just makes life so much easier."
Toby, Founder
A flagged issue you don’t recognise? You will get a straight answer.
Support handles your technical questions by chat or email, and points you to the practical guidance behind them as your practice settles in.
customer satisfaction rating (NPS)
48 hours
median time to first response.
+ 250 tutorials
available on our Help Centre
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.
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Over 700,000 businesses and 12,000 accounting and bookkeeping firms worldwide use Dext to make more time for what matters.
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