One accounting dashboard.
Every client on it.
Your whole client base, in one view.
Dext’s Insights Dashboards show what has been reviewed, what is drifting and where the same errors keep being corrected — across every client at once. Your team settles problems while they are still small, and you go into client conversations already knowing the answer.
No credit card required.
Every client looks fine on its own. The pattern only shows across all of them.
One accounting dashboard covers the practice: which items are waiting on your expertise, where the same corrections keep recurring, and which clients have quietly doubled in volume. No opening files one at a time to find out.
Know what is outstanding
Items awaiting review, what clients have sent and how much Dext is automating for each of them — the state of every set of books, without opening a single file.
See which clients have grown
Transaction volumes month by month, so capacity planning and pricing reviews start from what a client sends you now, not what they sent you a year ago.
Balance the work fairly
Workload, progress and sync status side by side, so the client who needs attention this week is the one who gets it.
Fix errors before they compound
Accuracy problems and approaching deadlines surface at practice level, where one correction can settle the same mistake across several clients.
Different questions about your clients. The same dashboard.
What is outstanding, what is changing, what needs correcting — each Insight answers one of them.
Watch the product tour.
Bookkeeping Insight: the state of every client's books
See what is waiting on your team, and what is already handled.
Practice-wide data on which items need your expertise, what each client has submitted and how much Dext is automating for them. The week gets planned from evidence rather than memory.
Available on the Advanced plan.
Activity Insight: which clients have outgrown their fee
Live transaction volumes, client by client.
Group clients by size or pricing tier, watch the volumes move month to month, and export the report you take into the pricing conversation. Capacity planning stops being guesswork.
Requires the Data Health & Insights add-on.
Practice Insight: the whole client base, one screen
Data Health Insight: where the errors are concentrated
Average Health Scores across the practice, at a glance.
Find the clients whose records need correcting before the ledger does. One look shows where the accuracy problems sit, without digging through accounts one by one.
Requires the Data Health & Insights add-on.
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 to suit your practice
From sole practitioner to a growing team, every plan covers the accounting essentials.
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 Dext 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
Ask about anything on the dashboard. Get an answer that resolves it.
Support by chat or email, plus Dext U, our learning hub, so your whole team can act on what the dashboards are telling them.
customer satisfaction rating (NPS)
48 hours
median time to first response.
+ 250 tutorials
available on our Help Centre
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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.
Insights Dashboard FAQs
Insights Dashboards are Dext’s practice-level accounting dashboards. They report on bookkeeping progress, client activity, data quality and deadlines across every client you manage, so you can read the whole client base in one place rather than one file at a time.
The following dashboards are included as standard in the Advanced plan:
- Bookkeeping Insight
- Practice Insight
- Deadlines Insight (UK only)
The following dashboards require the Data Health & Insights add-on:
- Activity Insight
- Data Health Insight
Most dashboards reflect the latest data available in Dext. Insights that pull from Xero or QuickBooks Online like Activity Insight and Data Health Insight, update based on the most recent syncs, or the last complete month.
Insights Dashboards give you a practice-wide view, so you can see trends, bottlenecks and opportunities across all clients at once, without needing to log into each file individually.
Only some dashboards rely on data from Xero or QuickBooks Online. The Activity Insight and Data Health Insight require clients to be connected to one of these platforms. Other dashboards, like Bookkeeping Insight, Practice Insight and Deadlines Insight, work with the data already in Dext.