Book your personalised consultation

Thanks for taking
the survey

Based on your answers, it looks like you’ve already successfully taken your first steps to digital transformation. Great job! But if you’re only using accounting automation solutions at a basic level, there’s a good chance you still perform most of your daily tasks manually—from data entry to reporting.

With so many processes being performed manually, you may be spending more time than you’d like double-checking your work.

So, what should your next steps be? Perhaps your team is already looking for automation solutions that can support data analysis and provide you with actionable insights? And maybe your clients feel they’d benefit from real-time financial insights that empower them to make better, more-informed decisions?

And perhaps your clients would like any automation you adopt to help make their life easier, with tools that are easy to use and channels that make it simpler to communicate with you?

We think you and your firm would benefit from automation, specifically to:

  • further reduce manual data extraction
  • increase data analysis
  • improve access of real-time data

How to get more out of automating data extraction.
Woman talking to a friend

1

Integrate your existing automated data extraction solution with your bookkeeping software like QuickBooks, Xero, or others. This will streamline how you transfer data from the document collection and processing stage to the accounting entries, cut down your levels of manual data entry, and reduce the chance of errors.

2

Implement a systematic review process to validate the accuracy of data extracted by your existing solutions. By setting up regular data checks, you’ll make sure the information you enter in your bookkeeping software matches the source documents.

3

Explore platforms that offer seamless communication with clients. By sending messages to request missing documents, you’ll enable clients to actively participate in their financial management process, in near real-time.

4

Encourage clients to transition to paperless document submission. By educating them about the benefits of electronic document submission via email, mobile apps, or client portals, you’ll reduce the need for physical paper handling and speed up the document collection process.

Woman talking to a friend

Take your automation to the next level with Dext.

As a leader in automating accounting data, insights, and analysis we can help you make bookkeeping as accurate and error free as possible. Our advanced Machine Learning and AI identifies duplicates and flags transactions with missing paperwork.

Dext Prepare has a client management dashboard that features a built-in messaging function that streamlines communications, making it easy to contact your client directly to request paperwork, chase data or clarify information.

Why Dext?

  • Dext works with 12,000+ accounting and bookkeeping firms, supporting 1.3m+ users across 800k+ businesses globally.
  • Over 99% accuracy means you can trust your data and know you’re in control of financial information.
  • 33 integrations mean we’re the most widely integrated solution available.

We hope this plan helps you get more out of automation. If you’d like to understand how Dext can help you get the most out of automated accounting data, insights, and analysis, book a personalised demo.

Book your personalised consultation