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Based on your answers, it looks like you’re making good progress on your digital transformation journey, with accounting automation solutions being used mainly for basic tasks like data entry. But are you still doing significantly more manual work than you want to? While you don’t encounter many errors, maintaining a high level of accuracy manually can be very time consuming.

So, what should your next steps be? You may be noticing that clients are asking if you can provide them with more self-serve features. At the same time, your team might be looking for greater integration of automation solutions with your current accounting and bookkeeping software.

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

  • enhance data extraction from paper sources
  • increase integration with systems to adapt / align processes when clients need
  • improve training for both your team and clients, ensuring best-practice processes

How to get more out of automating data extraction.
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1

Take a closer look at your existing workflows to identify any additional steps you could automate or streamline. This will help you determine if it’s time to move to a robust solution that saves more time and reduces manual data extraction.

2

Consider new technologies, such as AI and Machine Learning that handle more complex documents, handwritten text—and even diverse fonts, with higher accuracy.

3

If your current automation systems and platforms are working for you, consider expanding your firm’s service offerings beyond traditional bookkeeping and accounting. Explore providing strategic financial consulting, budgeting, and forecasting services, or advisory services.

4

As you use automation to create a more collaborative working relationship with clients, think about establishing regular feedback sessions with them, to help understand their pain points and identify any areas you could help them improve.

5

To make sure you, your teams, and your clients get the most out of the automation and AI tools you adopt, provide them all with ongoing training—such as onboarding or demonstrating new solutions.
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Take your automation to the next level with Dext.

As a leader in automating accounting data, insights, and analysis, we can help you deliver real-time data collection.

Dext Prepare allows users to capture images of receipts and documents using their smartphones—ideal for clients ‘on the go’ or for businesses with remote employees. This empowers clients to take responsibility for collecting data in real time; meaning they gain deeper insights. And when you have the correct real-time information, you have a better overall picture of your clients’ bookkeeping.

We also provide onboarding / training for partners and their clients, along with help articles, ‘step by step’ guides, live webinars, video tutorials, and live partner training—that clients can attend once a week.

Why Dext?

  • Over 300 new features released over the last 5 years .
  • Dext works with 12,000+ accounting and bookkeeping firms globally.
  • Supporting 1.3m+ users across 800k+ businesses globally.
  • Rated 4.7 on Xero App Store.

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