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Based on your answers, it looks like you’ve already made significant progress on your digital transformation journey, having put accounting and bookkeeping automation in place. Great job! But are your current automation solutions keeping pace with your growing needs? You may be looking for something that’s more fit for purpose.

While most of your data extraction processes may be automated—with streamlined data entry, reconciliation, and reporting through various tools—there’s still more you can do.

Maybe your team would like automation to give them greater predictive capabilities, to help them identify potential financial risks and opportunities for your clients, while saving time?

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 could benefit more from automation by:

  • creating a connected end-to-end ecosystem
  • continuously developing and future proofing your firm
  • supporting and training your clients and your team to get the most out of all your tools

How to get more out of automating data extraction.
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1

Consider expanding the range of documents you subject to automated data extraction, including bank statements, purchase orders, contracts, and more.

2

Beyond document processing, focus on automating broader workflows within your firm, including task assignments, follow-ups, and project management. Running an internal workshop or survey will help you identify if you could benefit from expanding your automation ecosystem.

3

Explore the potential of working with an automation partner that could help you introduce reporting and analysis into your firm’s offering to expand the services you provide.

4

Enhance your clients’ experience by integrating advanced “self-serve” features, such as a chatbot or virtual assistant, into your processes. This makes it easier to interact with your clients, answer their queries, and guide them through all your processes.

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Take your automation to the next level with Dext.

Dext is a single data capture solution that seamlessly integrates with all the popular software platforms including QuickBooks Online, Xero, Sage, and more—ensuring accurate data and even providing insights on digital sales that help your clients thrive in e-commerce.

The data you extract and process flows directly into your accounting systems—minimising manual data entry and reducing the risk of errors, while creating an end-to-end automation ecosystem. To make your review process simple and ensure your postings are accurate and compliant, Dext categorises everything correctly.

Our solutions alert users about missing or unusual documents, so that nothing is overlooked when it comes to your clients’ financial information. They also offer insights and reporting on client spending patterns as well as the health of clients’ data, so you can offer proactive advice and financial guidance to your clients.

Why Dext?

  • Over 99% uptime means service interruptions are almost non-existent.
  • Over 99% accuracy means you can trust your data and know you’re in control of financial information.
  • Dext works with 12,000+ accounting and bookkeeping firms, supporting 1.3m+ users across 800k+ businesses globally.
  • 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