Getting started with data extraction and entry automation

Join us to learn how you can utilise automation to improve your practice's:

• Efficiency
• Accuracy
• Visibility / Better Control
• Real-Time Data Collection
• Added Value Services

Efficiency:

Dext Prepare changes the way accountants and bookkeepers handle invoices and financial documents. By automating the extraction and categorisation of information, it eliminates the need for manual data entry, saving a significant amount of time and reducing the risk of errors that can occur with manual processes.

Accuracy:

Manual data entry is prone to human errors, which can have far-reaching consequences. Dext Prepare eliminates these errors by extracting and categorising data with a high degree of accuracy. By reducing the risk of errors it results in more accurate financial reporting and decision-making.

Visibility / Better Control:

This section will cover everything there is to know about the Prepare dashboards, such as delay day index, completeness of records, client and team management.

Real-Time Data Collection:

In the fast-paced world of finance, timely information is paramount. Dext Prepare ensures real-time data collection capabilities, ensuring that financial information is up-to-date and readily available. This allows accountants and bookkeepers to work with the most current figures when reviewing financial health, making forecasts, and assisting clients with strategic planning. Real-time data collection is the first step towards real time reporting.

Added Value Services:

As a culmination of the above benefits, Dext Prepare empowers accountants and bookkeepers to offer added value services to their clients. With more time freed from manual data entry and increased accuracy, you can focus on higher-level tasks, such as financial analysis, strategic consulting, and personalised advice. These services not only strengthen client relationships but also position accountants and bookkeepers as trusted advisors who bring a broader perspective to their clients' financial goals (personal and business) and challenges.