Overview
What is Dext Precision?
Dext Precision is a data insights tool that integrates with QuickBooks & Xero. Dext Precision automates accountants' & bookkeeper's manual checks to show all of their clients' data inaccuracies and helps to correct them within seconds. Its analytical and reporting tools help firms inform pricing, standardise processes, and provide improved client support.
What does it do?
Reporting
Essential for prioritisation management, practice level reports provide quick, reliable and dynamic insights into the data – keeping you informed & in control.
Easy-to-understand client-level reports help you provide clear, standardised and insightful reporting for each and every client.
Data Quality & Assurance
Data clean-up tools help ensure client data is accurate, up to date, and that issues haven't been missed so you can deliver a high quality, data-driven service.
Data Insights give you access to all the data you want in one place. Find ready to view out-of-the-box insights, or customise what you or your client needs to see.
Health Score assesses the quality of your client’s books so you can maximise your time-to-value, avoid scope creep and save time.
Practice Processes
Integrated with smart checks, Precision’s collaborative Focus workflows give you fast & full coverage of your firm's work, and allow you to track project progression.
Key Benefits
Improve time management Use Precision to create more time for your team by reducing manual workloads & improve visibility & decision-making on where to spend time.
Optimise daily tasks Precision reduces the friction in regular client & practice tasks.
Enhance firm processes Precision helps to improve & standardise the way firms deliver outcomes for themselves & clients.
Price, review and manage clients Use Precision to provide value-adding services to clients and set accurate, data-driven client pricing.
About this app
£25/month
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- Australia
- Canada
- Global
- New Zealand
- South Africa
- United Kingdom
- USA
App features per category
Accountant tools
Data quality checks & cleanup tools highlight client data issues for you to click directly into your accounting ledger and amend, such as unreconciled bank transactions, duplicate transactions and multi-coded contacts.
Accounting Insights automate a range of accounting insights, including monitoring control accounts, tracking corporation tax and reconciling fixed assets.
Sales Tax Checks identify and resolve sales tax issues over a given filing period with a suite of intelligent checks to avoid costly mistakes or overpaying tax.
Health Score view a simple summary of the quality of your client's data, which is excellent for helping determine a pricing structure.
Practice management
Flows build standardised & repeatable workflows for your regular or one-off accounting tasks and assign them to your team.
Insights Dashboard view key practice & client metrics in an easy to access, consolidated dashboard
Reporting & dashboards
Practice & Client Dashboards Spot issues and opportunities with consolidated reports, including a wide range of metrics and KPIs, with one row for each client. Perfect to use for pricing client proposals based on actual ledger and trading activity.
Deadlines Dashboard view an automatically populated, tax office integrated compliance deadline dashboard that covers your entire client base, perfect for quick deadline management.
Resources by Dext Precision
- Blog
4 Reasons Why You Need Quality Control
Your clients want the confidence that their accounts are compliant and healthy, and that they will receive useful support and advice to navigate the complexity of the tax system. At the same time, your practice wants to build solid internal processes that ensure productivity, good reputation and growth.
23 May 23 - Blog
A Game of Two Halves in Accounting
Meet Ryan Alderson, Lead Cloud Accounting Specialist at Harold Sharp Limited
24 May 23 - Blog
Accounting Practice Management During Tough Times
Find out how technology can support you and your practice during tough times.
24 May 23 - Blog
Advanced Automation for Bookkeepers and Accountants
Solutions for problems accountants face every day
24 May 23 - Blog
Case Study: Emma Fougere, ConnectCPA
Meet Emma Fougere from Connect CPA
24 May 23 - Blog
Charlie and the Client Relationship Factory: an Accountant’s Fable
As usual, Charlie wakes up precisely at 7am and instantly reaches the alarm clock that had just started going off. “I probably don’t even need this anymore”, they think to themselves while waking up, feeling slightly proud of their sleep pattern.
23 May 23 - Blog
Deadlines? Managed.
For a firm of 15 accountants and bookkeepers, that represents 3,284 hours spent on bad data every year – nearly 20 weeks. When it comes to deadline management, this can represent a big problem.
23 May 23 - Blog
From Head of Accounts to Head of Dreams
Give your practice the WOW factor
24 May 23 - Blog
How to Track Changes in Xero with Dext Precision
We’re sure you know how challenging it can be to identify historical changes in Xero. Fortunately, Dext Precision makes that process a whole lot easier.
23 May 23 - Blog
Improve Your Pricing Strategy With Technology
Here are some of the ways that you can use advanced technology to improve your pricing strategy in a way that works for you and your clients.
24 May 23 - Blog
Navigating economic turbulence with quality client data
How do you do that in ways that remain manageable and profitable to your practice?
23 May 23 - Blog
Provide Outstanding Financial Advisory Services in 3 Easy Steps
How do you get started? Let’s break it down into three basic steps.
24 May 23 - Blog
Solving the Tech Riddle
As an accountant, your time has always been a precious resource. But now, more than ever, that resource is stretched which is leading to increased stress levels and burnout.
24 May 23 - Blog
The Accountant’s Guide to Standardised VAT Returns
In this guide, we’ll be sharing what that looks like. By the end, you’ll have access to a specific VAT returns workflow that you can use to either complement your existing process, or install as an initial framework.
23 May 23 - Blog
Why Ensuring Data Quality is More Important Than Ever Before
As your clients’ trusted accountant/bookkeeping partner, it’s time to make data quality a priority.
23 May 23 - Blog
Why Quality Data Must Be at the Core of Your Firm’s Strategy
In times of economic uncertainty, clients tend to rely heavily on their accountants and bookkeepers to provide critical financial insights. With accurate, reliable client data at your fingertips, you can alert them to potential hardships, and open them up to opportunities. But in order to do this, profitably, data quality needs to be at the core of your firm’s strategy. Here’s why…
23 May 23
Some details on this page are subject to change. If you see something wrong please contact us here.
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