Cloud accounting solutions are transforming the way businesses operate, with improved data accuracy, streamlined workflows and better insights into business performance.

With a dedicated team of cloud accounting specialists, we are already supporting clients to embrace ‘digital transformation’ and to reap the benefits of a software infrastructure that is tailored to their business.

Our latest partnership with Dext is in line with our commitment to remain proactive in our adoption of technology, to support business owners to achieve their growth objectives, and to make the data that matters to you more accessible.

What is Dext, and how can it benefit my business?

Dext is a data extraction tool designed to help make bookkeeping effortless by way of automation.

Dext integrates seamlessly with all of the leading accounting software, namely Xero, QuickBooks Online, SAGE Cloud and Kashflow (as well as many others), to accelerate and streamline the collection and control of receipts, invoices and expenses.

With easy data capture options – from scanning receipts, to fetching invoices directly from approved suppliers –, and in-built automation, Dext allows you to track, review and approve expenses on the move, generate reports and insights in real-time, and ensures you are always pushing accurate data to your accounting software.

Dext saves you time, enables you to move towards a paperless set-up, and gives you easy access to the information you need to make better business decisions.

Cloud accounting expert, Sarah Kenyon, comments: “Using Dext in your business allows you to easily keep on top of your bookkeeping. By utilising automation tools, you can process your records faster and more accurately.

“Not only does this free up time to do more of what you love, but it also means you can benefit from up-to-date information about your business’s performance so that you can be proactive, rather than reactive.”

Key features for digitally savvy businesses

Supplier statements

Dext can automatically extract key information from supplier statements, help you to identify missing information, and give you a clear picture of what’s been paid and what remains outstanding. This is essential for minimising errors and ensuring timely, accurate payments.

Mobile expense reports and mileage calculator

As your business grows, keeping track of expenses can become a bit of a headache, particularly if you operate a team that often need to incur costs on the go.

With mobile expense reports, you can easily check and approve expenses without needing to worry about losing control of your budget.

Dext also enables you to efficiently and accurately capture and calculate mileage expenses. Simply enter your vehicle’s details, input your start and end locations and Dext will calculate the rest.

Advanced duplicate checks

Dext’s advanced duplication detection flags instances of duplicate documents, helping you to ensure that costs are only recorded once.

Dextension

This is a browser extension, allowing you to integrate Dext’s accounting tools with Xero and QBO, to achieve a streamlined workflow, better data accuracy and to benefit from single-view, user-friendly features.

“Dextension is particularly useful when using the drag and drop method of uploading files into Dext, enabling you to do so from any page on your browser, for example an attachment from your mail inbox, an online bank statement, or an invoice from a supplier’s portal” says Sam, another of our cloud accounting specialists.

“Beyond that, it enhances some of the functionality within Dext Prepare, and has some additional features when combined with Xero, and so helps to streamline otherwise time-consuming bookkeeping tasks.

“The extension is available on both Google Chrome and Microsoft Edge, and can be installed via the Chrome Web Store on both browsers. Once installed, you can tailor your experience by turning features on/off depending on your preference and work flow.”

Streamlined online accounting and advisory

Our cloud accounting specialists can assist you when it comes to building a software infrastructure into your business, matched to your requirements, and we can provide professional advisory throughout the early stages of implementation and on an ongoing basis.

To discuss your circumstances in more detail with us, or to start your journey to a more streamlined operation, contact us today.

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